PARTNER

PARTNER Portal

Overview

The PARTNER portal is for channel operators — businesses or agents that operate under a TENANT institution. Partners can own wallets, initiate transfers, and use referral codes to onboard consumers.

• Created by a TENANT administrator
• Cannot self-register — account is provisioned by TENANT
• Owns wallets — can hold balances and transact
• Can use referral codes assigned by TENANT
• Can view available channel products

Wallet Operations

Feature	Description
List my wallets	View all wallets owned by your account
Query wallet details	Inspect a specific wallet's status and configuration
Check balance	View current balance for a wallet
Query wallet flows	View transaction history (credits and debits) for a wallet

Transfer Operations

Feature	Description
Initiate transfer	Create a new fund transfer from your wallet
Query my transfers	Search your transfer history with filters
View transfer details	Inspect a specific transfer order

Referral System

PARTNER accounts can use referral codes assigned to them by the TENANT administrator.

Referral code creation and management (activate, deactivate, update) is performed by the TENANT administrator. Partners can only view and use their assigned code.

Feature	Description
View my referral code	See the referral code assigned to your account
Query my referrals	List consumers who registered using your referral code
Count my referrals	Get a total count of your referral registrations

Channel Products

Feature	Description
Query channel products	View available payment channel products and their status

Workspace & Members

Feature	Description
View my workspace	Query your own workspace details
Update workspace	Modify workspace name and settings
Manage members	View workspace membership
Send invitations	Invite other users to your workspace
Manage invitations	Query sent and received invitations
View roles	Check role assignments in your workspace

Account Security

Feature	Description
Change password	Update your login password
MFA settings	Enable or disable multi-factor authentication
TOTP management	Configure time-based one-time password (authenticator app)
Security status	Query your current security settings

Permission Overview

Capability	Access
Own wallets	Yes
Initiate transfers	Yes
Self-register	No
View referral code	own code only
Query referral records	own referrals only
Create/manage referral codes	No
View channel products	Yes
Configure fees or notifications	No
Manage users	No