Complete the business setup
Open Partner → Onboarding and provide the requested partner identity, contact, billing, service, and operating details. Use information your business is authorized to present to clients.
Review defaults
Defaults can affect newly created client accounts, but each client still needs its own business profile, users, channels, compliance, numbers, integrations, calendar, and agent testing.
Finish onboarding before inviting clients or relying on partner reports. If a step remains incomplete, open it and resolve the listed requirement instead of creating a second partner profile.