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MMP: Creating a Partner account

This articles describes how to create a partner account in your Swaarm MMP

Updated over a week ago

This article shows how to create a Partner manually, however if you are using partner Sign Up forms, please check out this article.

How to Create a Partner in Swaarm

Creating a new partner in Swaarm is very easy. We will go step by step and help you create your new partner.

  1. Go to the Partners Overview page.

  2. Click the +Create button in the top right.

  3. Fill in the required fields.

    1. Account Type is only a tag for internal purposes and has no effect on their traffic.

    2. Status must be set to Active or their clicks will be discarded.

    3. Account Manager - Select which user will manage the account.

    4. Sales Manager - Select who is the sales manager.

    5. Country - Select the country this partner is operating in.

    6. Address

    7. Phone

    8. Tax Number

    9. Tags - Group together similar partners with tags that can be used in other features like Smart Links, Alerts and more.

    10. Note - An internal note only you and your team can see.


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  4. Click Save and you will be redirected to their details page.

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