Completing onboarding
Read this after you've signed up and verified your email — it covers your legal details, your partner agreement, and payment (Deel) setup.
Once you've signed up and verified your email, the next steps are your legal details, your partner agreement, and payment (Deel) setup.
Fill in your legal and contact details
In the partner portal, open Settings → Profile. Everything is on this one tab, saved together with Save changes (or Discard to undo your edits):
- Commission rate: your agreed Commission percentage, shown read-only. Contact SME if it looks wrong.
- Company profile (or Contractor profile if you partner as an individual): Display name, Tax ID / VAT number, Website, and Country of incorporation (or Country of residence). Companies also add their Legal entity name and Registration number.
- Legal address (companies only): street address, address line 2, city, state/region, postal code, and country. This appears on contracts and tax documents.
- Primary contact (Your contact details for individuals): first name, last name, Role / title (or Headline), and phone. The contact email is locked and can't be edited here.
- Contact address (Mailing address for individuals): where SME sends physical correspondence and tax documents. Companies can tick Same as legal address instead of retyping it.
Sign your partner agreement
How you sign depends on your partner type:
You sign your agreement via DocuSign. This is arranged directly with the SME team, and you'll receive the document by email. You won't see an onboarding tab in your settings, which is expected.
You're onboarded through Deel, and handle it self-service in the portal (below).
Deel setup (individual contractors)
Deel is the platform we use to manage contractor agreements and identity verification.
- In Settings, open the Onboarding tab.
- Click Request contract. This initiates your Deel contract.
- Deel sends a registration email to the address you registered with us. If you can't find it, check your spam or promotions folder.
- Follow Deel's instructions to review and sign your agreement and complete identity (KYC) verification.
Once requested, the Onboarding tab shows your Deel details read-only:
- Is Deel Active: whether your Deel registration is active.
- KYC status: the state of your identity verification. Verification by Deel may take up to one business day.
- Contract ID and Deel ID: your references with Deel.
- Onboarding Sent Date: when the Deel registration email was sent.
KYC still not verified after 24 hours?
Make sure all required documents were submitted, then contact Deel directly for further assistance.
A Setup progress bar at the top of the tab shows whether this step is complete.
Managing your account
The Account tab in Settings shows the email you sign in with, lets you change your password (Update Password), and lets you request deletion of your partner account (Request account for deletion). An administrator processes deletion requests, and you can cancel yours with Cancel deletion request until then. Once processed, your account and personal data are permanently removed; referral history used for commissions is kept without your personal details.
What happens next
Once your agreement is signed (and, for contractors, Deel KYC is approved), you're fully set up to earn. Get your referral link and start sharing: Your referral code.
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Updated 27 days ago