Portal Room Types

Journeybee offers a range of pre-defined room types for your partner portal, plus the ability to build custom rooms from scratch. This article describes each room type and what it does.

Pre-defined rooms

Pre-defined rooms come with built-in functionality. Each one can exist once per partner type. Some require modules to be enabled on your account.

Overview

A partnership dashboard showing performance metrics, quick action buttons, and partner details. You can toggle quick actions and choose which partner attributes (stage, tier, category, custom fields) to display.

Available for: Referral and Reseller partners (not available for Distributor partners).

Leads

A lead submission and tracking room. Partners can submit new referrals, track lead status, view lead history, and see expected commission amounts.

You can configure which fields appear on lead cards, and switch between card and list views.

Deals

A deal pipeline room. Partners can view their sales pipeline, track deal progression, and monitor revenue and commissions. You can disable deal creation for partners if needed, and configure which fields appear on deal cards.

Payments

A payments and invoices room. Partners can view payment history and download invoices.

Requires: Manual Payments module.

Resources

A document and resource library. Partners can browse, search, and download training materials, marketing assets, sales tools, and technical documentation. Resources are organised in folders with categories and search.

Certifications

A training and certifications room. Partners can complete training modules, track progress, and earn certifications.

Requires: LMS module.

Projects

A project management room with Kanban boards. Partners can view project timelines, track tasks, upload deliverables, and collaborate with your team.

Requires: Projects module.

Contacts

A team directory room. Partners can see your internal team members (with roles and contact info) and their own partner team members. Includes a message button for quick communication.

Messages

A direct messaging room. Partners can send messages to your team, use @mentions, and share files. Supports connections to Slack and Microsoft Teams for syncing conversations.

Branding

A brand assets room. Partners can download logos in multiple formats, brand colours, typography, design templates, and usage guidelines.

Shared Files

A one-to-one file sharing room. Partners can upload and download documents, contracts, and other files shared between them and your team.

MDF

A Market Development Funds room. Partners can submit fund requests, track approvals, and manage their MDF budget.

Requires: MDF module.

Campaigns

A marketing campaigns room. Partners can view and participate in marketing campaigns you have set up.

Requires: Marketing module.

Partners (Distributor only)

A reseller management room for distributor partners. Shows the distributor's reseller roster in a view-only format, including reseller details, stages, custom fields, and contacts.

Available for: Distributor partners only. This room has no access controls since it is automatically visible to all distributor partnerships.

Custom rooms

Custom rooms are flexible rooms you build from scratch using content blocks. You can create unlimited custom rooms per partner type.

Custom Room: Start with a blank canvas and add blocks.
From Template: Start from a saved room template to reuse a layout.

See the Custom Portal Rooms article for a full guide on building custom rooms with blocks.

Which rooms are available for which partner types

All partner types: Leads, Deals, Payments, Resources, Certifications, Projects, Contacts, Messages, Branding, Shared Files, MDF, Campaigns, Custom Room, From Template
Distributor partners only: Partners (reseller roster)
Referral and Reseller only: Overview (hidden for distributors)

Module-gated rooms

Some room types require a module to be enabled on your account. If a module is not enabled, the room type will show an Upgrade label in the create room sidebar.

Payments requires the Manual Payments module
Certifications requires the LMS module
Projects requires the Projects module
MDF requires the MDF module
Campaigns requires the Marketing module

Contact Journeybee support to enable any of these modules.

Creating Portal Rooms: Step-by-step guide to creating and managing rooms
Custom Portal Rooms: Building rooms with content blocks
Portal Access Management: Controlling who sees what

Portal Room Types