Partner Portal

The partner portal is where your partners do their work with you: submit leads, track deals, take training, download assets and talk to your team. Every partner gets their own view, built from the rooms you have given them access to.

Where to find it: Click Portals in the main navigation to build and manage it. To see what a partner sees, open the partner and click Go to partner portal.

Who can use this: Admins and Partnership Team members manage the portal. Partners sign in to it.

Partners receive an invitation email with a sign-in link. Depending on how your portal is configured, they can sign in with:

Google work account
Microsoft work account
Magic link sent to their email
A code sent by SMS to their phone
Email and password

Whichever they choose, they must use the email address saved on their contact record in Journeybee. There is no separate accept or decline step: once their identity is verified, an eligible contact is in.

If someone has access to more than one partnership, or is both a member of your team and a partner contact, they are asked to choose which way to sign in before they land.

With a custom domain, all of this happens on your own web address under your own branding.

What partners see

The portal is organised into rooms, listed in a sidebar. A partner sees only the rooms you have made available to them, in the order you set on the Portals page.

They land on the first Live room they can access, which is not necessarily Overview. If nothing else is available, Journeybee falls back to Overview.

The rooms

Overview: a dashboard with quick actions, partner details and performance figures. Not available for distributor partners.
Leads: submit referrals and track their progress.
Deals: the deal pipeline, with values and commissions.
Payments: payment history and invoices. Needs the Manual Payments module.
Resources: the document and asset library, in folders with search.
Certifications: training and credentials. Needs the LMS module.
Projects: shared Kanban boards. Needs the Projects module.
Contacts: your team and theirs, with a message button.
Messages: direct messaging with your team.
Branding: your logos, colours and brand guidelines to download.
Shared Files: files passed between you and that partner.
MDF: market development fund allocations and claims. Needs the MDF module.
Campaigns: marketing campaigns you have shared. Needs the Marketing module.
Partners: a distributor's reseller roster, view only. Distributor partners only.
Custom rooms: anything you build yourself from content blocks. See Custom Portal Rooms.

Full detail on each is in Portal Room Types, and setting them up is covered in Creating Portal Rooms.

Why two partners see different things

Each room carries its own access rules, so the portal shapes itself around the partner. Visibility depends on:

Partner type: referral, reseller and distributor portals are configured separately.
Stage: show onboarding material early and commercial rooms later.
Category and tier: restrict a room to Gold partners, or to a region.
Tags: including tags on individual contacts.
Specific partners: name the partnerships that should see a room.
Modules: a room whose module is off does not appear at all.

A partner must satisfy every condition on a room, not just one. A room with no conditions is available to everyone eligible. Full detail in Portal Access Management.

What partners can change themselves

Partners have a Settings page in the portal covering their own details only:

Their profile and photo
Their name
Their contact details
Their language

Everything else about the partnership, including contacts, stage, tier and access, is managed by your team from the partner page in Journeybee. See Partner Contacts.

Embedding the portal in your own site

You can put the partner portal inside your own website or intranet, in an iframe, so partners never leave your site. Your backend signs a short-lived token and the portal exchanges it for a session, meaning partners are already signed in when the portal loads.

This is self-service. Under Settings, then Portal Settings, you will find:

Embedded Portal Domains: the list of your domains allowed to frame the portal.
Embed Signing Keys: the secrets your backend signs tokens with. A key is shown once, so store it server side and never put it in browser code.

Embedding needs the Embedded Portal module, which requires White Label. It is independent of your custom domain: you can embed on the shared portal address or on your own.

The technical guide for your developers is at docs.journeybee.io/guides/embedding-portal.

Letting partners connect their own tools

Partners can point AI assistants and their own systems at their portal data through the Partner API and MCP server. See Partner API & MCP.

On phones and tablets

The portal adapts to any screen size, so partners can pick it up on a phone between meetings. It is worth checking your custom rooms on a narrow screen, since long tables and wide images are the usual things that do not travel well.

Troubleshooting

Check they are using the exact email address on their contact record, that the contact is enabled, and that the partnership is Live rather than Offline.

A partner cannot see a room

Check the room is Live, then work through its access conditions. The partner has to match all of them. Use Partners with Access on the room to see the result.

A partner landed on an unexpected page

They open on the first Live room they can access, in your configured room order. Reorder the rooms on the Portals page if the wrong one is first.

The portal will not load inside our website

Add the host page's domain to Embedded Portal Domains under Portal Settings. A domain that is not on the allowlist is blocked from framing the portal.

Good to know

Preview before you invite. Open a partner and click Go to partner portal to see exactly what they will see.
Fewer, fuller rooms beat many empty ones. A partner who finds three useful pages will come back; one who finds twelve placeholders will not.
Room names are partner-facing. Use an Internal Label when your own name for a room is not the one partners should read.
Partners receive email notifications about lead and deal activity and messages. What they receive is governed by your notification rules.