How to Onboard Clients Without Giving Your Team Access to Your Affiliate Account

If you have team members who only need to create Payset applications on behalf of your clients — but you don’t want them to have full access to your affiliate account — you can still ensure all applications are linked correctly.

Here’s what you need to do:

Step-by-Step Process

1) Use Your Unique Affiliate Sign-Up Link

• Share your unique link with the team member who will handle client onboarding.

• Example: https://signup.payset.io/sign-up?utm= ...

2) Have Your Team Member Register via the Link

They must click the link and complete the short registration:

• First Name
• Last Name

• Email Address
• Then verify the email and activate the account.

3) Client Applications Are Automatically Linked

• Once registered, your team member can log in and create as many client applications as needed.
• Every application will automatically be linked to your affiliate account because the user was created using your unique link.

Important Notes

• You don't need to add these team members as members of your affiliate account if they don't need access to your dashboard.
• As long as they registered via your link, all client applications they create will remain correctly linked to your affiliate account.

If you later want them to access your affiliate dashboard, please reach out to our support team, and we'll be happy to help.