Knowledge base

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Knowledge base

Partner Portal

Partner Portal

Learn how to manage your instance and the associated domains

How to embed the scanner on your website

How to access scanner leads

How to view your invoices in the Partner Portal

Getting Started

Getting started with Clym

Partnership program benefits

Domains

Domain management overview

How to use your referral links

How to add a new domain

How to add multiple new domains

How to import net new domains

How to fill in the domains upload file (xlsx)

How to fix the error upload file (xlsx) and resubmit

How to find a domain and review its information

How to deactivate a domain

How to deactivate multiple domains

How to reactivate a domain

How to access the embed codes for the scan and registration widgets

Registration widget walkthrough

Scan widget walkthrough

How to access a customer's scan report

How to resend an invite

How to import merchant IDs

How to change the product on a customer's domain

See more

Marketing Materials

How to use marketing materials

API Keys

How to create a new API key

How to deactivate an existing API key

Company settings

Manage company details

User Access

User Management

How to add a new user

How to resend an email invite to a user

How to change the role of a user

How to deactivate a user

How to reactivate a user

How to delete a user

See more

My Account

My account management

How to sign in using a magic link

How to update your profile information

How to change your sign in method

How to reset your password

How to enable two-factor authentication

How to disable two-factor authentication

How to sign in using two-factor authentication

How to permanently delete your account

How to switch between multiple partners partner accounts

See more

Email Templates

Add a new intro email template

Invoices

How to view an invoice for a customer's domain