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merchant

Settings guide

Use these pages to manage business details, partner rules, payouts, branding, and operational settings.

Summary

Use these pages to manage business details, partner rules, payouts, branding, and operational settings.

Where to find it

Merchant sidebar → Settings

Before you start

  • Finish the first-time setup flow.

Steps

ScreenshotSteps 1-3
Placeholder

Settings home

Settings home showing the main settings categories available to merchants.

Settings homeThis overview should help merchants understand how configuration is grouped before they open each settings page.
  1. Open General to review business details and reply information.
  2. Open Partner Program to control how people apply to join your program.
  3. Open Tier Configuration and Pricing Rules to manage partner access and storefront discounts.
  4. Open the operational settings pages when you need payouts, email sync, gifting, assets, contracts, or storefront routing checks.
  5. Return to settings whenever your program rules or brand guidance change.

Settings explained

  • Settings control both daily operations and long-term program behavior.
  • Some settings affect only merchants, while others shape what partners see later in their dashboards or storefronts.

Example

A merchant may update tier names, adjust commission rules, connect a payout method, and upload contract templates before starting a major partner recruitment push.

Tips and limits

  • Review settings after any major program change.
  • Use the exact settings page that matches the workflow you want to control instead of trying to manage everything from the dashboard.