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Channel Partner Config gives program administrators control over three critical gates in the partner lifecycle: how KYC documents are reviewed and approved, whether KYC verification is required before a partner can redeem points, and whether new partners can register themselves through the app.

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Overview

These settings operate at the program level. Changes affect all members of the configured program. Programs that have not opted into a feature are unaffected by its configuration.

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KYC approval workflow

Channel partners upload their PAN card or other KYC documents from the mobile app. Admins review and act on these submissions from the admin portal.

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Reviewing KYC submissions

1

Navigate to KYC

Go to Partners & Promotions > Channel Partner Config > KYC. The list shows all members who have submitted documents, with their current verification status.
2

Open a submission

Select a member to view their uploaded documents and personal details.
3

Approve or reject

  • Approve — sets the member’s kyc_verified flag to true. If auto-activation is enabled (see below), inactive members are activated automatically at this point.
  • Reject — the member is notified and can resubmit corrected documents.

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KYC verified flag

When a KYC submission is approved, the system sets the member’s kyc_verified flag. This flag is what the redemption gate checks before allowing a partner to redeem their points.

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Redemption gate

The redemption gate controls whether partners must be KYC-verified before they can redeem loyalty points. This is configured using the kyc_required_for_redemption flag, set per program. When redemption is blocked, partners receive one of the following error messages:
  • “Please complete your KYC verification to redeem” — shown when the member is active but not KYC-verified
  • “Member should be active to redeem” — shown when the member’s account is not in an active state
Programs that have not enabled kyc_required_for_redemption are unaffected. Partners in those programs can redeem without KYC verification.

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Auto-activation on KYC approval

When the auto_activate_on_kyc_verified flag is enabled for a program, members who were previously inactive are automatically activated the moment their KYC submission is approved. This is useful for programs where onboarding and KYC approval happen simultaneously and a separate activation step would add unnecessary friction.

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Registration gate

The registration gate controls whether new users can register themselves through the mobile app.

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When to disable self-registration

Disable self-registration for closed programs where access should be limited to a pre-vetted list of partners. Examples include:
  • Trade programs with a fixed set of distributor accounts
  • Pilot programs with controlled participant lists
  • Programs where partners are onboarded exclusively through a field sales process

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Configuration summary

Disabling allow_self_registration immediately prevents new users from registering. Existing members are not affected, but any partner who has not yet created an account will be unable to do so until the setting is re-enabled.
Updating Channel Partner Config settings requires the Program Configuration permission.