Documentation Portal
Product documentation for setup, admin workflows, reports, payouts, and troubleshooting.
Getting started
- Connect HubSpot and run first sync
- Finish one-time onboarding
- Create your first commission rule
Operations
- Approve commissions in Reports
- Create and manage payout batches
- Use Activity for audit trails
Administration
- Invite team members and assign roles
- Admin overview and workspace health
- Settings, billing, and data controls
Need interactive help?
Use the in-app Knowledgebase and support tickets from your dashboard.
Security note: account-specific and workspace data is available only after login.