Platform Modules
Platform Modules
The Platform Modules page lets you turn the parts of Journeybee on or off for your company — which partner types you use and which features are on. AI assistant settings and credits live on their own page — see AI Settings.
Where to find it: Settings, then Platform Modules (under Workspace). Only admins can open this page. You need a paid Journeybee plan. The old Platform Settings link now opens Platform Modules.
Platform Modules
The Platform Modules page is a set of switches grouped into two areas: the ones you can edit, and the ones managed by Journeybee.
Switches you can edit
Referral: Turn referral partnerships on or off. Referral partners send you leads in return for commissions.
Reseller: Turn reseller partnerships on or off. Reseller partners sell your products directly to customers.
Tasks: Turn task management on or off. When on, tasks are available across partners, leads, deals, campaigns, projects and the partner portal. It is on by default.
Commissions: Turn commission calculation on or off. When on, Journeybee works out commissions and spiffs for qualifying deals. It is on by default. Turning it off hides the Commissions settings page, the Commission tab on deals and commission analytics; your existing commission records are kept but hidden until you turn it back on.
Co-selling: Lets your team add one or more supporting partners to a deal alongside its primary partner. You can rename the Primary and Supporting labels and set up roles for both sides on the Co-selling roles tab under Categories & Tiers. A supporting partner sees the deal in its own portal and can work on it, but never sees the lead behind the deal or its money, and it gets the deal's notification emails. It needs Deals on, and it is off by default. Turning it on also adds a Co-selling filter to Reports and Co-sold / Not co-sold filters to the Deals page, a Co-sold revenue column in the Reports leaderboard, three optional co-selling widgets in partner analytics, and a Co-selling partners section in the Salesforce integration settings. Supporting-partner figures are always kept separate from each partner's own numbers. When you turn it off again, supporting partners are hidden on deals and lose their portal access straight away, but the attachments are kept. See Co-selling and Lead and Deal Management.
Payments: Turn the Payments page on or off. When on, you can approve payments and mark them as paid in Journeybee, optionally with external invoice references, and use payment providers such as XTRM and Ramp. Payments needs Commissions to be on: if you try to save with Payments on and Commissions off, you see the message Payments requires Commissions to be enabled and nothing is saved.
Partner Portal API & MCP: Lets your partners connect their own tools and AI assistants to their portal data, and create partner API keys from the portal. This switch only appears when the API & MCP feature (managed by Journeybee) is turned on for your company. See the Partner API & MCP guide for more.
You must keep at least one partner type (Referral or Reseller) turned on. If you turn on Distributor, Reseller must also be turned on.
Managed by Journeybee
These features are turned on or off for you by the Journeybee team. They are listed here so you can see what is available. They include:
Distributor: Two-tier channel partnerships where distributors manage their own resellers.
Projects: Project management with boards, milestones, and tasks.
Products (CPQ): Build a product catalogue with pricing and create quotes for partners. See the CPQ guide for more.
Marketing: Marketing campaigns and campaign lead forms.
Incentives (MDF): Manage Market Development Funds and SPIFF programs. See the MDF guide for more.
Training & Certifications: Create training content and certifications for partners.
White Label: Lets your partner portal be fully white-labelled.
Embedded Portal: Lets customers embed your portal inside their own website. Needs White Label turned on.
API & MCP: Turns on the public API and hosted MCP server so external apps can connect to your account. Also required before the Partner Portal API & MCP switch appears in the editable list above.
AI: Turns on the AI assistant for your team and unlocks the AI settings page — see AI Settings.
If you need one of these switched on or off, contact your Journeybee account manager or support.
Saving your changes
Flip the switches you want to change.
A Save button appears at the top when you have unsaved changes.
Click Save to keep them, or Cancel to throw them away.
Your menu updates straight away when you save — a feature you switch on appears without reloading the page.
Related settings on other pages
A few settings that used to live here have moved to their own pages:
AI settings: AI assistant approvals and monthly credits are on the AI page — see AI Settings.
Partner Portal access and custom domain: These are on the Partner Portal settings page. This includes automatic partner user creation, the request access button, your custom domain, and embed settings. See the Custom Domains guide.
Deal settings: These are on the Portal Settings page under Partnership Settings Template, including deal expiration, whether partners can edit deal values, lead status, and deal stages, and limiting what partners can see.
Partner email notifications: These are set per partner. Open a partner and go to their settings to choose which emails they get.
Good to know
Only admins can change platform settings.
Keep at least one partner type turned on at all times.
Turning a feature off hides its page from your menu, but your data is kept.
Turning Payments off keeps your payment history readable: the Payments page stays available to admins as a read-only record, but paying, approving and provider actions are unavailable until you turn it back on.
Turning Tasks off hides tasks everywhere, including the partner portal. Workflows that use tasks become read-only until you turn Tasks back on; nothing is deleted.
Turning Partner Portal API & MCP off immediately stops partners' API keys and AI assistant connections from working.
Let your team know before you switch a feature off so they are not surprised.
Review your settings now and then as your programme grows.