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How to Invite B2B Sub-Agents

In the admin B2B Agents page, click Invite Sub-Agent, enter their email (and optionally name/company), and an invite link is emailed automatically — they set their own password and start referring students.

4 min read

A B2B sub-agent is an external partner who refers students to your agency. Relently lets you invite them with a secure link, track every student they refer, and manage their commissions — all transparently.

Invite a sub-agent

  1. Open the B2B Agents page in the admin dashboard.
  2. Click Invite Sub-Agent.
  3. Enter their email (the invite is sent there). Optionally add their name and company/agency.
  4. Click Send Invite — the link is emailed automatically. The link expires in 7 days.
  5. The sub-agent opens it, sets a password, and lands in their own portal to start referring students.
You don’t hand out passwords. The sub-agent creates their own account from the invite link, and the seat count respects your plan’s limit.

Tracking their work

Each sub-agent has a detail page showing students referred, conversions, and a commission ledger (expected / received / owed). When a sub-agent adds a student, your admins are notified by email so you can assign it to an internal agent. Learn more in Add students & the pipeline.

Frequently asked questions

How does a sub-agent get their account?

They receive an invite link by email, open it, and set their own password. No password is shared manually, and the account is created on the spot.

Can sub-agents see other agents’ students?

No. A sub-agent only ever sees the students they referred, plus their own commission records.

How are commissions tracked?

Admins record a commission per referred student (amount, status, amount received). The sub-agent sees their own earnings — total, received, and owed — in their portal.

What happens when a sub-agent refers a new student?

Your admins and managers get an in-app and email alert so they can assign the student to an internal agent to begin processing.

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