> For the complete documentation index, see [llms.txt](https://docs-vnext.kiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-vnext.kiflo.com/manage-partners/partner-records/invite-partners.md).

# How to invite partners?

You can easily invite your partners to Kiflo with just a few clicks. They will receive an invitation by email, that includes a link to activate their partner portal.

## Create new partner

To invite a new partner follow these steps:

* Go to **Partners** page
* Click the **Add a new partner** button

Then fill in the **Partner details** section as follow:

* **Partner name**: the name of the partner (the name of the company)
* **Status**: the status is indicative, it's just for you to identify whether or not the partner is active, or still a prospect
* **Partner program**: the partner program(s) this new partner is part of. You can select many programs (ex: if a partner is a reseller but also a referral partner)

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-a21f2004129c0b20bcc64734da34c7afcccc2188%2F60c9117cb899954cddd47a9b.png?alt=media)

Fill in the next section **Main contact**:

* **First name / Last name / email / job title / phone number**: those are the main contact information. Please note the email address will be the one used by the partner to connect to the partner portal
* **Access to Kifo**: check this option if you want to give access to the partner portal

{% hint style="info" %}
**Don't want to give access to Kiflo right now, but later?**

You can give/remove access to the partner portal later. For instance, you can create the partner as a Prospect, without access to Kiflo. Then choose to give him access when he signs the agreement.
{% endhint %}

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-c4eacd621badc503e40ff165e6b8a7b4acd1b858%2F60c91233b48f6d2c75435bdb.png?alt=media)

Finally, click on the **Next** button to move to the last step, and refer to one of the sections below:

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-47aac31966c36f7c517b5896442ba91edf0abfb2%2F60c9156eb899954cddd47ab0.png?alt=media)

## Invite partner automatically

If you want to invite automatically the new partner to connect to his partner portal:

* Select the **email template** used to send the invitation email
  * There is a default email template in Kiflo but you can customize it, or add more templates (from **Manage** > **Email templates**)
  * The default invitation template includes a link to activate the partner portal (it's automatically inserted by Kiflo, and it's unique for each user)
* Click the **Add** button

That's it! The partner will receive an email with the invitation link to activate his partner portal.

## Invite partner manually

If you want to invite the new partner yourself, with a custom email:

* Check **Don't send an email**
* Click the **Add** button
* Copy the **activation link**:

![](https://3041514930-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKkJn82Qo5a0Y4fOsoQzo%2Fuploads%2Fgit-blob-243e977720667011debaa0f667266bcc7802c7ff%2F60c916beb48f6d2c75435bed.png?alt=media)

This link can be used by the partner to active his partner portal.


---

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