> ## 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.

# New partner onboarding

With Partnero, you can enable custom onboarding cards to welcome new partners to your program and provide key resources. The onboarding process has three main steps:

1. Welcome message.
2. *My profile* review (default).
3. Closing message.

***

### Set up welcome and closing messages

1. Open the program you’d like to work with.
2. Navigate to **Partner portal** under **Affiliate**.
3. Go to **Pages &** **Content** tab, **Partner dashboard** section:<img src="https://mintcdn.com/partnero/lwb17bn-7QtbLBj-/images/articles/new-partner-onboarding/ef7aa01c.webp?fit=max&auto=format&n=lwb17bn-7QtbLBj-&q=85&s=b40b43fe84094255b7405f8d28b25f2d" alt="" width="2876" height="1558" data-path="images/articles/new-partner-onboarding/ef7aa01c.webp" />
4. Scroll down to find the **Onboarding** section:<img src="https://mintcdn.com/partnero/lwb17bn-7QtbLBj-/images/articles/new-partner-onboarding/611ee68d.webp?fit=max&auto=format&n=lwb17bn-7QtbLBj-&q=85&s=8a2abc68592000523abdedba04ddfc27" alt="" width="2874" height="1550" data-path="images/articles/new-partner-onboarding/611ee68d.webp" />

**Step 1: Welcome message** This section contains *Title*, *Message*, and *Button text* fields. Your goal here should be to welcome new partners and tell them more about what they should expect and share important information. Example below:

<img src="https://mintcdn.com/partnero/lwb17bn-7QtbLBj-/images/articles/new-partner-onboarding/9d24e8a9.webp?fit=max&auto=format&n=lwb17bn-7QtbLBj-&q=85&s=2e820cbc2a97c82afd20ced96c42023b" alt="" width="1898" height="852" data-path="images/articles/new-partner-onboarding/9d24e8a9.webp" />

\*\*Step 2: My profile
\*\*After the welcome message, your partners will be shown the “My profile” section. Here, they can review and edit any personal information if needed. This step does not include editable sections.

**Step 3: Closing message**
This message will be shown at the end as the last step before your partners proceed to the partner portal. You can share tips, your contact details, or anything else you think would be essential or helpful. <img src="https://mintcdn.com/partnero/lwb17bn-7QtbLBj-/images/articles/new-partner-onboarding/351fd049.webp?fit=max&auto=format&n=lwb17bn-7QtbLBj-&q=85&s=6ecedd36e3dd1482fac4cbf11180c999" alt="" width="1900" height="430" data-path="images/articles/new-partner-onboarding/351fd049.webp" />

> Make sure to click **Update** after you make any changes!

***

### Enable onboarding

Now that your onboarding is ready, make sure to enable it:

1. Go to **Partner portal** under **Affiliate**:<img src="https://mintcdn.com/partnero/lwb17bn-7QtbLBj-/images/articles/new-partner-onboarding/1d83193d.webp?fit=max&auto=format&n=lwb17bn-7QtbLBj-&q=85&s=c79fc146f117782141ffaf402e38f663" alt="" width="2868" height="1552" data-path="images/articles/new-partner-onboarding/1d83193d.webp" />
2. In the **General** tab, scroll down to the **Portal features** section. Toggle “**Enable onboarding for new partners**”:<img src="https://mintcdn.com/partnero/lwb17bn-7QtbLBj-/images/articles/new-partner-onboarding/f569026c.webp?fit=max&auto=format&n=lwb17bn-7QtbLBj-&q=85&s=aabf94867c1697ccb553a7fca6836784" alt="" width="2864" height="1556" data-path="images/articles/new-partner-onboarding/f569026c.webp" />
3. Click **Update**.

***

### Examples

Here's an example of how the onboarding cards look on the partner portal:

Step 1: Welcome message <img src="https://mintcdn.com/partnero/lwb17bn-7QtbLBj-/images/articles/new-partner-onboarding/34040698.webp?fit=max&auto=format&n=lwb17bn-7QtbLBj-&q=85&s=2d5c8edc486e9c79597d61b752b3a06e" alt="" width="2876" height="1298" data-path="images/articles/new-partner-onboarding/34040698.webp" />

Step 2: My profile section

<img src="https://mintcdn.com/partnero/lwb17bn-7QtbLBj-/images/articles/new-partner-onboarding/ca85568a.webp?fit=max&auto=format&n=lwb17bn-7QtbLBj-&q=85&s=48344496f2f6aebb7cfa3802b648c3bf" alt="" width="1752" height="878" data-path="images/articles/new-partner-onboarding/ca85568a.webp" />Step 3: Closing message

<img src="https://mintcdn.com/partnero/lwb17bn-7QtbLBj-/images/articles/new-partner-onboarding/7ddba32a.webp?fit=max&auto=format&n=lwb17bn-7QtbLBj-&q=85&s=55186383c1cdbed4b6c47a3c19f84d44" alt="" width="2878" height="1276" data-path="images/articles/new-partner-onboarding/7ddba32a.webp" />


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