Partner Portal
What Is the Partner Portal?
The Journeybee Partner Portal is a dedicated workspace where your partners manage their partnership activities, track performance, access resources, and communicate with your team.
How Partners Access the Portal
Partners log in to their personalised portal where they see:
Partnership dashboard - Performance metrics and recent activity
Dedicated rooms - Organised workspaces for different tasks
Navigation menu - Easy access to all available rooms
Notifications - Updates on deals, leads, and communications
What Partners Can Do
Track Performance
Partners see their partnership metrics in real-time:
Leads submitted and their status
Deals in the pipeline
Commission earnings
Goal progress
Activity history
Submit and Monitor Leads
In the Leads room, partners can:
Submit new referrals with a simple form
Track lead status (qualified, demo, proposal, closed)
View lead history and outcomes
See expected commission amounts
Get notifications when leads progress
Manage Deals
In the Deals room, partners can:
View their sales pipeline
Track deal progression
Monitor revenue and commissions
Add deal notes
Celebrate closed wins
Access Resources
In the Resources room, partners find:
Training materials and certifications
Marketing assets and templates
Sales tools and battle cards
Technical documentation
Product updates
Collaborate on Projects
In the Projects room, partners can:
View project timelines
Track tasks and deliverables
Upload project documents
Monitor progress
Communicate with project teams
Communicate Directly
In the Messages room, partners can:
Send messages to partner managers
Ask questions and get support
Attach files to conversations
Search message history
Get email notifications
Download Brand Assets
In the Brand Guidelines room, partners access:
Logos in multiple formats
Brand colours and typography
Design templates
Usage guidelines
Co-branded materials
Share Files
In the Shared Files room, partners can:
Upload contracts and documents
Download shared files
Access latest versions
Organise files in folders
Collaborate on documents
Find Contacts
In the Contacts room, partners see:
Internal team members and roles
Partner team directory
Contact information
Responsibilities
Who to reach for what
Personalised Experience
What Partners See
Not all partners see the same rooms. The portal shows content based on:
Partner Type
Referral partners see lead-focused rooms
Reseller partners see sales-focused rooms
Distributor partners see sub-partner management
Implementation partners see project-focused rooms
Partner Tier
Bronze: Basic resources and tools
Silver: Advanced training and marketing support
Gold: Premium features and dedicated support
Platinum: Strategic access and co-innovation
Partnership Stage
Getting Started: Welcome and onboarding content
Training: Certification and learning materials
Active Partnership: Full operational access
Strategic Partnership: Executive and planning tools
Contact Role
Sales contacts see pipeline and commission tools
Technical contacts see documentation and integration guides
Executive contacts see business reviews and strategy
Marketing contacts see brand assets and campaign tools
Daily Partner Workflows
Morning Check-In
Log in to the portal
Check Overview for new updates
Review Messages for communications
Check Leads or Deals for pipeline changes
Before a Customer Meeting
Visit Resources for case studies
Download materials from Brand Guidelines
Review opportunity details in Deals
Submitting New Business
Go to Leads room
Fill in the lead form
Submit referral
Get confirmation and tracking
Monthly Review
Check Overview for monthly performance
Review Deals pipeline health
Track progress towards goals
Download any new training materials
Project Work
Check Projects for tasks due
Upload deliverables
Update task status
Communicate with project team
Mobile Access
The partner portal works on any device:
Responsive design for phones and tablets
Easy navigation on small screens
Quick access to key functions
Mobile-optimised forms
Notifications
Partners stay informed with:
Email notifications for important updates
In-app notifications for real-time changes
Customisable notification preferences
Digest options for regular updates
Getting Started as a Partner
First Login
Receive invitation email
Click the login link
Set up account
Access personalised portal
Initial Steps
Complete profile information
Review available rooms
Check onboarding tasks
Download essential resources
Submit first lead or deal
Getting Help
Partners can:
Use the Messages room for support
Access help documentation in Resources
Contact their partner manager directly
Find team contacts in Contacts room
Why Partners Love the Portal
Everything in One Place
No more searching through emails
All tools and resources centralised
Quick access to what matters
Real-Time Updates
See lead and deal status instantly
Get notified of important changes
Track performance live
Self-Service
Access resources 24/7
Download materials anytime
Submit leads without waiting
Clear Communication
Direct messaging with partner teams
Organised conversation history
File sharing made easy
Transparency
See exactly where leads are
Track commission status
Monitor goal progress
Example Partner Journeys
Referral Partner - Sarah
Morning:
Logs in, sees 2 leads moved to demo stage
Checks commission tracking
Downloads new case study for today's meeting
During the day:
Submits 3 new leads from a conference
Messages partner manager with questions
Completes a training module
End of week:
Reviews weekly performance
Sees one lead closed (commission earned!)
Downloads next week's marketing materials
Reseller Partner - Carlos
Morning:
Reviews 5 active deals in pipeline
Sees one moved to proposal stage
Checks tasks for today's implementation
During the day:
Updates deal notes with competitor info
Uploads signed contract to Shared Files
Collaborates on customer project timeline
Monthly:
Reviews revenue and commission dashboard
Downloads updated pricing sheets
Attends training on new product features
Implementation Partner - ABC Corp
Weekly:
Checks project milestones and deadlines
Updates task completion status
Uploads deliverables for review
Coordinates with vendor technical team
Per Project:
Access technical documentation
Download integration guides
Share project updates
Track implementation progress
Portal Features Summary
Dashboard
Real-time performance metrics
Lead Tracking
Submit and monitor referrals
Deal Pipeline
Track sales opportunities
Resources
Training and marketing materials
Projects
Collaboration and task management
Messages
Direct communication
Brand Assets
Logos and templates
File Sharing
Document collaboration
Contacts
Team directory
Mobile Access
Work from anywhere
Notifications
Stay informed
Search
Find anything quickly
Security and Privacy
Partners can trust that:
Data is encrypted and secure
Access is role-based and controlled
Sensitive information is protected
Activity is tracked and auditable
Next Steps
For Partners:
Log in to your portal
Complete your profile
Explore available rooms
Submit your first lead
Reach out with questions
For Partner Managers:
Learn how to create custom rooms
Set up access controls
Build resources library
Configure notifications
Train your team
The partner portal makes partnership management simple, transparent, and efficient for everyone.