> For the complete documentation index, see [llms.txt](https://help.marcopayroll.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/vendor-portal/vendor-portal-features/partners.md). # Partners ### **View All Partners** 1. Go to **Vendor Portal > Partners**. 2. On the **Partners** page, you can view all your **partner vendors**.

*** ### **Adding and Removing Partners** #### **Add a New Partner** 1. Go to **Vendor Portal > Partners**. 2. Select **Add New**. 3. The **Add Partner** screen appears. 4. Enter the **partner vendor name** and upload a **logo**. 5. Select **Save Changes**.

#### **Delete a Partner** 1. Go to **Vendor Portal > Partners**. 2. Select a **partner vendor**. 3. 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** 1. Go to **Vendor Portal > Partners**. 2. Select a **partner vendor** > **Business Entity**. 3. Select **Add New**. 4. The **Add New Business Entity** screen appears. 5. Enter the **business entity details**. 6. Upload the **relevant documents**. 7. 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** 1. Go to **Vendor Portal > Partners**. 2. Select a **partner vendor** > **Bank Account**. 3. Select **Add New**. 4. The **Add New Bank Account** screen appears. 5. Select the **bank country, payment method, and business entity** linked to the account. 6. Enter the **beneficiary details, account holder address, and bank details**. 7. Upload the **relevant documents**. 8. 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** 1. Go to **Vendor Portal > Partners**. 2. Select a **partner vendor** > **Company Docs**. 3. Select **Add New**. 4. Select the document and click **Open**. 5. 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** 1. Go to **Vendor Portal > Partners**. 2. Select a **partner vendor** > **Service**. 3. Select **Add Item**. 4. A pop-up window appears. 5. Enter the **service name**. 6. 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** 1. Go to **Vendor Portal > Partners**. 2. Select a **partner vendor** > **Agreement**. 3. Select **New Agreement**. 4. The **Add New Agreement** screen appears. 5. Select the **agreement status** (Proposed, Signed, or Expired). 6. Enter the **agreement details**. 7. Upload the **relevant agreement documents**. 8. Select **Save Changes**.

**Edit a Partner Agreement** 1. Go to **Vendor Portal > Partners**. 2. Select a **partner vendor** > **Agreement**. 3. Under an agreement, select **Edit**. 4. The **Edit Contract** screen appears. 5. Update the **relevant fields**. 6. Select **Save Changes**. **Delete a Partner Agreement** 1. Go to **Vendor Portal > Partners**. 2. Select a **partner vendor** > **Agreement**. 3. Under an agreement, select the **Delete** icon. 4. A pop-up window appears. 5. Select **OK** to confirm.\ ✅ The agreement has been deleted. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/vendor-portal/vendor-portal-features/partners.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.