Add New Partner

The "Add New Partner" screen allows Tenant Affiliate Management (TAM) users to add new partners with detailed personal, address, and account information.

Accessing the Screen

• This screen is accessible by clicking the "Create" button on the Partner List screen.

Screen Sections

Partner Information

• First Name: (required)
• Last Name: (required)
• Email Address: (required)
• Phone Number: (Country code and number) (required)

Personal Data

• Country: Selection from a list (required)
• Address Line 1: (required)
• Address Line 2: (optional)
• ZIP Code: (required)
• State: (required)
• City: (required)

Financial Data

• Account Type (For US):

  • Checking or Savings
    • Account Number
    • Routing Number

• Account Type (For BR):

  • CPF or CNPJ: (required)
  • Bank: List of banks (required)
  • Agency: (required)
  • Account Number: (required)
  • Pix Key: (optional)

Navigation

• Save: Submits the information and creates the partner.
• Back: Discards changes and returns to the Partner List screen.

Behavior and Validation

• Upon entering all required information and clicking "Save," the new partner is created.
• If required fields are left blank, error messages will prompt the user to complete the form.
• The "Save" button is enabled when all required fields are filled:
  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Country
  • Address Line 1
  • City
  • State
  • Zip Code
  • For Brazil:
    • Bank
    • Agency
    • Account Number
    • CNPJ or CPF
• If Address Line 2 or Pix Key fields are not filled, the "Save" button remains enabled as long as all other required fields are completed.
• Clicking "Save" submits the form, records the information, and redirects the user to the Partner List screen with a message: "Partner created successfully."
• The new partner's status is set to "Invited" until they confirm the invitation and create a password.
• Clicking "Back" abandons all input and returns to the Partner List screen.