Joining and your first look around

Where: the invite email, then the dashboard · Who: Setter, Closer, Manager

Joining

Feature	What you can do	Status
Accept an invite	Open the invite link and join the merchant’s workspace	✅
Sign up as a sales contractor	Sign up directly and pick “Sales Contractor”	✅
Personal email	Add a personal email alongside your work one	✅
Connect your own accounts	Connect your personal payment account so you can get paid	✅
Belong to more than one workspace	Switch between the businesses you sell for, from the top of the left menu	✅

Connect your own payment account early. Without it there is nowhere for your commission to land, and the withdraw button will not appear on Balance.

Feature	What you can do	Status
Your dashboard	Your own earnings, not the whole business	✅
Revenue or payouts toggle	Flip the headline number between what you sold and what you are being paid	✅
Your earnings chart	Your revenue and commission over time	✅
Where you rank	Your position against the rest of the team	✅

The revenue and payouts numbers are not meant to match. One is what your meetings produced. The other is what you personally earn from it.

From invite email to first look at the dashboard. Roughly 5 minutes. Recording pending.

⌘I