> ## Documentation Index
> Fetch the complete documentation index at: https://razorpay-60c89f9a-mintlify-audit-missing-sections-1778528421.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Submerchants from Dashboard

> You can invite submerchants for different apps from the Partner Dashboard.

<Info>
  **Feature Request**
</Info>

This is an on-demand feature. Please raise a request with your Razorpay point-of-contact to get it activated on your Razorpay account.

You can send an invite link to an individual account or multiple accounts.

## Add One Sub-Merchant

To invite a new sub-merchant using email ID:

<Steps>
  <Step title="Log in to the Dashboard.">
    Log in to the Dashboard.
  </Step>

  <Step title="Click **Partner** and navigate to **Affiliate Accounts**.">
    Click **Partner** and navigate to **Affiliate Accounts**.
  </Step>

  <Step title="Select the **Payments** or **RazorpayX** tab depending on the produ...">
    Select the **Payments** or **RazorpayX** tab depending on the product you want to refer a client to.
  </Step>

  <Step title="Click **+ Add New Clients**.">
    Click **+ Add New Clients**.
  </Step>

  <Step title="Select the app for which you want to add a client.">
    Select the app for which you want to add a client.
  </Step>

  <Step title="Under the **Using Email** tab, enter your contact's details. Click...">
    Under the **Using Email** tab, enter your contact's details. Click **Send Invite**.
  </Step>
</Steps>

## Bulk Upload Sub-Merchants

You can send invites to multiple users using the **Bulk Upload** option. Upload an XLSX or CSV file with the Dashboard's required data.
This sends a single sign up invitation link to multiple affiliate accounts in bulk. This enables your sub-merchants to sign up and register on Razorpay.

### Bulk Upload Template

To view and understand the file format requirements, download the sample template. The account creation template contains the following headers.

`account_name` *optional*
: Name of the sub-merchant's account.

`email` *mandatory*
: The Email address of the sub-merchant.

<Warning>
  **Watch Out!**

  * Do not modify field names/headers (`account_name` and `email`) in a batch as it might result in an upload failure.
  * There should be **only 1** sheet in the file.
  * The size of the file can be up to 50 MB. You can add up to 5,000 rows in a particular file. The links will be processed in the same sequence as listed in the file.

  To add multiple accounts using the bulk upload template:

  <Steps>
    <Step title="Log in to the Dashboard.">
      Log in to the Dashboard.
    </Step>

    <Step title="Click **Partner** and navigate to **Affiliate Accounts**.">
      Click **Partner** and navigate to **Affiliate Accounts**.
    </Step>

    <Step title="Select the **Payments** or **RazorpayX** tab depending on the produ...">
      Select the **Payments** or **RazorpayX** tab depending on the product you want to refer a client to.
    </Step>

    <Step title="Click **+ Add New Clients**.">
      Click **+ Add New Clients**.
    </Step>

    <Step title="Select the app for which you want to add a client.">
      Select the app for which you want to add a client.
    </Step>

    <Step title="Shift to the **Bulk Upload** tab.">
      Shift to the **Bulk Upload** tab.
    </Step>

    <Step title="Upload the file. You can drag and drop or **click to upload**.">
      Upload the file. You can drag and drop or **click to upload**.
    </Step>

    <Step title="The file is validated for any associated errors and uploaded to the...">
      The file is validated for any associated errors and uploaded to the Razorpay server. Click **Next**.
    </Step>
  </Steps>

  Once the file is successfully processed, you will receive the account creation status via email. The email attachment will include both success and/or failure details for each account, including the error code and exact reason for the failure.
</Warning>

## Add Sub-Merchants Using a Referral Link

Share a referral link with potential sub-merchants via social media or instant messengers. You can also copy the referral link and send it via email.

To add sub-merchants using a referral link:

<Steps>
  <Step title="Log in to the Dashboard.">
    Log in to the Dashboard.
  </Step>

  <Step title="In the **Partner** section, navigate to **Affiliate Accounts**.">
    In the **Partner** section, navigate to **Affiliate Accounts**.
  </Step>

  <Step title="Select the **Payments** or **RazorpayX** tab depending on the produ...">
    Select the **Payments** or **RazorpayX** tab depending on the product you want to refer a client to.
  </Step>

  <Step title="Click **+ Add New Clients**.">
    Click **+ Add New Clients**.
  </Step>

  <Step title="Select the app for which you want to add a client.">
    Select the app for which you want to add a client.
  </Step>

  <Step title="Switch to the **Public Link** tab.">
    Switch to the **Public Link** tab.
  </Step>

  <Step title="You can share the link using:">
    You can share the link using:

    1. Copy button: This copies the referral link. You can copy-paste this link and send it via email or instant messaging apps such as WhatsApp.
    2. Facebook: Click the Facebook icon to share the referral link as a post on your Facebook account.
    3. Twitter: Click the Twitter icon to send a tweet with the referral link.
    4. WhatsApp: Click the WhatsApp icon to send a message with the referral link.
  </Step>
</Steps>

Businesses can click on this referral link and sign up as an affiliate account. As a Service Partner, you will get 0.1% commission for every transaction done by the affiliate accounts who sign up using this link.

## Actions After Inviting

The actions after inviting differs based on the product referred.

* [Payments](#payments)
* [RazorpayX](#razorpayx)

### Payments

Your contact will receive an invite via email and SMS to create a Razorpay account. To get started, the contacts invited for `Payment` products, must proceed to create a Razorpay account and complete account activation and [KYC Verification](/payments/set-up#2-submit-kyc-details).

The newly added Payments sub-merchants will appear on your list on the Partner Dashboard with a default **Activation Status** as **Not Submitted**.

###

All Invites and Accepted Invites

Sub-merchants invited for `Payments` can be seen under **Payments**.

* You can check all the invites sent in the **All Invites** tab. Here you can resend invites to your contacts.

* To see the contacts that have accepted your invite, switch to the **Accepted Invites** tab. Here you can check the activation status and request for KYC.

You can use the `Switch` option to access the sub-merchant's account. Once you are on the sub-merchant's Dashboard, you can perform all the actions that the sub-merchant can perform. Know more about [switching to sub-merchant Dashboard](/partners/technology-partners/onboard-businesses/add-on-features/switch-dashboard).

### RazorpayX

A RazorpayX affiliate will be displayed with a default CA status as **Application not initiated**. Sub-merchants referred for `RazorpayX powered Current Account` must log in to their [RazorpayX Dashboard](https://x.razorpay.com/auth) and initiate Current Account application.

Sub-merchants invited for `Current Account` can be seen under **RazorpayX**:

### Related Information

* [About Embedded Payments](/partners/technology-partners)
* [Perform Sub-merchant KYC](/partners/technology-partners/onboard-businesses/add-on-features/perform-submerchant-kyc)
* [Switch to Sub-merchant Dashboard](/partners/technology-partners/onboard-businesses/add-on-features/switch-dashboard)