> ## Documentation Index
> Fetch the complete documentation index at: https://help-loyalife.xoxoday.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Channel Partner Config

> Configure KYC approval workflows, redemption gates, and self-registration settings for your Loyalife channel partner program.

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.

## 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.

## 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.

### Reviewing KYC submissions

<Steps>
  <Step title="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.
  </Step>

  <Step title="Open a submission">
    Select a member to view their uploaded documents and personal details.
  </Step>

  <Step title="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.
  </Step>
</Steps>

### 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.

## 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.

| Setting  | Behaviour                                                                                        |
| -------- | ------------------------------------------------------------------------------------------------ |
| Enabled  | Member must be both **Active** and **KYC-verified** to redeem; otherwise, a clear error is shown |
| Disabled | Redemption is available to all active members regardless of KYC status                           |

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

<Info>
  Programs that have not enabled `kyc_required_for_redemption` are unaffected. Partners in those programs can redeem without KYC verification.
</Info>

## 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.

| Setting  | Behaviour                                                                                                    |
| -------- | ------------------------------------------------------------------------------------------------------------ |
| Enabled  | Inactive member is activated automatically upon KYC approval; no separate activation step or OTP is required |
| Disabled | KYC approval sets the verified flag only; activation must be handled separately                              |

This is useful for programs where onboarding and KYC approval happen simultaneously and a separate activation step would add unnecessary friction.

## Registration gate

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

| Setting                    | Value        | Behaviour                                                                                                                        |
| -------------------------- | ------------ | -------------------------------------------------------------------------------------------------------------------------------- |
| Self-registration enabled  | On (default) | Any new user can open the app and register as a channel partner                                                                  |
| Self-registration disabled | Off          | Only members who have been pre-uploaded or pre-created in the system can log in; unknown users see a registration-disabled error |

### 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

## Configuration summary

| Flag                            | Level   | Default | Effect when enabled                                                                                           |
| ------------------------------- | ------- | ------- | ------------------------------------------------------------------------------------------------------------- |
| `kyc_required_for_redemption`   | Program | Off     | Blocks redemption for members who are not KYC-verified                                                        |
| `auto_activate_on_kyc_verified` | Program | Off     | Automatically activates inactive members when their KYC is approved                                           |
| `allow_self_registration`       | Program | On      | Allows new users to self-register via the mobile app; disable to restrict access to pre-uploaded members only |

<Warning>
  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.
</Warning>

<Info>
  Updating Channel Partner Config settings requires the **Program Configuration** permission.
</Info>