Partner Portal

Anyone who sells to consumers on behalf of a system provider can use the Partner Portal. Distribution partners are also known as agents. In the portal, agents can manage existing consumers, register new consumers, top up airtime, and validate pending consumer registrations. Agents can also settle commissions and run a number of reports. Depending on assigned roles and privileges, agents can create agent hierarchies.

• Logging in to the Partner Portal
  Log in to the Partner Portal to service customers, settle commissions, and run reports.
• Self Care
  The Self Care option includes self-service functions that agents can use to view their assigned user name, and attachments to their user profile. Additionally, agents can view a history of transactions they have run, including those they ran on behalf of other agents, such as cash-out and top-up airtime transactions. Agents can change their passwords, but cannot edit their user names, which are assigned by administrators.
• Customer Services
  Agents use the Customer Services option to search for consumers who want to transfer or withdraw money through a distribution partner, to view a consumer's transaction history, and to upgrade know-your-customer (KYC) information.  Additionally, agents can register new consumers and add airtime minutes. Agents cannot edit consumers’ personal data unless they are validating consumers information through the KYC Update feature.
• Bulk Processing
  You can use the Bulk Processing option to upload transaction data into XML file formats. Depending on your assigned privileges, files are either uploaded for confirmation or processed immediately.
• Manage Agents
  Agents can use the Manage Agents option to create new agents and subagents, edit existing agents, and activate or delete pending agents. They can also view agent-subagent relationships in a hierarchy. Agents' privileges determine which portal features they can access.
• Reports
  Agents can use the Reports option to generate reports in a variety of formats: PDF, CSV, Microsoft Excel, SAP® Crystal Reports, or RTF.