Onboard payees
Inform your affiliates to do the following to complete their Tipalti account setup through their Trackdesk Affiliate Portal.
The following instructions are completed by the affiliate.
In the Trackdesk Affiliate dashboard, Go to Billing > Payment methods.
Click "Add new payment method".
Select "Tipalti" as the payment method and click "Open Tipalti dashboard" to complete the onboarding process.
The onboarding process consists of capturing contact information, preferred payment method, and any applicable tax form details, if enabled by the payer.