Deleting a Partner
In Journeybee, you do not permanently delete a partner. Instead, you archive them. Archiving removes their access to the partner portal and takes them out of your active partner list, while keeping their records for reference.
Who can archive: Team members with the Admin or Partnerships role.
How to archive a partner
Go to Partners and open the partner you want to remove.
Click the more menu (three dots) at the top of the partner panel.
Select Archive.
A confirmation box appears. Click Archive to confirm.
To archive several partners at once, tick them in the Partners list and choose Archive Partnerships — the last option in the bulk Update field dropdown — then confirm. Partners are archived in batches of 50.
What happens when you archive
The partner is removed from your active partner list, and no longer appears in partner analytics, leaderboards, or dashboard reporting.
The partner and all their contacts immediately lose access to the partner portal.
Any leads and deals linked to the partner stay in your Leads and Deals lists. Archiving the partner does not remove or archive their leads, deals, notes, emails, or history — those records are retained.
If you have a CRM or webhooks connected, they are notified that the partner was removed, and the partner stops syncing from that point on. Leads and deals continue to sync as normal.
Archiving cannot be undone from within Journeybee. To bring an archived partner back, add them again or contact Journeybee support.
An alternative: disabling a partner
If you want to temporarily remove a partner's portal access without archiving them, change their status to Disabled from the Details tab on their partner page. This keeps the partner in your active list — and in your analytics and reporting — but blocks the partner and their contacts from the portal. You can switch them back to Enabled at any time to restore access.
This is useful for seasonal partners or those on a temporary hold. Note that changing a partner between Enabled and Disabled requires the Admin or Partnerships role.
If you only need to remove one person rather than the whole partner, disable that individual contact instead.
Good to know
Archiving is the closest thing to deleting a partner in Journeybee. The partner's records are retained, not erased.
Only Admin or Partnerships users can archive a partner. Switching a partner between Enabled and Disabled also needs the Admin or Partnerships role.
Archiving can't be reversed in the app, and there's no built-in view of archived partners. To fully remove a partner's data, contact Journeybee support.
Before archiving, check whether the partner has any open deals or pending commissions that still need attention.