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Partner Program Settings

Partnership Settings

Configure your partner programme settings to control how partnerships operate across your organisation.

Location: Settings > Partnership Settings

Access Required: Admin role

Partnership Modules

Enable or disable different partnership types for your organisation. At least one partner type (Referral or Reseller) must remain enabled at all times.

Referral Partners

Toggle referral partnerships on or off. Referral partners are affiliates or influencers who refer potential customers to your business in exchange for commissions.

  • Enabled: Partners can be assigned the referral partner type

  • Disabled: Referral partnerships are not available

Reseller Partners

Toggle reseller partnerships on or off. Reseller partners sell your products or services directly to end customers.

  • Enabled: Partners can be assigned the reseller partner type

  • Disabled: Reseller partnerships are not available

Note: If you enable Distributor partners, Reseller partners must also be enabled.

Distributor Partners

Distributor partnerships support two-tier channel structures where distributors manage their own network of resellers.

Note: Distributor partnerships are currently in development and cannot be enabled at this time.

Manual Payments

Enable or disable manual payment tracking for partner commissions.

  • Enabled: Record and track commission payments made outside of the automated payment system

  • Disabled: Only automated payments through Stripe are tracked

This is useful for organisations that pay partners through alternative methods such as wire transfers, cheques, or other payment systems.

Partner Portal Access

Configure how partners access your partner portal. These settings require a custom domain to be configured.

Important: A custom domain must be set up before enabling Partner Portal Access features. See the Custom Domain section below.

Automatic User Creation

When enabled, employees from partner companies can automatically create accounts using their company domain email addresses.

  • Enabled: Users with matching company domain emails can self-register

  • Disabled: All partner users must be manually invited by an administrator

Request Access

Allow potential partners to request access to your partner portal.

  • Enabled: A "Request Access" option appears on your partner portal login page, and administrators receive notifications when access is requested

  • Disabled: Only invited partners can access the portal

Deal Settings

Configure default behaviours for deals created by partners. These settings apply as defaults for new partnerships and can be overridden on individual partnerships.

Deal Expiration

Set the default number of days before a registered deal expires. Valid range: 1 to 36,500 days (~100 years).

Recommendations by sales cycle:

  • Fast sales cycles: 30-60 days

  • Medium sales cycles: 90-120 days

  • Enterprise/long sales cycles: 180-365 days

  • No expiration needed: Set to maximum value

When a deal expires, it can no longer be claimed for commission unless extended or renewed.

Lock Deal Value

Control whether partners can modify the deal value after initial creation.

  • Allow: Partners can update deal values as negotiations progress

  • Disable: Deal values are locked once set and can only be modified by administrators

Lock Commission Scheme

Control whether partners can select different commission schemes for individual deals.

  • Allow: Partners can choose from available commission schemes when creating deals

  • Disable: The default commission scheme is automatically applied to all deals

Custom Domain

Set up a custom domain for your partner portal to provide a branded experience for your partners.

Example: Replace yourcompany.journeybee.io with partners.yourcompany.com

Benefits of Custom Domains

  • Professional branding: Partners see your domain, not Journeybee's

  • Improved email deliverability: Emails appear to come from your domain

  • Enhanced trust: Partners recognise and trust your branded URL

  • White-label capability: Create a fully branded partner experience

Setup Requirements

Custom domain configuration requires:

  1. Access to your domain's DNS settings

  2. Ability to add CNAME records

  3. SSL certificate verification (handled automatically)

For detailed setup instructions, contact your Journeybee account manager or support team.

Saving Changes

Partnership settings changes are not applied automatically. After making changes:

  1. A confirmation bar appears at the top of the page

  2. Click Save Changes to apply your modifications

  3. Click Cancel to discard changes and revert to the last saved state

Tip: Review all changes carefully before saving, as some settings (like disabling partner types) may affect existing partnerships.

Best Practices

  1. Start simple: Enable one partner type initially and expand as your programme grows

  2. Match deal expiration to your sales cycle: Avoid deals expiring before sales can close

  3. Communicate changes: Notify partners before modifying settings that affect their workflow

  4. Review quarterly: Assess settings based on programme performance and partner feedback

  5. Use custom domains: Professional branding improves partner engagement and trust

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