# Manage partners and client referrals

Review membership eligibility and attribution before rewarding a referral.

## What you need

An active program for public enrollment, clear terms and a partner’s verified email. Referral and financial review permissions depend on the owner/team role.

## Steps

1. Share the branded active-program enrollment page or a permitted group invite. Choose manual or configured automatic approval deliberately.
2. In **Partners**, inspect an application, its group, terms acceptance and verification before approving. Promotion requires eligible membership; suspension stops promotion without discarding historical records.
3. Use private groups for an internal cohort, resource scope or reward override. Individual rewards and manual client-referral permissions can override the group policy.
4. In **Referrals**, review tracked evidence or a partner’s manual client claim. Verify the merchant/app install and eligibility; a submitted claim is not an accepted referral.
5. Accept/reject with the relevant reason, or use dispute/reassignment review when ownership conflicts. Inspect existing liability before changing attribution.
6. Share resources/announcements only with the intended program/group audience. Notification creation can result in real delivery.

## Expected result

An auditable membership/referral decision with the correct app, partner, terms and evidence. Duplicate or conflicting evidence is reviewed instead of creating two rewards for one eligible referral.

## Resources and invitations

Use the program resource editor for HTTPS creative/document links and optional group restriction. An invite conveys an enrollment offer, not owner access. Uploaded/imported partners must claim their own account before normal verified promotion. See [Affiliate account setup](/docs/affiliates/join).

## Troubleshooting

Missing promotion often means an inactive program, unverified email, suspension or unaccepted current terms. Missing claim controls can reflect the effective program/group/membership policy. An existing-shop referral may be ineligible under the saved terms.

## Program logo and resources

In **Program details and logo**, upload an appropriate PNG program logo up to 2 MB. Review the public program view after saving. Resource entries use a label, HTTPS URL and optional private group restriction; confirm intended partners can see the current links.

## Announcements and delivery history

Open **Partners → Announcements**, choose the program and optional group, then enter subject, message and optional HTTPS link. Preview the exact content and eligible audience counts. Editing invalidates the preview; expired previews need a fresh one. **Send this announcement** queues real delivery to eligible verified partners. Opted-out/ineligible accounts are excluded; transactional payment/security/contract notices remain separate. Inspect resulting counts and notification/delivery history. A queued item is not confirmed delivery.