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Partner Portal (Self-Service) User Manual

Module: Partner Self-Service Portal (M2)

Product: ebosAi AMP
Classification: Public / End-User Documentation
Version: 2.2 (Unified Partner Pool & Exclusivity Lifecycle)
Last Updated: September 2026

1. Overview

The Partner Portal (/partners/*) provides a modern, self-service operational environment for external marketers, content creators, influencers, bloggers, media publishers, and agencies.

Unlike legacy affiliate setups that restrict partners to a single merchant from day one, ebosAi AMP introduces the Central Partner Pool. Creators can join the network with zero onboarding friction, showcase their reach through an elevator pitch to merchants, choose between Multi-Brand Freedom or Exclusive Partnerships, browse available merchant products, and independently manage referral links, earnings, payouts, and creative marketing collateral.

flowchart TD
    A["Public Signup (/partners/signup)"] --> B["Select Type & Exclusivity + Elevator Pitch"]
    B --> C["Verify Email via 6-Digit OTP (/partners/verify)"]
    C --> D["Authenticated Access (/partners/dashboard)"]
    D --> E{"Partnership Model"}

    E -->|Multi-Brand Freedom| F["Browse Network Merchants & Products (/partners/merchants)"]
    F --> G["Generate Tracking Links (/partners/links)"]

    E -->|Exclusive Partnership| H["Discoverable in Merchant Pool (/admin/affiliates)"]
    H --> I["Receive Merchant Invitation (/partners/join?invite_token=...)"]
    I --> J["Accept Invitation & Bind to Merchant"]
    J --> K["Exclusive Promotion & Rate Protections"]
    K --> L["Optional: Request Contract Release (/partners/merchants)"]

    G --> M["Promote & Track Clicks/Conversions"]
    K --> M
    M --> N["Review Commissions (/partners/earnings)"]
    N --> O["Receive Settled Payouts to Bank (/partners/payouts)"]

2. Partner Onboarding & Registration

Joining the ebosAi Creator Network is fast, public, and friction-free.

2.1 Public Signup Page (/partners/signup)

Navigate to /partners/signup. No merchant code or tenant ID is required. Prospective partners register directly into the network pool.

┌────────────────────────────────────────────────────────────────────────┐
│                   ebosAi AMP — Partner Registration                    │
├────────────────────────────────────────────────────────────────────────┤
│  Full Name:            [ Jane Doe                                    ] │
│  Email Address:        [ jane@creator.com                            ] │
│  Partner Type:         (o) Affiliate / Publisher  ( ) Content Creator  │
│  Primary Platform:     [ YouTube              v ]                      │
│  Platform Handle:      [ @janetechreviews                            ] │
│  Website / Channel:    [ https://youtube.com/@janetechreviews        ] │
│  Phone (Optional):     [ +1 555 019 2834                             ] │
│                                                                        │
│  Your Intro to Merchants (Max 500 characters):                         │
│  [ Tech reviewer focusing on SaaS tools with 45k monthly views...    ] │
│  Character Count: 82 / 500                                             │
│                                                                        │
│  Partnership Model:                                                    │
│  (o) Multi-Brand Freedom   — Promote multiple merchants simultaneously │
│  ( ) Exclusive Partnership — Work exclusively with 1 select brand     │
│                                                                        │
│  [x] Cloudflare Turnstile Bot Verification                             │
│                                                                        │
│  [                     Submit & Send OTP Code                        ] │
└────────────────────────────────────────────────────────────────────────┘

Registration Form Fields:

  1. Full Name: Your professional or legal display name (2–200 characters).
  2. Email Address: Your primary email address. This serves as your username for OTP logins, payout alerts, and merchant communications.
  3. Partner Type:
  4. Affiliate / Publisher: Best suited for bloggers, comparison websites, newsletter authors, and search marketers who primarily drive traffic via web links.
  5. Content Creator / Influencer: Tailored for video creators, podcasters, livestreamers, and social media figures (YouTube, Instagram, TikTok, LinkedIn, X).
  6. Primary Platform & Handle: Select your dominant channel (e.g. YouTube, Instagram, TikTok, LinkedIn, X, Blog/Website) and specify your handle (e.g. @janetechreviews).
  7. Website / Channel URL: Direct URL to your portfolio, blog, or primary channel.
  8. Elevator Pitch ("Your intro to merchants"): A concise 500-character summary of your audience demographics, reach, and marketing focus. Merchants review this pitch when browsing the discovery pool.
  9. Partnership Model Choice:
  10. Multi-Brand Freedom (is_exclusive = false): Promoters retain full liberty to browse products across all participating merchants on the network, generating referral links for any approved product.
  11. Exclusive Partnership (is_exclusive = true): Promoters agree to represent a single merchant exclusively in exchange for dedicated partner terms, higher commission guarantees, or sponsorship packages.
  12. Cloudflare Turnstile Verification: Embedded privacy-preserving verification that blocks automated bots without frustrating puzzle captchas.

3. Email OTP Verification & Secure Login

ebosAi AMP strictly enforces passwordless, high-security email authentication. There are no passwords to remember, no password breach vulnerabilities, and no magic links.

3.1 Verification Flow (/partners/verify)

Upon submitting the registration form: 1. The system creates a pending creator record in the central pool (tenant_id = NULL). 2. An automated 6-digit numeric verification code is dispatched to your email via Celery. 3. You are redirected to /partners/verify?email=your_email@domain.com&purpose=signup. 4. Enter the 6-digit code received in your inbox. 5. Once verified, your account status is set to active, and you are immediately logged in.

3.2 Secure OTP Login (/partners/login)

Whenever returning to the platform: 1. Navigate to /partners/login. 2. Enter your registered email address and click Send OTP Code. 3. Retrieve the 6-digit code from your email inbox. 4. Enter the code at the verification prompt. 5. On successful verification, the backend issues a stateless amp_partner_token httpOnly cookie (valid for 24 hours), securely granting access to your portal.

[!NOTE] OTP Security Policy: - OTP codes are valid for 10 minutes (OTP_TTL_MINUTES = 10). - Entering 3 incorrect attempts results in an automatic 30-minute lockout. - OTP code requests are rate-limited to a maximum of 3 requests per email per hour.

4. Navigating the Partner Portal

Once authenticated, the Partner Portal sidebar provides access to the following operational tools:

┌────────────────────────────────────────────────────────────────────────┐
│  ebosAi AMP                                                            │
│  ────────────────────────────────────────────────────────────────────  │
│  [x] Dashboard                    Overview of traffic and earnings     │
│  [x] Browse Merchants & Products  Network catalogue and releases       │
│  [x] My Links                     Manage active referral URLs          │
│  [x] Create Custom Link           Generate targeted product links      │
│  [x] Earnings                     Itemized commission notes ledger     │
│  [x] Payouts                      Payment settlement history           │
│  [x] Marketing Assets             Official banners, copy, and graphics │
│  [x] Profile                      Personal info & encrypted bank data  │
└────────────────────────────────────────────────────────────────────────┘

5. Portal Screens & Detailed Features

5.1 Dashboard (/partners/dashboard)

The command centre displaying your performance over the last 30 days and lifetime: - Total Clicks: Real-time counter of visitors who clicked your tracking links. - Conversions (Signups / Purchases): Validated lead and customer conversion events credited to your profile. - Conversion Rate (%): Conversion efficiency ratio ((Signups / Clicks) * 100). - Commission Pipeline: - Pending Commissions ($): Earnings currently undergoing the merchant holding validation window (typically 30 days for return/chargeback protection). - Approved Commissions ($): Cleared commissions locked and queued for the next payment batch. - Lifetime Paid ($): Total earnings disbursed to your bank account. - Performance Charts: - 30-day dual-bar trend: Daily link clicks plotted against validated signups. - Commission status donut chart: Visual distribution of Pending, Approved, and Posted earnings.

5.2 Browse Merchants & Products (/partners/merchants)

The catalogue interface adapts dynamically based on your chosen partnership model:

A. Multi-Brand Freedom Mode (is_exclusive = false)

  • Network Merchant Directory: Search and browse active merchants participating in the ebosAi creator network.
  • Product Offerings: View each merchant's active software plans, retail pricing, and commission terms:
  • Standard Percentage Rate: e.g., 20% recurring monthly subscription.
  • Flat Bounty: e.g., $100 one-off per enterprise signup.
  • 1-Click Link Creation: Click Promote Product next to any item to instantly generate an attributed referral link.

B. Exclusive Partnership Mode (is_exclusive = true)

  • Attached Merchant Brand: Displays the name, logo, and active terms of your exclusive brand relationship.
  • Brand Protection: Cross-brand browsing is restricted to preserve contractual exclusivity.
  • Request Contract Release Modal: If you wish to terminate an exclusive arrangement and return to the multi-brand open pool:
  • Click Request Contract Release at the top right of the screen.
  • A modal dialog opens requesting a mandatory cancellation reason (5 to 1,000 characters).
  • Enter your reason (e.g., "Contract term expired; transitioning to multi-brand tech reviews").
  • Click Submit Request.
  • The request is submitted to the merchant (POST /api/v1/portal/exclusivity/request-release). Your portal displays a Pending Review badge until the merchant approves or declines the release.

5.3 Program Invitation Acceptance (/partners/join)

When a merchant discovers your profile in the central pool, they can issue you a direct invitation. You receive an email notification containing a secure invitation link:

https://amp.ebosai.com/partners/join?invite_token=inv_9876543210abcdef&tenant=acme-corp
  1. Open the invitation link in your browser.
  2. The page displays:
  3. Inviting merchant brand name and logo.
  4. Customized personal message from the merchant manager.
  5. Program commission rates and terms.
  6. Click Accept Invitation:
  7. The system executes POST /api/v1/partners/pool/accept-invite.
  8. Your account is formally attached to the merchant (tenant_id assigned, is_engaged = true).
  9. If you declared an exclusive partnership, your profile is automatically hidden from other merchants' searches.
  10. You are redirected directly to your new merchant dashboard.

Create and track granular marketing links to optimize campaign placements:

  1. Viewing Active Links (/partners/links):
  2. Review all your active tracking links, target destinations, assigned campaign tags, total clicks, and conversion counts.
  3. Copy any link directly to your clipboard with a single click.

  4. Toggle the active status switch to deactivate old campaigns.

  5. Creating a New Custom Link (/partners/links/create):

  6. Label: Enter a descriptive campaign label (e.g., "YouTube Autumn Review 2026").
  7. Target Product: Select a specific product plan from the merchant catalogue or choose the default merchant landing page.
  8. UTM Parameters (Optional): Define utm_source, utm_medium, or utm_campaign for tracking in external analytics (Google Analytics, Mixpanel).
  9. Click Generate Link.
  10. The platform creates a cryptographically unique URL: 
    https://marketing.ebosai.com/ref/merp-jane-yt

[!TIP] Each partner account can maintain up to 20 active tracking links simultaneously.

5.5 Earnings & Commission Ledger (/partners/earnings)

A granular, itemized audit ledger of every commission transaction attributed to your referrals:

Ledger Column Description
Date & Time Timestamp when the conversion occurred.
Referral Lead Masked customer identifier for privacy protection (e.g., al***@domain.com).
Target Product Specific plan or SKU purchased (e.g., MicroERP Pro Annual).
Base Order Amount Gross order value paid by the customer.
Commission Earned Net reward credited to your account.
Status Badge pending (in holding window), approved (cleared for payout), posted (paid), or rejected (refunded/fraud).
Payout Batch Ref Unique reference linking the transaction to a scheduled bank disbursement.
  • Filtering: Filter by status or date range.
  • CSV Export: Click Export CSV to download complete transaction logs for tax, accounting, or bookkeeping purposes.

5.6 Payouts & Settlement History (/partners/payouts)

Monitor scheduled payouts and historical bank wires: - Minimum Payout Threshold: The default threshold is $50.00. Approved commissions roll over until this threshold is reached. - Batch Reference: Unique settlement tracking ID (e.g., PAY-2026-09-001). - Amount & Currency: Total net funds disbursed. - Lifecycle Statuses: - pending: Batch created and queued. - processing: Wire transfer initiated and in transit. - completed: Funds settled in your account with banking transaction reference.

5.7 Marketing Creative Assets (/partners/assets)

Access high-converting brand creative collateral uploaded by merchant marketing teams: - Collateral Categories: Display banners (IAB standards: 728x90, 300x250, 160x600), social media cards (LinkedIn, X, Instagram), product matrices (PDF), and pre-approved email swipe copy. - Secure CDN Downloads: Files are stored in Cloudflare R2. Clicking Download generates a 15-minute secure presigned URL preventing unauthorized hotlinking.

5.8 Profile & AES-256 Bank Account Registration (/partners/profile)

Manage your personal credentials and configure secure banking coordinates for payouts:

Personal Information:

  • Editable: Phone number, website URL, promotional social handles, elevator pitch.
  • Protected: Full legal name, primary email address, partner type, and assigned commission tier (contact merchant support to update).

Banking Coordinates:

To receive direct wire payouts, register your bank account details: 1. Navigate to /partners/profile#bank. 2. Complete the banking fields: - Account Holder Name: Full legal name matching your bank account. - Bank Name & Country: e.g., Chase Bank, United States. - Account Number / IBAN: Domestic account number or international IBAN. - Routing Number / SWIFT BIC: 9-digit US routing number or international SWIFT/BIC code. - Preferred Currency: USD ($), EUR (€), GBP (£), etc. 3. Click Save Bank Details.

[!IMPORTANT] Bank Security & Privacy Architecture: All banking coordinates are encrypted at rest using enterprise-grade AES-256-GCM encryption keys. In all screens, browser payloads, and API logs, account and routing numbers are strictly masked, displaying only the last 4 digits (e.g. ****0000).

6. Prohibited Terminology & Route Reference

For seamless technical support and documentation clarity, use the canonical terminology:

❌ Deprecated / Avoid ✅ Canonical ebosAi Term Route / Context
/affiliate/apply, /affiliate/signup /partners/signup Public partner registration
/affiliate/login /partners/login Email OTP login
/affiliate/verify /partners/verify OTP code entry
/affiliate/dashboard /partners/dashboard Partner overview
/affiliate/merchants /partners/merchants Browse merchants & contract release
/affiliate/links /partners/links Active links
/affiliate/earnings /partners/earnings Commission ledger
/affiliate/payouts /partners/payouts Payment history
magic link login Passwordless Email OTP 6-digit numeric verification
affiliate (as exclusive entity) partner Unified database entity