Onboarding & Approval
Controlled onboarding - open where you want it, gated where you need it.
Onboarding & Approval gives you a structured path for specialists and affiliates to register, complete required steps, and get approved before going live - ensuring quality and consistency at scale.
How it works
A streamlined process designed for efficiency and control
Configure registration: open self-signup or invite-only depending on portal and tenant policy
Define step-based requirements: profile completeness, documents, agreements, and operational settings
Specialists and affiliates complete their onboarding checklist while awaiting review
Admins review submissions: verify completeness, check eligibility, and ensure policy compliance
Approve to go live, request changes, or reject with clear reasons - activation triggers discovery eligibility
Core capabilities
Enterprise-grade features for complex operational needs
Flexible Registration
Open registration or invite-only access depending on portal configuration and tenant policy.
Step-Based Onboarding
Define explicit requirements: profile details, services, availability, documents, and agreements.
Guided Checklists
Clear progress indicators show what's complete and what still needs attention before approval.
Document Collection
Collect required credentials, certifications, or compliance documents as part of onboarding.
Pre-Approval Access
Specialists and affiliates can use the portal and prepare their profile while awaiting approval.
Admin Review Workflows
Structured review queues with completeness checks, eligibility criteria, and policy verification.
Approval Outcomes
Approve to go live, request changes with specific feedback, or reject with clear next steps.
Tenant-Level Requirements
Configure different onboarding requirements and approval rules per network or tenant.
Specialist Onboarding
Specialists complete profiles, set availability, configure payout details, and accept agreements.
Affiliate Onboarding
Affiliates register, complete required steps, and await approval before promotion access.
Activation Gating
Control when specialists become discoverable and when affiliates can start promotion.
Operational Settings
Capture availability, payout preferences, service modalities, and language capabilities.
Built for scale and precision
Our advanced capabilities are designed for organizations that need granular control, sophisticated workflows, and enterprise-grade reliability.
Use cases
See how different organizations leverage this capability
Specialist Network Quality
Ensure all specialists meet quality standards, complete required profiles, and pass verification before appearing in the marketplace.
Affiliate Program Control
Gate affiliate promotion access until onboarding is complete and approval is granted to maintain program integrity.
Multi-Tenant Requirements
Configure different onboarding requirements and approval workflows for each network or tenant in your platform.
Compliance Readiness
Collect required documents, certifications, and agreements as part of onboarding to meet regulatory requirements.
Credential Verification
Review professional credentials, qualifications, and eligibility before specialists can accept customers.
Scalable Intake
Process high volumes of specialist and affiliate applications with structured review queues and clear approval workflows.
Why choose this capability
Onboard at scale while keeping quality consistent
Talk to us about step-based onboarding, approval workflows, and go-live gating for your specialist and affiliate network.