Partner referrals

This platform supports a partner referral program with two attribution flows:

1. Self-serve referrals via a referral link (/register?ref=...)
2. Partner-provisioned tenants via a one-time claim link (/register?tenantClaim=...)

Admin setup

Path: Admin → Partners (/admin/partners)

Platform admins can:

• Create partners (creates a dedicated partner portal workspace and a default referral code)
• Attach partner users (by email) so they can log in to the partner portal
• Configure commission rules per subscription plan (percent or flat amount)
• Review pending payouts and mark payouts as paid

Commission rules

Commissions are stored as either:

• Percent in basis points (bps), where 10_000 = 100.00%
• Flat in USD cents

If a partner has a plan-specific rule, that rule is used. Otherwise the partner’s default commission is used.

Partner portal

Paths: /partners/*

Partner users can:

• Create and copy referral links under Referral Links
• Provision tenants under Tenant registrations (and copy a one-time claim link)
• Track Referrals and Payouts as tenants progress

Referral links (self-serve)

1. Create a referral code in /partners/links.
2. Share the link /register?ref=<code>.
3. The customer registers, then creates a workspace in /onboarding/workspace.
4. The workspace is attributed to the partner at creation time (first-touch).

Tenant registrations (partner-provisioned)

1. Create a tenant registration in /partners/tenants (choose plan, optionally restrict to an intended admin email).
2. Copy the generated claim link immediately — the token is only shown once.
3. The customer admin opens the link, registers/logs in, and the tenant is claimed.

Conversion and payouts

A referral is considered converted when the tenant’s subscription becomes ACTIVE.

• Conversion is triggered by admin subscription updates.
• When conversion happens, the platform creates a payout ledger entry automatically.

Payout math

Percent payouts are calculated from the subscription plan list price:

• payoutAmountCents = round(plan.priceMonthlyCents * commissionBps / 10_000)

Flat payouts use the configured amount directly:

• payoutAmountCents = commissionValueCents