SAPI

Partner Portal Guide

Partner Reporting and Performance Metrics

Partner Marketing Guidelines

Managing Customer Issues as a Partner

Alfer Rajah

Partner Reporting

Business customers only. Payment-linked Advance is a purchase of future revenue receivables, not a loan or regulated consumer credit, and not for personal use. Funding is subject to status, affordability and underwriting; personal guarantees will be required. SAPI Group Limited and SAPI Origination Limited are not authorised or regulated by the Financial Conduct Authority; the Financial Ombudsman Service may not be able to consider complaints; not covered by the Financial Services Compensation Scheme. Introducers and partners introducing the borrowers will receive an introduction commission from SAPI. Prospective applicants and borrowers should seek independent financial and legal advice if unsure about any terms or obligations.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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