Platform Settings

The Platform Settings page lets you turn the parts of Journeybee on or off for your company. You can choose which partner types you use, switch features on and off, and manage your AI settings.

Where to find it: Settings, then Modules & AI (under Workspace). Only admins can open this page. You need a paid Journeybee plan.

Platform Modules

This is the main part of the page. It 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.
Manual Payments: Turn on manual payment tracking to record commission payments made outside Journeybee (for example bank transfers or cheques), without using the automated payment system.
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.

If you need one of these switched on or off, contact your Journeybee account manager or support.

AI Assistant

If the AI feature is turned on, you can choose whether the AI assistant needs approval before it makes changes. Turn on Require approval for write actions if you want a person to check what the AI does before it saves any changes.

AI Credits

This section shows how many AI credits your team has used this month and how many are left. Your monthly allowance rolls over if you do not use it all.

Credits available: A bar showing your balance, this month's allowance, rolled-over credits, and credits used.
Daily credit limit: Turn this on and set a number to pause new AI chats for the day once your team hits that many credits. It resets the next day.
Usage by team member: A list of how many credits each person has used this month.

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.

Some changes (like turning on Projects or Incentives) reload the page so the new feature appears in your menu.

A few settings that used to live here have moved to their own pages:

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 Partnership Settings page, 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 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.

Platform Settings