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Accepting an Invitation to the Partner Portal

As a Partner with Rapyd, you can create a sign-up link to share with your merchant. When you share the sign-up link and send it to the merchant’s email address, they will see an invitation to the Partner Portal. In the invitation email, the merchant will see the partner that invited them.

See Creating a Signup Link for more information.

The merchant can accept the invitation, and create their account. The merchant account will be linked to the partner’s account.

  1. Open your email. The following message appears:

    accepting-an-invitation-to-the-partner-portal-flow-1.png
  2. Click Signup to the Rapyd Client Portal.

  3. The Sign Up page appears.

    accepting-an-invitation-to-the-partner-portal-flow-2.png
  4. Check to see if the correct email address is entered in the field. If the generated email address is not correct, type in the correct email address associated with the merchant.

  5. Click Continue with registration.

  6. The Verify your email page appears.

    accepting-an-invitation-to-the-partner-portal-flow-3.png
  7. Check your email inbox for a verification email from Rapyd.

  8. The following message appears.

    accepting-an-invitation-to-the-partner-portal-flow-4.png
  9. Click the Verify your email button to verify your email.

  10. You are redirected to the user information page.

  11. Enter the first and last name of the user.

    accepting-an-invitation-to-the-partner-portal-flow-5.png
  12. Click Continue.

  13. Select the country your company is registered in.

    accepting-an-invitation-to-the-partner-portal-flow-6.png
  14. Once you have selected your country, click Continue.

    Country Registration

    The registered country for your account cannot be changed after sign-up.

    accepting-an-invitation-to-the-partner-portal-flow-7.png
  15. Enter your phone number and click Continue.

    accepting-an-invitation-to-the-partner-portal-flow-8.png
  16. Enter the 6 digit code sent to your phone number via SMS message.

    accepting-an-invitation-to-the-partner-portal-flow-9.png
  17. Enter the 6 digit code.

  18. Click Verify my number.

    Note

    You can change your number or use an authenticator app.

  19. The Password page appears.

    accepting-an-invitation-to-the-partner-portal-flow-10.png
  20. Enter your account password in both fields.

  21. Click Continue.

    accepting-an-invitation-to-the-partner-portal-flow-11.png
  22. The user information page appears.

  23. Click the Go to dashboard button.

    accepting-an-invitation-to-the-partner-portal-flow-12.png
  24. The merchant’s Partner Portal account opens.

    KYB Application

    The merchant can fill out and submit their KYB application from their Partner Portal account.

    accepting-an-invitation-to-the-partner-portal-flow-13.png