3 Easy Steps to Adding Team Members to the Partner Dashboard

3 Easy Steps to Adding Team Members to the Partner Dashboard

We hope you've had a chance to explore the SmartPay Partner Dashboard. Ideally, you've added your bank account, stores, and even processed your first transaction. (Congratulations!) What's next?

By signing up more team members for SmartPay, you can:

  • Build awareness of SmartPay and increase sales

  • Track progress for individual team members

  • Find out who your team’s top performers are

  • Compare performance of individual team member’s transactions to overall sales for your team

 

 

Adding team members to the Partner Dashboard is easy! Just follow these steps:

  1. Click the “Team” icon under the “Management” tab

  2. Enter name and email address of team member

  3. Select role and store(s)

Your team member will receive an email with instructions on how to set up the account.

In order to keep track of their transactions, team members will need to select their name from the drop-down list on the SmartPay Store site before processing an application.

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A Smart Partner for your business

A Smart Partner for your business