Partners
View All Partners
Go to Vendor Portal > Partners.
On the Partners page, you can view all your partner vendors.
Adding and Removing Partners
Add a New Partner
Go to Vendor Portal > Partners.
Select Add New.
The Add Partner screen appears.
Enter the partner vendor name and upload a logo.
Select Save Changes.
Delete a Partner
Go to Vendor Portal > Partners.
Select a partner vendor.
Select Remove Partner.
Managing Partner Vendors
Inside each partner profile, you can manage their business entity, bank account, company documents, services, and agreements.
Managing Business Entities
Add a New Business Entity
Go to Vendor Portal > Partners.
Select a partner vendor > Business Entity.
Select Add New.
The Add New Business Entity screen appears.
Enter the business entity details.
Upload the relevant documents.
Select Save Changes.
Edit or Delete a Business Entity
To edit a business entity, select Edit and update the details.
To delete a business entity, select Delete and confirm the action.
Managing Bank Accounts
Add a New Bank Account
Go to Vendor Portal > Partners.
Select a partner vendor > Bank Account.
Select Add New.
The Add New Bank Account screen appears.
Select the bank country, payment method, and business entity linked to the account.
Enter the beneficiary details, account holder address, and bank details.
Upload the relevant documents.
Select Save Changes.
Edit or Delete a Bank Account
To edit a bank account, select Edit and update the details.
To delete a bank account, select Delete and confirm the action.
Managing Partner Company Documents
Under the Company Docs tab, you can manage all documents related to the partner vendor.
Add a New Document
Go to Vendor Portal > Partners.
Select a partner vendor > Company Docs.
Select Add New.
Select the document and click Open.
The document will begin uploading.
View or Delete a Document
To view a document, select the document name.
To delete a document, select Delete and confirm the action.
To view deleted documents, go to Deleted Items.
Managing Partner Services
On the Partner Services page, you can manage all services provided by the partner vendor.
Add a New Service Type
Go to Vendor Portal > Partners.
Select a partner vendor > Service.
Select Add Item.
A pop-up window appears.
Enter the service name.
Select Save Changes.
Edit or Delete a Service Type
To edit a service, select Edit and update the details.
To delete a service, select Delete and confirm the action.
Managing Partner Agreements
Before you begin, ensure you have the following details for the partner vendor’s agreement:
Status – Signed, Proposed, or Expired
Title – Contract title (e.g., Service Agreement)
Effective Date
(Optional) Expiry Date
Selling Entity – The business entity providing the service
Buying Entity – The business entity receiving the service
(Optional) Agreement Documents
Add a New Partner Agreement
Go to Vendor Portal > Partners.
Select a partner vendor > Agreement.
Select New Agreement.
The Add New Agreement screen appears.
Select the agreement status (Proposed, Signed, or Expired).
Enter the agreement details.
Upload the relevant agreement documents.
Select Save Changes.
Edit a Partner Agreement
Go to Vendor Portal > Partners.
Select a partner vendor > Agreement.
Under an agreement, select Edit.
The Edit Contract screen appears.
Update the relevant fields.
Select Save Changes.
Delete a Partner Agreement
Go to Vendor Portal > Partners.
Select a partner vendor > Agreement.
Under an agreement, select the Delete icon.
A pop-up window appears.
Select OK to confirm. ✅ The agreement has been deleted.
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