> ## Documentation Index
> Fetch the complete documentation index at: https://docs-vnext.kiflo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Invite Partners to Kiflo and the Partner Portal

> Create partner accounts in Kiflo, send invitations automatically or manually, impersonate partners to preview their portal, and accept applications.

Getting partners into Kiflo is the first step to a productive relationship. You can create partner accounts manually from the Partners page, send invitations via a pre-built email template, or share a direct activation link yourself. This guide covers every method so you can choose the one that fits your workflow.

## Create a new partner

All invitation methods start from the same place — creating the partner record.

<Steps>
  <Step title="Go to the Partners page">
    Click **Partners** in the top navigation bar.
  </Step>

  <Step title="Add a new partner">
    Click the **Add a new partner** button.
  </Step>

  <Step title="Fill in the Partner details">
    Complete the **Partner details** section:

    * **Partner name** — the company name of the partner
    * **Status** — a label for your own tracking (e.g., *Active*, *Prospect*). You can change this later.
    * **Partner program** — the program(s) this partner belongs to. You can select multiple programs if a partner operates in more than one motion (e.g., both referral and reseller).
  </Step>

  <Step title="Fill in the Main contact">
    Complete the **Main contact** section:

    * **First name / Last name** — the primary person you deal with at this company
    * **Email** — this is the address the partner will use to log in to the partner portal
    * **Job title / Phone number** — optional but useful context
    * **Access to Kiflo** — check this box if you want to grant portal access now

    <Note>
      You can grant or revoke partner portal access at any time. For example, create a partner with *Prospect* status and no access, then enable access once they sign the agreement.
    </Note>
  </Step>

  <Step title="Click Next">
    Click **Next** to move to the invitation step and choose how to send the activation link.
  </Step>
</Steps>

## Invite a partner automatically

Use this method when you want Kiflo to send the invitation email on your behalf.

<Steps>
  <Step title="Select an email template">
    On the invitation step, choose the email template to use. Kiflo includes a default invitation template that contains a unique activation link for this partner. You can customise templates or create new ones from **Manage → Email templates**.
  </Step>

  <Step title="Click Add">
    Click the **Add** button. Kiflo sends the invitation email immediately and the partner receives a link to activate their portal account.
  </Step>
</Steps>

<Note>
  Want to test the partner experience yourself? Create a partner using your own email address as the main contact and send the invitation to yourself. This lets you activate the portal and see exactly what your partner will see.
</Note>

## Invite a partner manually

Use this method when you want to send the activation link yourself — for example, embedded in a personalised email or Slack message.

<Steps>
  <Step title="Check Don't send an email">
    On the invitation step, tick the **Don't send an email** checkbox.
  </Step>

  <Step title="Click Add">
    Click **Add** to create the partner record without sending an automatic email.
  </Step>

  <Step title="Copy the activation link">
    After the partner is created, Kiflo displays a unique **activation link**. Copy it and send it to your partner through any channel you prefer.

    The partner uses this link to set a password and activate their portal account.
  </Step>
</Steps>

<Tip>
  You can retrieve the activation link at any time from the partner's profile page, so you don't need to copy it immediately.
</Tip>

## Impersonate a partner

Impersonating a partner lets you open their portal and see exactly what they see — useful when setting up Kiflo for the first time or during quarterly business reviews.

<Steps>
  <Step title="Go to the partner's profile">
    Navigate to **Partners** and click on the partner you want to preview.
  </Step>

  <Step title="Open the partner portal">
    Below the partner's name, click **Open partner portal**. A new window opens showing the portal from that partner's perspective.

    <Note>
      Kiflo impersonates the first team member with portal access. If no team member has access enabled, the button will show an error.
    </Note>
  </Step>

  <Step title="Impersonate a specific team member (optional)">
    To preview the portal as a specific person:

    * Click the **Team** tab on the partner's profile
    * Click the team member you want to impersonate
    * Click **Open partner portal**
  </Step>

  <Step title="Sign out when done">
    When you're finished, click the **sign-out button in the orange top bar**, or sign out from the top-right menu. Always sign out before resuming your normal work.
  </Step>
</Steps>

## Accept partner applications

When partners apply through your website sign-up form, their records appear in Kiflo with an **Applicant** status. You can review and act on applications from three places.

<Tabs>
  <Tab title="From the Programs page">
    <Steps>
      <Step title="Go to Programs">
        Click **Programs** in the top navigation. Each program card shows the number of pending applications.
      </Step>

      <Step title="Open the Applications tab">
        Click the program, then click the **Applications** tab to see all pending applications for that program.
      </Step>

      <Step title="Accept or reject">
        For each application, choose one of the following actions:

        * **Accept as Prospect** — creates a prospect record and moves the partner into the first stage of your prospection pipeline so you can qualify them further
        * **Accept as Active Partner** — activates the partner immediately, granting portal access and skipping the prospection stage
        * **Reject** — declines the application and (if configured) triggers an automated rejection email
      </Step>
    </Steps>
  </Tab>

  <Tab title="From the Partners page">
    <Steps>
      <Step title="Go to Partners">
        Click **Partners** in the top navigation. A default **Pending applications** view shows all applicants across all programs.
      </Step>

      <Step title="Review and act">
        Click any applicant to open their record and choose to accept or reject.

        <Tip>
          If the Pending applications view is not visible, apply a filter on **Status = Applicant** to surface the same list.
        </Tip>
      </Step>
    </Steps>
  </Tab>

  <Tab title="From the Dashboard">
    <Steps>
      <Step title="Add the widget">
        Go to the **Home** page, click **Add widget**, select the **Partners** category, and click **Add** on the **New partner applications** widget.
      </Step>

      <Step title="Review applications at a glance">
        The widget shows all pending applications across every program. You can accept or reject directly from the dashboard without navigating elsewhere.
      </Step>
    </Steps>
  </Tab>
</Tabs>