Edit partner profile

The partner has several profiles

  • a distribution profile to visualize its activity
  • a company profile to validate access and agreements
  • a user profile linked to the company profile

The distribution profile

To view this profile:

  • Go to Partners -> choice of partner -> email -> click on the email or Partners -> choice of partner -> actions -> manage

You have access:

  • To distributor commissions
  • To its users
  • To the operations it distributes
  • To transactions

It is possible to edit on this profile:

  • Generic fees on all transactions by clicking on the "pen" icon on the partner profile menu
  • The fixed costs on operations and the costs on the outstanding amounts of an operation by going to Partner profile -> Operations -> actions -> edit costs

  • Fixed costs on transactions by going to Partner profile -> Transactions -> actions -> edit costs

It is possible to see the fees collected per transaction by clicking on Partner profile -> Transactions -> actions -> see commissions

Company profile

The company profile is visible via Partners -> choice of partner -> actions -> see profile

To edit the profil:

  • Click on the "pen" icon on the profile menu
  • Fill in the information
  • Save

User profile

  • The user profile can be edited via Partners -> choice of partner -> actions -> edit profile information
  • Fill in the information
  • Save

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