Marketers - Adding Supplemental Terms and Conditions

As a partner admin, you are able to add and manage supplemental terms & conditions that can be used by all or select marketers within your platform.

Table of Contents

Adding Supplemental Terms from your Admin Account

Adding Supplemental Terms from your Admin Account

From the admin dashboard, click on Supplemental Terms in the left-hand navigation.
To add new terms & conditions, click Upload New Document on the right-hand side.

Please note: Only PDF and Word documents are accepted formats.

From here, you will need to select Manage to determine which marketers have access to append these terms to their various opportunities.
You can quickly approve all or decline all using the bulk actions filter. If you remove a marketer's access to a specific set of terms, you can always decide to approve the marketer later to regain use of the terms.

Adding Supplemental Terms from your Marketer Account

Please note: If you are an admin, you are able to approve your own uploads.

From your marketer account, click on Supplemental Terms in the left-hand navigation.
To add new terms & conditions, click Upload New Document on the right-hand side. Only PDF and Word documents are accepted formats.
Once uploaded, the document will move to your pending tab where it will need to be approved by your account admin.