Associate (CA Partner) Guide

Associate is the same role as Agent under a different name internally used for CA/Partner channel relationships — you onboard clients and enroll them into services. Every page here is functionally identical to the Agent Guide (literally the same components, just under /associate/* routes), except:

• No commission. Associates aren't paid commission — Payment History has no commission column or rate, unlike Agent's.
• A navigation bug on Service Details. The "Onboard User with this Service" button incorrectly sends you to /agent/users instead of /associate/users — since that page is restricted to the Agent role, you'll be blocked. Go back and use the Onboarded Users sidebar link instead.

Everything else below is written for Associate specifically, but you'll notice it reads almost identically to the Agent guide — that's intentional, they share the same code.

What's in this guide

Chapter	Covers
Dashboard	Your onboarding performance
Client Onboarding	Onboard a new client
Services & Enrollment	Browse services and enroll a client
Payments	Your enrollment revenue (no commission)
Communications	Your notifications
Profile & Settings	Your own account