How to add a partner

How to add a partner

A partner is a profile for any supplier, vendor, or business that you pay through SiFi. Creating a partner takes less than a minute - only the partner's name is required to get started!

💡 Who can do this: Anyone with the Make payments permission. 
Related articles: Roles & Permissions in SiFi 

Creating partners is available directly through both the Web Platform and the Mobile App.

📱 How to Create a Partner from the Mobile App (New)

You can now create partners instantly on the go without needing to switch to the web version:

  1. Open the SiFi Mobile App and navigate to Partners.

  2. Tap the Add Partner (or +) button.

  3. Select the partner type (Business or Individual).

  4. Enter the partner's legal name and optional details (alias, contact info, country).

  5. Tap Add Partner to save immediately to your directory.

🔍 Before You Begin

  • Have the partner's legal name ready, this should match the name registered to their bank account.

  • Know whether the partner is a Business (company, supplier) or Individual (freelancer, contractor).

📝 Add a New Partner (Web & Mobile)

  1. Go to PaymentsPartners.

  2. Click or tap Add Partner in the top right corner.

  3. Choose the partner type:

    • 🏢 Business: The partner is a registered company, supplier, or vendor.

    • 👤 Individual: The partner is a person, freelancer, contractor, or sole proprietor.
      (Note: The partner type helps organize your directory and does not affect which payment methods are available).

  4. Enter the partner's name (required).

    • ⚠️ Important: Enter the name exactly as it appears on the partner's bank account. A mismatch may cause verification to fail or transfers to be rejected.

  5. Add a partner alias (optional) — an internal label only your team sees. Examples: "Office Rent," "Monthly IT Support," "Q2 Catering."

  6. Set the country. This determines which transfer methods are available and auto-fills the phone country code.

  7. Add contact information (optional):

    • 📱 Mobile phone: You can add multiple numbers. Country code auto-fills.

    • ✉️ Email: You can add multiple addresses.

    • 📍 City / District: Partner's location.

    • 🏢 Street / Building: Required for some international transfers.

    • 💡 Tip: Completing the address is especially helpful for SWIFT transfers, where the beneficiary address may be required by the receiving bank.

  8. Click or tap Add Partner.

💳 Configuring Payment Methods & Bank Details

Once your partner profile is created, you can seamlessly add and configure their payment routing:

  • 🌐 Network Setup: Go to the Partner Hub, select the target partner profile, and choose whether the payment method utilizes local clearing networks or international channels.

  • 🔤 SWIFT & Routing: Accurately input required SWIFT/BIC codes for international routing.

  • 💸 Fee Responsibility: Designate who bears the transfer transaction fees under the Who pays configuration settings (choose between Sender, Beneficiary, or Shared).

  • 🏷️ Custom Aliases & Alerts: Assign a customized internal alias for easy identification, and toggle the Notify beneficiary option if you wish to automatically alert them upon successful configuration.

✨ After You Add a Partner

Your partner is created and you'll see their profile page with a completeness bar at the top. This tracks how much information is filled in:

  • Partner name and type

  • Contact information (phone, email)

  • Address details

  • At least one active payment method

Completing the profile helps reduce failed transfers and speeds up payment approvals. You don't need to fill everything now, you can come back anytime!


❓ Common Questions

  • Q: Can I create a partner from the mobile app?

    • A: Yes! You can now create and manage partners directly from the mobile app, eliminating the need to switch to the web version.

  • Q: Is there a limit on how many partners I can add?

    • A: No. You can add as many partners as your business needs.

  • Q: Can I add a partner without a bank account?

    • A: Yes. Only the partner name is required. You can add payment details later when you're ready to send a transfer.

  • Q: What if I already have saved beneficiaries?

    • A: You can migrate them to partners — your payment history carries over.


💬 Need more help? Contact support at support@sifi.sa.