This guide explains how partners can create new agents and generate subscription payment links using the Partner Portal. By following these steps, you can efficiently onboard new organizations and facilitate customer billing.
Create an agent
Log in to your designated Partner Portal.
Select the organization where you want to create the agent if you manage multiple partner organizations.
Click Create Agent.
Complete all required fields in the setup wizard.
🗒️ NOTE
Upon successful creation, the new agent will appear in your Partner Portal dashboard and your customer list.
Generate a payment link
Navigate to your Partner Portal.
Locate the relevant customer and click Payment Link.
Select the appropriate subscription plan.
Copy the generated payment link to share with your customer.