Platform 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.

Feature Modules

Control which features are available in your platform. Toggle these on or off based on your business needs.

Enabling a Module

1. Navigate to Settings > Platform Settings

2. Find the Feature Modules section

3. Toggle the module switch to enable or disable

4. Click Save to apply changes

Note: Some modules are currently in development and will be available soon.

Project Management

When enabled, you can create collaborative projects with your partners:

• Kanban boards for visual task management

• Milestones and task tracking

• Real-time collaboration

• Partner access to shared projects

CPQ (Configure, Price, Quote)

When enabled, you gain access to the full CPQ system:

• Products: Build your product catalog with pricing and billing options

• Pricing Calculators: Create interactive pricing tools with configurable fields

• Quotes: Generate professional quotes from calculator configurations

• Deal Integration: Quote totals automatically sync to deal values as ACV

For detailed CPQ documentation, see the CPQ Module Guide.

Training & Certifications

Create learning paths and certification programs for your partners:

• Training content with multiple content block types

• Certification tracks with progress tracking

• Partner enrolment management

• Completion certificates

AI Copilot

Leverage AI for partner management:

• Conversational intelligence for partner interactions

• AI-powered copilot in Partner Portals

• Automated insights and recommendations

MDF - Marketing Development Funds

Manage co-marketing investments with partners:

• Fund allocation and tracking

• Partner fund requests

• Approval workflows

• Spend tracking and reporting

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

Partner Email Notifications

You can control which emails are sent to individual partners. These settings override the defaults set in Partnership Settings.

Where to Find Email Settings

1. Go to Partners and select a partner

2. Open the partner details sidebar

3. Scroll down to the Settings section

4. Find the Email Notifications area

Available Email Toggles

How Overrides Work

• By default, partners inherit the email settings from Settings > Partnership Settings

• When you change a toggle on a specific partner, it overrides the default for that partner only

• Other partners continue to use the default settings

When to Use Per-Partner Settings

High-touch partners: Turn on all notifications for key partners who want to stay closely informed.

Partners who prefer minimal emails: Turn off non-essential emails for partners who've requested fewer notifications.

Testing: Turn off emails temporarily whilst testing or setting up a new partnership.

Tips

• Check with partners about their email preferences during onboarding

• Document any custom settings in the partner notes so your team knows why they're different

• Review email settings periodically, especially if partners mention too many (or too few) emails

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