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Company Profile

Company Profile

Manage your company's essential information, authentication settings, and ideal customer profile for partner matching.

What is Company Profile?

The Company Profile page is where you configure your organisation's core information that appears throughout Journeybee. This includes your business details, login security settings, and your Ideal Customer Profile (ICP) for intelligent partner matching.

Access: Settings → Company Profile (Admin only)

Overview

What You Can Manage

Company Information:

  • Company logo

  • Business name and industry

  • Contact details (email, phone, website)

  • Company description

  • Location and currency

Login Settings:

  • Authentication methods for your team

  • Password and magic link options

Ideal Customer Profile (ICP):

  • Geographic preferences

  • Industry preferences

  • Company size ranges

  • Keywords and custom criteria

Important: Only Admin users can modify company profile settings.

Company Information

Your company's basic profile appears throughout the platform in partner communications, portal, and documents.

Upload your company's square logo to appear as your organisation's avatar across Journeybee.

Where it appears:

  • Partner communications

  • User interface

  • Email signatures

  • Reports and documents

  • Partner portal (if not overridden by branding settings)

To upload or change:

  1. Click on the circular logo/avatar area

  2. Select Upload Image

  3. Choose your logo file

  4. Image uploads and displays immediately

To remove:

  1. Click on the logo

  2. Select Remove Image

  3. Avatar reverts to initials

Supported formats:

  • PNG (recommended - supports transparency)

  • JPG

  • SVG

Recommended specs:

  • Square aspect ratio (1:1)

  • Minimum 240x240 pixels

  • Maximum 10 MB

  • Transparent background (PNG)

Tips:

  • Use your square logo from branding assets

  • High resolution looks better

  • Simple logos work best at small sizes

  • Test visibility on different backgrounds

Organisation Details

Configure your company's core business information.

Company Name

Your official business name as it should appear to partners and in legal documents.

To update:

  1. Click the Company Name field

  2. Enter your official business name

  3. Click Save at the top when done

Best practices:

  • Use your full legal entity name

  • Match your business registration

  • Avoid abbreviations unless official

  • Include "Inc.", "LLC", "Ltd" if applicable

Where it appears:

  • Partner portal header

  • Email communications

  • Contracts and legal documents

  • Reports and invoices

Industry

Select your company's primary industry category.

To select:

  1. Click the Industry dropdown

  2. Search or scroll to find your industry

  3. Select from the list

  4. Click Save at the top

Available industries:

  • Technology

  • Healthcare

  • Finance

  • Manufacturing

  • Retail

  • And many more...

Why it matters:

  • Helps partners understand your business

  • Enables industry-specific matching

  • Appears in your company profile

  • Used for partner filtering

Sub-Categories

Add specific sub-categories or specialisations within your industry.

To add sub-categories:

  1. Click the Sub-Categories field

  2. Type a sub-category and press Enter

  3. Add multiple sub-categories

  4. Click Save at the top

Examples:

  • Technology: SaaS, Cloud Computing, Cybersecurity

  • Healthcare: Medical Devices, Telemedicine, Pharmaceuticals

  • Finance: Fintech, Insurance, Banking

Tips:

  • Be specific about your niche

  • Use terms partners will recognise

  • Add 2-5 relevant sub-categories

  • Update as your business evolves

Website URL

Your company's primary website address.

To update:

  1. Click the Website field

  2. Enter your full URL (e.g., https://example.com)

  3. Click Save at the top

Best practices:

  • Include https:// or https://

  • Use your main domain

  • Ensure URL is accessible

  • Link to your homepage or about page

Company Description

A brief overview of your company for partners.

To write:

  1. Click the Company Description field

  2. Write 2-3 paragraphs about your company

  3. Click Save at the top

What to include:

  • What your company does

  • Your mission or value proposition

  • Target markets or customers

  • Key products or services

  • What makes you unique

Tips:

  • Write for partners, not customers

  • Keep it concise (150-300 words)

  • Focus on partnership value

  • Update regularly

  • Proofread carefully

Example:

Acme Corp is a leading provider of cloud-based business solutions
serving mid-market enterprises globally. We help companies streamline
their operations through integrated software platforms.

Founded in 2010, we've grown to serve over 5,000 customers across
50 countries. Our partnership programme connects us with resellers,
system integrators, and technology consultants who help businesses
implement our solutions.

We're committed to partner success through comprehensive training,
competitive commissions, and dedicated partner support.

Email Address

Your company's primary contact email address.

To update:

  1. Click the Email field

  2. Enter your main company email

  3. Click Save at the top

Best practices:

  • Use a monitored inbox

  • Avoid personal emails

  • Use info@, contact@, or partners@

  • Ensure someone responds to inquiries

Where it appears:

  • Contact information

  • Email communications (reply-to)

  • Partner support inquiries

  • System notifications

Phone Number

Your company's main contact phone number.

To update:

  1. Click the Phone field

  2. Enter your phone number with country code

  3. Click Save at the top

Format examples:

  • US: +1 555-123-4567

  • UK: +44 20 1234 5678

  • International: +[country code] [number]

Best practices:

  • Include country code

  • Use main reception line

  • Ensure someone answers during business hours

  • Consider toll-free if available

Country

Your company's primary operating country.

To select:

  1. Click the Country dropdown

  2. Search for your country

  3. Select from the list

  4. Click Save at the top

Why it matters:

  • Determines timezone context

  • Affects date/currency formats

  • Used for regional filtering

  • Appears in company profile

Currency

Your company's primary operating currency for deals and commissions.

To select:

  1. Click the Currency dropdown

  2. Search for your currency

  3. Select from the list

  4. Click Save at the top

⚠️ Important:

  • Cannot be changed after Stripe onboarding

  • All deals use this currency

  • Commission calculations use this currency

  • Choose carefully before onboarding partners

Common currencies:

  • USD - US Dollar

  • EUR - Euro

  • GBP - British Pound

  • CAD - Canadian Dollar

  • AUD - Australian Dollar

  • And 100+ more...

Best practices:

  • Match your accounting currency

  • Consider your main market

  • Check with your finance team

  • Set before processing payments

Login Settings

Configure how your team members can authenticate to access Journeybee.

Available Authentication Methods

Password Authentication

Standard email and password login.

Status: Enabled by default (cannot be disabled)

How it works:

  • Users create an account with email

  • Set a secure password

  • Login with email + password

  • Can reset password via email

Best for:

  • Standard security requirements

  • All team members

  • Simple onboarding

Magic Link (Coming Soon)

Passwordless authentication via email link.

Status: Currently disabled (future feature)

How it will work:

  • Enter email address

  • Receive login link via email

  • Click link to authenticate

  • No password needed

Benefits:

  • No passwords to remember

  • Reduced support requests

  • Improved security (no password reuse)

Single Sign-On (Coming Soon)

Enterprise SSO integration.

Status: Currently disabled (future feature)

Planned providers:

  • Google Workspace

  • Microsoft Azure AD / Office 365

  • Okta

  • Other SAML providers

Benefits:

  • Centralised access management

  • Automatic provisioning

  • Enterprise security compliance

  • Simplified user management

Phone OTP (Coming Soon)

Phone-based one-time password authentication.

Status: Currently disabled (future feature)

How it will work:

  • Enter phone number

  • Receive OTP code via SMS

  • Enter code to authenticate

  • Multi-factor authentication option

Managing Login Settings

Currently:

  • Only password authentication is available

  • All users must use email + password

  • Additional methods coming soon

When available:

  • Enable/disable methods via toggles

  • Configure per authentication type

  • Set as primary or secondary methods

  • Manage team access centrally

Ideal Customer Profile (ICP)

Define your ideal partner's characteristics to enable intelligent matching and filtering.

What is ICP?

Your Ideal Customer Profile helps Journeybee understand what types of companies your partners should target. This powers:

  • Partner-customer matching

  • Lead qualification

  • Opportunity scoring

  • Partner recommendations

Benefits:

  • Better qualified leads

  • Improved conversion rates

  • Focused partner efforts

  • Data-driven insights

Geographic Preferences

Select countries or regions where your ideal customers are located.

To configure:

  1. Click the Geographic Preferences dropdown

  2. Search for countries or select regions

  3. Choose multiple locations

  4. Click Save at the top

Selection options:

By Region:

  • Europe (Region) - Selects all European countries

  • North America (Region) - USA, Canada, Mexico

  • South America (Region) - All South American countries

  • Asia (Region) - All Asian countries

  • Nordics (Region) - Denmark, Finland, Iceland, Norway, Sweden

By Country:

  • Search and select individual countries

  • Displays as "Country - Region"

  • Combine with region selections

Tips:

  • Start broad with regions, refine with specific countries

  • Consider where you can support customers

  • Match your partner's territories

  • Update as you expand geographically

Example scenarios:

Global SaaS Company:

  • Select all regions

  • Focus on English-speaking countries

  • Add major markets specifically

Regional Business:

  • Select your primary region only

  • Add neighboring countries

  • Consider expansion plans

Enterprise Focus:

  • Select countries with major business centers

  • Match where you have support infrastructure

  • Consider data residency requirements

Industry Preferences

Select industries where your ideal customers operate.

To configure:

  1. Click the Industry Preferences dropdown

  2. Select one or more industries

  3. Choose "Select All" for broad targeting

  4. Click Save at the top

Available industries:

  • Technology & Software

  • Healthcare & Medical

  • Financial Services

  • Manufacturing

  • Retail & E-commerce

  • Professional Services

  • Education

  • And many more...

Tips:

  • Select 3-7 target industries

  • Match where you have proven success

  • Consider industry expertise needed

  • Update based on win rates

Example scenarios:

Vertical SaaS:

  • Select 1-2 specific industries

  • Focus where you have deep expertise

  • Build vertical-specific partnerships

Horizontal Solution:

  • Select 5-10 industries

  • Avoid too broad (reduces focus)

  • Prioritize by revenue potential

Sub-Categories

Define specific sub-industries or specialisations within your target industries.

To add:

  1. Click the Sub-Categories field

  2. Type a sub-category

  3. Press Enter to add

  4. Add multiple sub-categories

  5. Click Save at the top

Examples by industry:

Technology:

  • SaaS

  • Cybersecurity

  • AI/Machine Learning

  • DevOps Tools

  • Cloud Infrastructure

Healthcare:

  • Medical Devices

  • Telemedicine

  • Health IT

  • Pharmaceuticals

  • Healthcare Analytics

Financial Services:

  • Fintech

  • Payment Processing

  • Lending

  • Insurance

  • Wealth Management

Tips:

  • Be specific and relevant

  • Use industry-standard terms

  • Add 5-15 sub-categories

  • Match your actual customer base

Company Size

Define the ideal employee count range for your target customers.

To configure:

  1. Drag the slider handles to set minimum and maximum

  2. Left handle: Minimum company size

  3. Right handle: Maximum company size

  4. Range: 0 to 1000+ employees

  5. Click Save at the top

Common ranges:

SMB Focus:

  • 0-50 employees (Small businesses)

  • 50-200 employees (Mid-market SMB)

Mid-Market:

  • 200-500 employees

  • 500-1000 employees

Enterprise:

  • 1000+ employees (Large enterprise)

All Sizes:

  • 0-1000+ (Full spectrum)

Why it matters:

  • Different sizes have different needs

  • Pricing tiers may vary

  • Support requirements differ

  • Sales cycles vary by size

Tips:

  • Match your actual customer distribution

  • Consider where you see best success

  • Align with product fit

  • Update based on win analysis

Keywords and Phrases

Add specific terms that describe your ideal customer or their needs.

To add:

  1. Click the Keywords and Phrases field

  2. Type a keyword or phrase

  3. Press Enter to add

  4. Add multiple keywords

  5. Click Save at the top

What to include:

Technologies they use:

  • "Salesforce users"

  • "AWS infrastructure"

  • "Microsoft 365"

  • "ERP systems"

Business models:

  • "Subscription businesses"

  • "B2B SaaS"

  • "E-commerce platforms"

  • "Marketplace operators"

Pain points:

  • "Manual processes"

  • "Data silos"

  • "Compliance challenges"

  • "Scaling issues"

Roles/titles:

  • "IT decision makers"

  • "Operations teams"

  • "Marketing directors"

  • "Finance leaders"

Tips:

  • Add 10-20 relevant keywords

  • Use terms from successful deals

  • Include both technical and business terms

  • Test and refine based on results

Example for project management SaaS:

Remote teams, Agile methodology, Sprint planning,
Project tracking, Team collaboration, Jira alternative,
Asana users, Task management, Workflow automation,
Distributed workforce

Custom Fields

Create custom key-value pairs for additional ICP criteria specific to your business.

To add custom fields:

  1. Click the + button next to "ICP Custom Fields"

  2. Enter a Label (the criteria name)

  3. Enter a Value (the desired characteristic)

  4. Click + to add more fields

  5. Click Save at the top

To remove:

  • Click the trash icon next to any custom field

Example custom fields:

SaaS Company:

  • Label: "Tech Stack" → Value: "React, Node.js"

  • Label: "Deployment" → Value: "Cloud-first"

  • Label: "Data Residency" → Value: "EU required"

Manufacturing:

  • Label: "Certifications" → Value: "ISO 9001"

  • Label: "Production Type" → Value: "Made-to-order"

  • Label: "Equipment" → Value: "CNC machinery"

Professional Services:

  • Label: "Service Type" → Value: "Consulting"

  • Label: "Billing Model" → Value: "Hourly + Retainer"

  • Label: "Expertise" → Value: "Digital transformation"

Tips:

  • Use for criteria not covered elsewhere

  • Keep labels concise

  • Be specific with values

  • Document what each field means

  • Review and update quarterly

Common use cases:

  • Compliance requirements

  • Technology stack

  • Business processes

  • Certification needs

  • Integration requirements

  • Data handling policies

Saving Your Changes

How to Save

The Company Profile uses a manual save process:

  1. Make your changes to any fields on the page

  2. Yellow banner appears at the top showing you have unsaved changes

  3. Click "Save Changes" in the banner to apply

  4. Or click "Cancel" to discard all changes

Important:

  • Changes are NOT saved automatically

  • You must click "Save Changes" for updates to apply

  • Canceling reverts all changes since last save

  • Save frequently when making multiple edits

What Changes Take Effect Immediately

After saving:

  • Company name and details update across the platform

  • ICP criteria become active for matching

  • Login settings changes apply to new logins

  • Contact information appears in communications

Note: Some changes (like logo) may take a few minutes to propagate throughout the system.

Best Practices

Company Information

✅ Keep details current

  • Review quarterly

  • Update when rebranding

  • Verify contact info works

  • Check website links

✅ Professional presentation

  • Use complete, formal name

  • Write clear descriptions

  • Upload high-quality logo

  • Provide accurate contact details

✅ Consistency

  • Match branding guidelines

  • Use same info across platforms

  • Keep currency aligned with accounting

  • Maintain consistent industry classification

Ideal Customer Profile

✅ Be specific but not too narrow

  • Define 3-7 target industries

  • Select relevant geographies

  • Set realistic company size ranges

  • Add meaningful keywords

✅ Base on data

  • Analyse successful customers

  • Review win/loss patterns

  • Check revenue by segment

  • Update based on results

✅ Regular refinement

  • Review ICP quarterly

  • Adjust based on performance

  • Add learnings from partnerships

  • Remove ineffective criteria

✅ Document decisions

  • Note why you chose criteria

  • Share with sales/partnerships teams

  • Train partners on ICP

  • Create target customer personas

Login Settings

✅ Security first

  • Maintain strong password requirements

  • Enable additional methods when available

  • Review access regularly

  • Monitor login activity

✅ User experience

  • Choose methods your team prefers

  • Consider mobile access

  • Test new authentication methods

  • Provide clear instructions

Common Scenarios

Scenario 1: Initial Company Setup

Goal: Complete company profile for new account

Steps:

  1. Upload company logo (square version)

  2. Complete all organisation fields:

  • Company name

  • Industry and sub-categories

  • Website URL

  • Company description (2-3 paragraphs)

  • Email and phone

  • Country selection

  • Currency selection (carefully!)

  1. Define basic ICP:

  • Add 3-5 target industries

  • Select primary geographic regions

  • Set company size range

  • Add 10-15 keywords

  1. Review and save

Result: Professional company profile ready for partnerships

Scenario 2: Refining ICP After Launch

Goal: Update ICP based on 6 months of partnership data

Steps:

  1. Analyse performance:

  • Review which industries convert best

  • Check geographic success rates

  • Identify company size sweet spots

  • Note common customer characteristics

  1. Update ICP settings:

  • Add successful industries

  • Remove underperforming segments

  • Adjust company size range

  • Add keywords from winning deals

  • Create custom fields for unique criteria

  1. Document changes for team

  2. Communicate to partners

Result: Data-driven ICP that improves lead quality

Scenario 3: Geographic Expansion

Goal: Add new markets to ICP

Steps:

  1. Identify new markets ready to support

  2. Update geographic preferences:

  • Add new regions/countries

  • Keep existing successful markets

  1. Update supporting information:

  • Add localisation keywords if relevant

  • Note expansion in company description

  • Verify currency still appropriate

  1. Add region-specific custom fields if needed

  2. Communicate expansion to partners

Result: ICP reflects new market opportunities

Scenario 4: Industry Pivot or Expansion

Goal: Add new vertical to existing business

Steps:

  1. Research new industry:

  • Understand industry sub-categories

  • Identify relevant keywords

  • Determine typical company sizes

  1. Update industry preferences:

  • Add new target industry

  • Add relevant sub-categories

  1. Add industry-specific keywords

  2. Create custom fields for industry requirements

  3. Update company description to reflect expansion

  4. Train partners on new vertical

Result: ICP supports multi-industry strategy

Troubleshooting

Can't Save Changes

Issue: Save button not working or grayed out

Solutions:

  • Check for validation errors in fields

  • Ensure required fields are filled

  • Verify you're logged in as Admin

  • Try refreshing the page

  • Check for error messages

Currency Field Disabled

Issue: Cannot change currency selection

Cause: Currency is locked after Stripe onboarding

Solution:

  • Currency cannot be changed once you've onboarded to Stripe

  • Contact support if you need to change currency

  • Plan carefully before onboarding

Changes Not Appearing

Issue: Saved changes don't show up

Solutions:

  • Verify you clicked "Save Changes" button

  • Wait a few minutes for propagation

  • Hard refresh the page (Ctrl/Cmd + Shift + R)

  • Clear browser cache

  • Check in different part of platform

Geographic Preferences Not Saving

Issue: Selected countries/regions don't save

Solutions:

  • Ensure you're selecting from dropdown (not typing)

  • Check you clicked individual items or regions

  • Verify you saved after selecting

  • Try selecting fewer items at once

  • Refresh and try again

ICP Too Narrow - No Matches

Issue: ICP criteria so specific that no leads match

Solutions:

  • Broaden geographic preferences

  • Add more industries

  • Expand company size range

  • Reduce number of keywords

  • Make custom fields less restrictive

  • Review successful customers for patterns

Frequently Asked Questions

Who can edit the company profile?

Only Admin users can edit company profile settings. Partnership and team member roles cannot access this page.

Can I have multiple company profiles?

No, each Journeybee account has one company profile. All settings apply to your entire organisation.

What's the difference between industry and sub-categories?

  • Industry: Broad categorisation (e.g., "Technology")

  • Sub-categories: Specific niches within that industry (e.g., "SaaS," "Cybersecurity," "DevOps")

How does ICP affect partner matching?

Your ICP criteria help:

  • Score incoming leads

  • Match leads to appropriate partners

  • Filter partner opportunities

  • Provide partner recommendations

  • Generate insights and reports

Can partners see my ICP settings?

No, ICP settings are internal. Partners see:

  • Your company information (name, description, logo)

  • Contact details

  • But not your internal ICP criteria

Should I set ICP broadly or narrowly?

Start narrow, expand based on data:

  • Begin with proven customer segments

  • Add adjacent segments as you validate

  • Too broad reduces lead quality

  • Too narrow limits opportunities

  • Balance specificity with volume

How often should I update my company profile?

Company information:

  • Review quarterly

  • Update immediately if branding changes

  • Verify contact info semi-annually

ICP settings:

  • Review quarterly

  • Update after significant deal analysis

  • Adjust based on win/loss patterns

  • Refine as business strategy evolves

Can I export my ICP settings?

Not directly, but you can:

  • Document settings manually

  • Screenshot for reference

  • Share criteria with partners

  • Use for partner training materials

What happens if I change my company name?

  • New name appears throughout platform

  • Email communications use new name

  • Historical data retains old name

  • Partner portal updates

  • May need to update legal documents

Does company description support formatting?

Currently, company description is plain text:

  • No rich text formatting

  • No bold, italics, or links

  • Line breaks are preserved

  • Keep formatting simple

Why can't I enable SSO or Magic Link?

These features are coming soon:

  • Currently under development

  • Will be enabled in future release

  • Announced when available

  • Currently only password authentication works

How do I know if my ICP is working?

Monitor these metrics:

  • Lead qualification rates

  • Conversion rates by segment

  • Revenue per segment

  • Partner satisfaction

  • Time to close

Adjust ICP based on what's performing best.

Need Help?

If you encounter issues with company profile settings:

  1. Check this guide for detailed instructions

  2. Verify you're an Admin (only Admins can edit)

  3. Review validation errors in form fields

  4. Contact support with:

  • What you're trying to change

  • Any error messages

  • Screenshots of the issue

  • Your role and permissions

Remember: Click "Save Changes" at the top to apply your edits!

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