Review partner applications

Goal

Collect applications from chauffeur companies through a public form and decide which ones join your partner directory.

Prerequisites

• Your plan includes the partner network (Operations or Scale).
• Your role can edit partners. With view access only you can read the applications but not approve or reject them.

Steps

1. Open Partners and select the Applications tab.
2. Copy the Public apply link shown at the top and share it in your emails or on your website. It is the public page where a company fills in its details and attaches documents.
3. Read each waiting application. The strip above the list says how many await review. Each card shows the company, contact, service area, fleet description, any licence number, and the badges Insurance declared or No insurance declared, and Terms accepted or Terms not accepted.
4. Under Documents, select Open next to each attached file and check it. Each file opens in a new browser tab.
5. Look for the Possible duplicate badge. It means the email matches a partner you already have. The check only looks at the first 50 partners in your list, so search the directory yourself if you have more.
6. Select Approve to accept the company. If the email matches an existing partner, the application is merged into that partner and you see Merged into existing partner. Otherwise you see Partner created, and the new partner starts on probation.
7. Select Reject to decline it, or open the menu on Reject and choose Reject as duplicate when the company is already in your directory.

Expected result

An approved application leaves the waiting list and the partner appears in the Directory. A rejected one leaves the list too. Approving does not email the partner and does not give it portal access.

Troubleshooting

• If the list says No pending applications, nobody has applied yet. Share the apply link first.
• If Applications could not be loaded appears, select Retry. A failed load is not an empty list.
• If there are no Approve and Reject buttons, your role cannot edit partners.
• If Failed to approve says the application was not found or already processed, someone else decided it. Refresh the list.
• If the new partner needs to use the portal, open it from the Directory and send an invite from Portal & settings.