DocumentationPartner
Common tasks
Join an approved program
Open Programs, review the manager and opportunity, and use the supported application flow. Check application status before creating a distribution experience.
Create an integration
Open Integrations and choose the creation action. Select the supported program or vault records and the experience type before configuring appearance.
Configure the experience
Set the branding, theme, display content, and supported vault-information options. Choose whether details appear inline or in a tab where the control supports it.
Deploy and operate a wrapper
Review the source vault, share class, approved partner, payout recipient and percentage split. Complete the supported deployment, deposit, redemption, or fee-claim path in its current scope.
More task guides
Your operating scope
The current account, entity, network, and object-specific role determine the available controls. A workspace label, saved display role, or public record does not grant transaction authority.
Find a page or control
Open Partner pages and controls for application locations, conditional inputs, and source-defined action families.
Before changing authority
Read Roles and permissions. Ownership, pending ownership, operational roles, signers, and payout recipients have distinct scopes.
When a task is blocked
Use Troubleshooting for validation, stale or missing data, pending operations, expired items, and changed permissions.