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MerchantOverview

Payments, assets, and contracts

See which settings page controls merchant payout readiness, email sync, gifting, assets, contracts, and storefront routing checks.

Last reviewed: Apr 30, 2026UI path: Merchant sidebar → Settings → Payout Settings, Asset Library, Contract Templates; Merchant sidebar → Settings page → Email Sync, Gifting Settings, App Proxy Configuration

Before you start

  • Finish the basic program settings first.

Where to find it

Merchant sidebar → Settings → Payout Settings, Asset Library, Contract Templates; Merchant sidebar → Settings page → Email Sync, Gifting Settings, App Proxy Configuration

Steps

Step 1.

Open Settings → Payout Settings and prepare your merchant payout methods.

Step 2.

Open Settings → Email Sync from the settings landing page if you want contact sync with a connected marketing platform.

Step 3.

Open Settings → Gifting Settings from the settings landing page to choose the product used for welcome gifting.

Step 4.

Open Settings → Asset Library to upload program assets and manage visibility.

Step 5.

Open Settings → Contract Templates to upload and activate the contract template used for partner agreements.

Step 6.

Open Settings → App Proxy Configuration to review the storefront routing readiness page.

Settings explained

  • Payout Settings decide whether payout operations are actually ready for merchant approval workflows. This page now separates automated readiness, shop default threshold, and merchant-owned Stripe or PayPal account controls.
  • Email Sync supports marketing workflows by keeping contact data aligned.
  • Gifting Settings prepares welcome gifts for eligible VIP partners.
  • Asset Library stores brand assets and product photos for partner use.
  • Contract Templates control the starting document used when sending contracts.
  • App Proxy Configuration helps merchants confirm storefront routing readiness in plain language.

Example

A merchant connects the shop's Stripe account in Payout Settings, checks that automated readiness is complete, uploads premium brand assets for VIP use, activates a contract template, and then enables gifting so approved VIP partners receive a welcome gift after onboarding.

Tips and limits

  • This page is an overview. Use the detailed settings pages when you need exact steps for one workflow.
  • Do not wait until the first payout request to confirm gateway readiness or threshold behavior.
  • Keep asset visibility levels clear so standard and premium content are not mixed by mistake.
  • Review contract template versions before sending a new batch of contracts.

Related pages

Payout SettingsConfigure merchant-owned payout gateways, confirm automated payout readiness, and set the shop default threshold for partner payout requests.Asset LibraryUpload and organize partner-facing assets so the right files are available to the right audience.Contract TemplatesUpload, activate, and manage the document template used for partner agreements and signing workflows.
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