A. What is Onboarding checklist? #
Onboarding checklist is a to-do list required you to complete when becoming a Partner on Permate. You can choose to complete this checklist at will. However, Permate encourages you to complete the Onboarding checklist to increase your chances of partnering with quality brands.
The Onboarding checklist has a total of 5 sections:
- Personal Info
- Network Info
- Properties
- Payment Info
B. How to complete Onboarding checklist on Permate #
To update information on the Onboarding checklist, select the arrow icon at the section you want to work on in the checklist.
⚠️Note: Follow this checklist to ensure you get the full functionality of Permate. Some functions are limited like Invoice & Payment when you haven’t completed the checklist.
Personal Info on Permate
- Personal Info on Permate
You can add or change your account’s personal information such as First Name, Last Name, Phone Number, and Login Password. Note that you cannot change your login email, so be careful when registering an account on Permate.
Personal Info on Permate
- Network Info on Permate
Network Info is crucial in creating the first impression when the Brand wants to learn more about you. An attractive and detailed profile will help attract and increase trust in Brands.
Permate allows you to personalize your Network Info with Avatar, Display Name, Address, Partner Type, Geolocation, Vertical and Bio description. You can customize Network Info anytime to fit your current needs.
Network Info on Permate
💡Tip: If you don’t know what to fill in or have questions about the section, select the question mark icon next to each section for detailed instructions.
- Properties on Permate
To help Brands better understand you and your working style, the Properties section increases Brands’ trust and help them make recruitment decisions easier.
Partners can add up to 10 Properties by selecting the +Add button and filling in displayed information such as Campaign Type, Campaign Name, Campaign Description, Campaign Link, Campaign Visit, and Images.
Properties on Permate
- Payment Info on Permate
After completing a Campaign, your earnings will be credited to Permate. You can then withdraw and deposit the earnings into your bank account, paypal, Payoneer. You can add a maximum of 5 payment method.
⚠️Note: Ensuring that your login information and bank account are secure, please be careful when providing your information. And Permate does not encourage you to share information with any person or third-party website/app.
Payment Info on Permate
In conclusion, those are the definitions of an Onboarding checklist and how to complete the to-do list on Permate. Please follow all the detailed instructions!
