Quick Start for Service Partners

1. Apply to the Partner Program

• Once you are logged in, click on the menu at the top right, and click the menu button for the Partner Program.
• Complete the form, review the program terms, and apply.
• Once you apply, we will review your application.

2. Add Payment Information

• Once you've been granted access to the Partner Program, you will need to add a credit card before you can add a client.
• Click on the menu at the top right, and click Payment Method.
• Add a payment method and submit the form.

3. Add a Client

• Click the Partners button in the left menu, and then click Add Client.

• Select the Plan and provide the name of the Partner. Other information is optional.

  Note that if you first want to create a token that will count towards your partner account, you can skip this step.

4. Add a Notification Group

A Notification Group is the list of email address to which security alerts will be sent. Before you can create a token, at least one Notification Group is required.

• Click the Notification Group button in the left menu to expand the menu.
• Click the New Notification Group button.
• Enter Enter the name of the group, and enter all the email addresses you want. Click the Add button for each.
• Click Create Notification Group

5. Create the Token

• Click the Token button in the left menu to expand the menu.
• Click the New Token button.
• Complete the form and create the token.
• Once created, a Go To New Token button will appear next to the Create Token will bring you directly to the token details. Click it.
• Activate and deploy the token. The steps to deploy will vary depending on the type of token. See the token types for token specific implementation recommendations.