# Manage boarding in the UI

> Manage merchant onboarding in PartnerHub with boarding templates, application links, and tracking tools. Streamline the KYC and underwriting process for paypoints through the UI workflow

<AudienceInfo audiences={['partners', 'merchants']} />

Boarding is the process of adding paypoints to your organization in Payabli. This guide explains how to observe the boarding process in the Payabli UI.

For each paypoint, you can:

* View boarding templates
* Generate and send boarding links
* Track boarding applications

## Manage boarding templates

Boarding templates allow you to customize your merchant application for different boarding scenarios. This section explains how to view your boarding templates and template usage.

### View a boarding template

To view an existing template, follow these steps:

1. Navigate to **Portfolio > Templates**.
2. Find the template and click it.

### View template usage

To see the boarding links that have been generated based on a template, follow these steps in the UI:

1. Navigate to **Portfolio > Templates**.
2. Find the template you want to check.
3. Click the three-dot icon in the **Action** column.
4. Select **View Links** from the menu.
5. Review the boarding links in the panel that opens.

## Manage boarding links

Boarding links allow you to send a link to an onboarding application to a merchant.

To view and manage boarding links in the UI, navigate to **Portfolio > Boarding Links**. This opens the Boarding Link screen, where you can see your business's boarding links.

### Send a boarding link

To use boarding links, you must either distribute the boarding link URL or email boarding links to applicants.

#### Get the boarding link URL

Use this option if you want to embed the boarding link in your app or send it to the applicant via text or another method.

1. From the Boarding Link screen, click the three-dot icon in the **Action** column.
2. Select **Open** from the menu.
3. The boarding link opens in the browser. Copy the URL from the address bar.
4. Use the URL as needed. You can embed it in your app or send it to the applicant.

#### Email a boarding link from Payabli

Use this option if you want to email a boarding link to an applicant directly from Payabli.

1. From the Boarding Link screen, click the three-dot icon in the **Action** column.
2. Select **Send Link to Email** from the menu.
3. Enter the recipient's email address.
4. Click **Send**.

### Preview a boarding link

To open a preview of a boarding link and its application from the UI, follow these steps:

1. Navigate to **Portfolio > Boarding Links**.
2. Find the link you want to preview.
3. Click the three-dot icon in the **Action** column.
4. Select **Open** from the menu.

## Track boarding applications

After a boarding link has been sent and completed by the applicant, you can track the application through the approval process.

To view applications in the UI, follow these steps:

1. Navigate to **Portfolio > Applications**.
2. To view an application, either:
   * Click on it in the list, or
   * Click the three-dot icon in the **Action** column and select **View Details**

### See boarding app notes and events

To access notes and events on a boarding application in the UI:

1. Navigate to **Portfolio > Applications**.
2. Find and click the application to open it.
3. Click the **Notes & Events** tab. Any notes and events associated with the boarding application are displayed.

## Related resources

See these related resources to help you get the most out of Payabli.

<AccordionGroup>
  <Accordion title="References">
    * **[Boarding statuses reference](/guides/pay-ops-boarding-status-reference)** - Learn about statuses and substatuses during the merchant boarding process
    * **[Paypoint statuses](/guides/pay-ops-paypoint-status-reference)** - Learn about the different statuses of paypoints
    * **[Pay In TransEvent reference](/guides/pay-in-transevents-reference)** - Learn about TransEvent values for pay in transactions
  </Accordion>
</AccordionGroup>