> ## Documentation Index
> Fetch the complete documentation index at: https://docs.partnero.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and enable partner approval form

### Approval process

With Partnero, you can choose to make your program **open to all registrants** or set up an **approval process**.

If partner approvals are enabled:

* Upon sign-up, each partner will be asked to complete and submit an approval form.
* The program owner will see all pending approval requests in the dashboard.
* Each request must be reviewed and either **approved** or **rejected**.

Only approved partners will gain access to the partner portal and receive their unique affiliate link to promote your product.

***

### Enable and customize the approval process

To enable the partner approval process:

1. Open the program you’d like to work with.
2. On the left sidebar, click on **Partner Portal** under **Affiliate.**
3. Navigate to the **Pages &** **Content** tab →  **Public pages** →  **Sign-up page**:
   <img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/30d0e0a9.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=5c3e19b4b1deafe622abdf7875c28c2f" alt="" width="2870" height="1556" data-path="images/articles/create-an-approval-form/30d0e0a9.webp" />
4. Toggle to enable the approval form for new partners:<img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/bce7917d.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=ba1f486703a9ca7c562fe6db5767fcd7" alt="" width="2870" height="1558" data-path="images/articles/create-an-approval-form/bce7917d.webp" />*Alternatively, the approval can be enabled under **Program** → **Settings** → **Other***. *Enabling in one location is sufficient.*
5. Click **Update** to save changes.

#### Approval form placement

You can choose between two approval form placements:<img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/4e134ba1.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=de3341b33f77f59a5267eb4f30191c06" alt="" width="2878" height="1568" data-path="images/articles/create-an-approval-form/4e134ba1.webp" />

* **In partner dashboard** – the form appears inside the partner dashboard after a user signs up.<img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/d15a96b0.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=ba36635744e916482f1362202ea77af0" alt="" width="2318" height="1290" data-path="images/articles/create-an-approval-form/d15a96b0.webp" />
* **Inline** **with signup form** – the form appears directly on the sign-up page as part of the registration process:<img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/32c0df1e.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=65f60d82bd4e5b60b7a323fdf923aa8c" alt="" width="2878" height="1564" data-path="images/articles/create-an-approval-form/32c0df1e.webp" />

***

### Approval form content & messaging

You can customize the messages shown to candidates before and after they complete the approval form.

To edit these messages:

1. Go to **Partner portal** → **Pages & Content** tab → **Public pages** → **Sign-up page**.
2. Scroll down to the **Approval content** section.
3. Switch between the tabs to customize the following messages:
   * **Welcome message** – displayed before a candidate starts the form.
   * **Submission message** – displayed after the form has been submitted.
   * **Rejection message** – displayed if the candidate’s application is rejected.

<img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/8e153132.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=87dcde9daa35be3455290640b9f2fed2" alt="" width="2866" height="1558" data-path="images/articles/create-an-approval-form/8e153132.webp" />

***

### Approval form questionnaire

Lastly, you can create a custom questionnaire that candidates must complete.

To create questions

1. Go to **Partner portal** → **Pages & Content** tab → **Public pages** → **Sign-up page**.
2. Scroll down to the **Approval form** section.
3. Click **Add field** and select the question type:<img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/159a6ac3.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=be65a8a776d5d4da1cf2fd2c034b381e" alt="" width="2854" height="1560" data-path="images/articles/create-an-approval-form/159a6ac3.webp" />
4. Add as many questions as you need. Toggle 'Required?' to make the answer mandatory:<img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/e6fd2087.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=b046a9bd87b8cad56bc4e72c3287fd56" alt="" width="2870" height="1558" data-path="images/articles/create-an-approval-form/e6fd2087.webp" />
5. Click **Update** to save your changes.

***

### Approval form question types

You can add the following field types:

| Input | Creates a free-text field for a partner to type in their answer. Question example: “Tell us more about your business.” |
| - | - |
| Checkbox | Allows creating predefined options that the partner can choose from. They will be able to select **multiple** options. Question example: “How are you going to promote our product?”; checkbox options: website, social media, video content, other. |
| Radio | Allows creating predefined options that the partner can choose from. Partners will be able to choose a **single** option. |
| Select | Creates a dropdown with pre-defined options. |
| Countries | Includes a dropdown countries list. |
| Text | Adds a note or additional text in between questions. It does not require an answer. |
| | |

####

***

#### To add a free-text input option:

1. Click **Add field**, and then select **Input**.
2. Type your question in the **Label field** and toggle the **Required** option if you wish to make this question mandatory.
3. Click **Update.**

<img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/409544b2.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=f897fe79449b6a57959bca0a977ff809" alt="" width="1834" height="562" data-path="images/articles/create-an-approval-form/409544b2.webp" />

#### To add checkboxes:

1. Click **Add field**, and then select **Checkbox**.
2. Type your question in the **Label field**.
3. List the checkbox options in the **Options** field.
4. Click **Update**.

<img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/45408d52.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=b2ea976554861032577cf0b2bac4efb3" alt="" width="1888" height="1088" data-path="images/articles/create-an-approval-form/45408d52.webp" />

Below is an example of how the form and each approval question type look on the Partner portal:

<img src="https://mintcdn.com/partnero/BSJijpML3MivPH1W/images/articles/create-an-approval-form/e1be8cb3.webp?fit=max&auto=format&n=BSJijpML3MivPH1W&q=85&s=7ba76f71ee0d8e4bc3434dea05d91361" alt="" width="1600" height="1206" data-path="images/articles/create-an-approval-form/e1be8cb3.webp" />

Don't forget to click **Update** after you make any changes!


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