Guide: Paywall - Partner Onboarding and Payment Setup

The Kognitive Operations Team will provide partners with an onboarding link. Using this link, partners can enter their details and complete the enrollment process to access the Paywall feature.

Step 1: Enter the Email Address

• Open the onboarding link in a new tab.

• Enter the Email Address. Enter the email address of the account to which the admin wants to link this connected account. The admin can enter enter their email ID to have full control over the MSP’s account.

• Click Submit.

Step 2: Create a New Account

• Now the already existing linked accounts will be shown to the admin. Click on Create a new account button to setup new account.

• Now the already existing business details of the linked accounts will be shown. Click Create a new business button and click Continue.

Step 3: Basic Details

• Enter the basic information about the business such as Business Location, Type of Business and Business Structure.

Step 4: Business Details

• Also fill in the details related to business, details related to person who is signing up for this account and bank account details.

  • Legal business name – Business’s legal name as per IRS issued documents

  • Employer Identification Number - Business’s EIN as per IRS issued documents

  • Business Name (Optional - If Business name is different from legal name)

  • Business Address - Business’s address (DP’s business address)

  • Industry - Industry which business belongs to (DP’s industry type)

  • Business Website – Website for business or social media profile for business

  • Product Description - Description related to product

Step 5: Verify Personal Details

• Personal Details

  • Legal name - Business owner’s legal name

  • Email address - Business owner’s email address

  • Date of birth - Business owner’s date of birth

  • Home address - Business owner’s home address

  • Phone number - Business owner’s phone number

  • Last 4 digits of Social Security number - Business owner’s social security number

  • Social Security number - Business owner’s complete social security number or government Id can be uploaded here.

Step 6: Select Account for Payouts

• Select an account for payouts

  • Click on Enter bank account number

  • Enter bank details in the popup

  • Routing Number - The routing number for the payout account of business( DP’s routing number)

  • Account Number - The account number for the payout account of business( DP’s account number)

  • Confirm account number - The account number for the payout account of business( DP’s account number)

Step 7: Add Public Details

• Public details

  • Statement descriptor - The description which will be shown on customer’s bank statements

  • Shortened descriptor( Optional) - Short summary or label associated with transactions, similar to the full statement descriptor

  • Customer support phone number - The customer support number for the business.

  • Customer support address - The customer support address of the business

• There will be an optional step related to climate commitment. This step can be skipped.

Step 8: Review and Submit

• Review all the details filled and click Agree and Submit button. The account will be created successfully.