• Click funds

  • Click new

  • Select partner for the record type and click next

  • Enter the fund name, choose an account to associate the fund with, and enter a registration url slug

  • Click save

The process to sync data can take up to 30 minutes, after which your registration url will be available at https://app.bimpactassessment.net/get-started/partner/your-url-slug where your-url-slug is the registration url slug you entered in the last step