Partner Portal

How attribution works

What happens between a prospect clicking your link and a client link appearing on your Clients page.

1
The prospect arrives with your code

They open dashboard.trabalance.com/register?partner_ref=<your code>, or type the code during signup.

2
The code is checked

It has to match a partner account that is active. An unknown code, or one belonging to a suspended account, attributes nothing — the business is still created, it simply is not linked to anyone.

3
A client link is created

A row joining that business to your partner account, carrying its own referral code, a commission rate copied from your account at that moment, and a source of referral_code.

4
Your counters move

Total referrals and active referrals both increase. The business appears on your Clients page with the Referred badge.

On the linkMeaning
Referral codeA code unique to this one client relationship — not your partner code. It is what commission records point at.
Commission rateCopied from your partner account when the link was made. Changing your account default later does not rewrite existing links.
StatusActive, pending or inactive — shown on the client card.
Started atWhen the link was created. Shown as *Linked* on the card.
⚠️The rate lives on the link, not on you

This is why two clients can show different percentages on the Clients page. When a rate matters commercially, check the client card rather than assuming your account default applied.

When attribution does not happen

  • The prospect signed up without the code and mentioned you afterwards. There is no self-service way to attach the referral later — ask Trabalance.
  • The code belonged to an account that was not active at that moment.
  • The business already existed. Attribution happens at signup, not on an existing account.