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đź’ˇ Notion Tip: Welcome to the guide on adding partners to your AICA portal. This process is streamlined to help you efficiently expand your network and start receiving leads from new partners.
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Step-by-Step Process:
- Initiating the Partner Addition:
- Navigate to the "Add Network" section within your AICA portal dashboard. This is your first step in expanding your partnership base.
- Entering Partner Details:
- In the "Add Network" area, you will find fields to enter essential details about your new partner. Fill in the required information such as the partner's name, email, and other relevant data.
- Sending the Invitation:
- After entering all the necessary details, click the "Submit" button. This action triggers an automatic invitation email to be sent to the partner's email address you provided. This email will contain instructions and a link for them to join your AICA portal.
- Partner Acceptance and Login:
- Once your partner receives the invitation, they need to accept it to proceed. After acceptance, they will be prompted to log in to the AICA portal.
- For security and verification, an OTP (One-Time Password) will be sent to their registered email. The partner must retrieve this OTP from their email and use it to log in.
- Completing Partner Profile Setup:
- After logging in with the OTP, your partner will be asked to complete their profile by filling in additional details such as partner type and city.
- These details are crucial as they help in aligning the partner’s contributions with the appropriate segments and regions within your network.
Conclusion:
By following these steps, you can easily add new partners to your AICA portal. Each partner, once added and verified, will be equipped to share leads with you, enhancing your business’s reach and operational efficiency. This setup ensures that your expanding network is both secure and beneficial for your business growth.