Deleting a Partner

This guide explains how to archive or delete partnerships in JourneyBee when they're no longer active or needed.

Overview

JourneyBee uses an archive system rather than permanent deletion to maintain data integrity and historical records. When you "delete" a partner, the system actually archives the partnership, preserving important data while removing it from active views and workflows.

After 30 days the data from an archived partnership is then permanently deleted.

Important Notes Before Deleting

⚠️ Consider These Points First:

• Archiving is Not Reversible: Once archived, partnerships cannot be easily restored

• Historical Data: All leads, commissions, and activity history will be preserved but no longer accessible

• Active Leads: Consider what happens to any leads currently being processed

• Commission Payouts: Ensure all outstanding commissions are resolved

• Team Notifications: Assigned team members will lose access to partnership data

How to Delete/Archive a Partner

Step 1: Access the Partner

1. Navigate to the Partners section in your dashboard

2. Find the partner you want to delete from your partners list

3. Click on the partner to open the partner management sidebar

Step 2: Open the Delete Menu

1. In the partner management sidebar, look for the three dots menu (⋯) in the top-right corner of the header

2. Click the menu to reveal available actions

3. Select "Archive" from the dropdown menu

Step 3: Confirm the Deletion

1. A confirmation modal will appear with the title "Delete Partnership"

2. The modal will explain that this action cannot be undone

3. Review the partnership information one final time

4. Click "Confirm Delete" to proceed, or "Cancel" to abort

Step 4: Completion

• Once confirmed, the partnership will be immediately archived

• You'll be redirected to the main Partners page

• The partner will no longer appear in your active partners list

• A success notification will confirm the action

What Happens When You Delete a Partner

Immediate Effects

Data Archiving

• Partnership record is marked as archived with a timestamp

• All associated company partnership records are archived

• Partner no longer appears in active partner lists or filters

Access Removal

• Assigned team members lose access to partnership data

• Partner portal access is revoked for the archived partnership

• Integration connections are disabled

System Updates

• Automated workflows involving this partner are stopped

• Lead routing rules excluding this partner are updated

• Reporting filters no longer include the archived partner

Preserved Data

Even after archiving, the following information is retained:

Historical Records

• All leads that were referred or processed

• Commission history and payout records

• Communication logs and activity history

• Custom field values and partnership progression

Audit Trail

• Creation date and user who created the partnership

• All modification history and timestamps

• Archive date and user who performed the deletion

• Integration activity logs

Permission Requirements

To delete/archive partnerships, you must have:

• Admin role permissions, OR

• Partnerships management permissions

• Access to the specific company/organization

• Active user account with appropriate rights

Best Practices

Before Deleting

1. Export Important Data: Download any reports or data you need to keep

2. Resolve Outstanding Items: Complete any pending commission payments

3. Communicate with Team: Notify assigned users about the pending deletion

4. Document Reasons: Note why the partnership is being ended for future reference

Documentation

Keep records of:

• Reason for partnership termination

• Date of last active collaboration

• Outstanding obligations or commitments

• Lessons learned for future partnerships

Team Communication

• Notify all assigned team members before archiving

• Update any external systems or integrations

• Inform relevant stakeholders about the partnership ending

Recovery and Restoration

Limited Recovery Options

While partnerships are preserved in the database, there is no built-in restore function in the user interface. Recovery requires:

• Contacting JourneyBee support or your system administrator

• Providing business justification for restoration

• Understanding that some integration connections may need reconfiguration

Prevention

To avoid accidental deletions:

• Double-check partner details before confirming

• Consider using "Inactive" status instead of archiving

• Regularly review partnership status to avoid unnecessary deletions

Alternative to Deletion

Using Partnership Stages

Instead of deleting, consider moving partnerships to inactive stages:

1. Update Partnership Stage: Change to "Inactive", "Ended", or "Paused"

2. Remove Assignments: Un-assign team members from the partnership

3. Disable Integrations: Turn off lead routing and automated workflows

4. Keep Data Accessible: Maintain ability to view historical data and reports

This approach preserves all functionality while marking the partnership as non-active.

Troubleshooting

Cannot Delete Partnership

Insufficient Permissions

• Contact your administrator to verify your role permissions

• Ensure you have partnership management rights

Active Dependencies

• Check for active leads or pending commissions

• Resolve any outstanding issues before archiving

System Errors

• Try refreshing the page and attempting again

• Contact support if errors persist

Need Help?

For assistance with partnership deletion or data recovery, contact:

• Your system administrator

• JourneyBee support team

• Your organisation's partnership management team

Remember: Archiving partnerships is a permanent action that should be carefully considered and properly documented.