Portal Room Types

Your partner portal is built from rooms. Each room is a page in the partner's sidebar, and you choose which rooms exist, what they contain, and which partners can see them. This article is the reference for every room type Journeybee offers.

Rooms come in two kinds. Pre-defined rooms have built-in functionality: the Leads room really does submit leads, the Deals room really does show a pipeline. Custom rooms are blank canvases you build from content blocks.

Where to find it: Go to Portals in the main navigation, choose a partner type, then click New room.

Who can use this: Admins and Partnership Team members.

How rooms work

Three rules apply to every room:

Rooms belong to a partner type. Referral, reseller and distributor partners each get their own set of rooms. A room you create for referral partners does not appear for resellers.
Each pre-defined room type can exist once per partner type. Once you have created a Leads room for referral partners, Leads is greyed out with an Active label the next time you create a referral room.
Custom rooms are unlimited. Create as many as you like for each partner type.

Sales rooms

Leads

Partners submit new referrals and track the ones they have already sent. They see lead status, history, and the commission they can expect.

In the room's Content tab you choose which fields appear on lead cards and in the list view, including your own custom fields.

Deals

A pipeline view of the partner's deals, with stage progression, revenue and commission.

The Content tab gives you three controls:

Deal Card Fields: which fields show on deal cards in the kanban view.
Disable Deal Creation: stops partners creating new deals. Existing deals stay visible.
Hide deal value from partners: removes the deal value everywhere in the room.

Payments

Partners view their payment history and download invoices.

Requires: the Manual Payments module, which you can switch on yourself under Settings, then Modules & AI.

Marketing rooms

Campaigns

Partners see the marketing campaigns you have shared with them, and can pick up campaign assets and links.

Requires: the Marketing module.

Collaboration rooms

Projects

Kanban boards shared with the partner. Tasks, deliverables, comments and real-time editing, all visible to both sides. See Creating a Project.

Requires: the Projects module.

Resources

Your resource library: training material, sales collateral, technical documentation. Partners browse, search and download. Which resources each partner sees is controlled on the resource itself, not on the room. See Creating a Resource.

Certifications

Partners work through training curricula, take assessments and earn certifications. See Building Certifications.

Requires: the LMS module.

Shared Files

A one-to-one file drop between you and that single partner. Contracts, signed documents, anything specific to the relationship. Nothing here is shared with your other partners.

Communication rooms

Contacts

A two-way directory. Partners see their own colleagues on the partnership, and the members of your team who are assigned to that partnership. Each person has a message button.

That last point matters: the Contacts room has no list of its own. Who a partner sees from your side is decided by the assigned users on the partner record, so assign someone to the partnership if you want the partner to be able to reach them.

Messages

Direct messaging between the partner and your team, with mentions and file sharing.

You can connect a message room to Slack so the conversation mirrors into a Slack channel and your team can reply without opening Journeybee.

Branding

Your brand assets in one place: logos in multiple formats, colours, typography, templates and usage rules. Pulls from what you upload under Branding.

Partner management rooms

Overview

The partnership landing page. Two things you can switch on in the Content tab:

Show Quick Action Buttons: a shortcuts card for creating leads and deals, sending messages and more. On by default.
Show Partner Details: a card showing the partner's own stage, tier, category and any custom fields you choose. Off by default.

Not available for: distributor partners. Distributors get the Partners room instead.

Partners (distributor only)

A view-only roster of the distributor's resellers, with their details, stages, custom fields and contacts. See Distribution Management.

Available for: distributor partners only. This room has no access controls, because it is always visible to every distributor partnership.

MDF

Partners request Market Development Funds, track approvals and submit claims against their budget. See Market Development Funds.

Requires: the MDF module.

Custom rooms

Custom rooms are built from content blocks, so they can be anything: an onboarding path, a product launch page, a partner-specific microsite. They are also the only room type with a block canvas, so if you want free-form content in the portal, it goes in a custom room.

Custom Room: start from a blank canvas.
From Template: start from a room template you saved earlier, so you can reuse a layout across partner types or rebuild a proven page quickly.

See Custom Portal Rooms for the block reference and how to build one.

Which rooms need a module

Five room types are gated behind a module. If the module is off, the room type shows an Upgrade label in the create sidebar and cannot be selected.

Payments needs Manual Payments. You can turn this on yourself under Settings, then Modules & AI.
Certifications needs LMS.
Projects needs Projects.
MDF needs MDF.
Campaigns needs Marketing.

The last four are managed by Journeybee. They appear on your Modules & AI page under Managed by Journeybee as read-only status. Contact Journeybee support to have one enabled.

Availability by partner type

All partner types: Leads, Deals, Payments, Campaigns, Projects, Resources, Certifications, Shared Files, Contacts, Messages, Branding, MDF, Custom Room, From Template.
Referral and reseller only: Overview.
Distributor only: Partners.

Settings every room has

Open a room and you get up to four tabs. Content appears only on custom rooms (the block canvas) and on Overview, Leads and Deals (their field options). Every room has the other three.

Settings

Room Name: what partners see in the sidebar. Leave it blank on a pre-defined room and it uses the standard translated name, so partners reading in another language still see it correctly.
Internal Label: a name only your team sees.
Room Icon: the sidebar icon, searchable.
Save as template: custom rooms only.
Remove room: deletes the room from the portal.

The Live switch sits in the room header rather than a tab. Rooms start as Draft, and a Draft room is invisible to partners no matter what the access settings say.

Access

Room Visibility: All users, Internal only (only your own team sees it) or External only (partners see it, your indirect internal users do not).
Categories, Tiers, Partnership Stages, Contact Tags and Partnerships: a partner has to match every filter you set, not just one. Naming specific partnerships pins the room to those partners. Leave every filter empty and each partnership of that type has access.

Access is otherwise automatic. The panel counts how many partnerships currently match and tells you whether the partnership you are looking at would see it. Full detail in Portal Access Management.

Engagement

Views, visitors and activity for that one room, so you can tell which rooms partners actually open. See Partner Engagement Analytics.

Troubleshooting

A room type is greyed out

Either it is already active for that partner type (the label reads Active, and you should edit the existing room rather than create a second one), or its module is off (the label reads Upgrade).

The room type I want is not listed

Check which partner type you selected in the first step. Overview is hidden for distributors, and Partners is hidden for everyone else.

Partners cannot see a room I created

Check Live is switched on, then check the access settings. The panel shows a live count of matching partnerships, so a count of zero tells you the filters are too narrow.

A partner with no tier cannot see a tier-restricted room

That is expected. If a room filters on tiers, categories or stages, a partnership with that field left empty does not match and does not see the room.

I cannot add content to a pre-defined room

Only custom rooms have a block canvas. If you need an explanation, a video or a link list alongside a built-in room, create a custom room and place it next to it in the sidebar order.

Messages will not connect to Microsoft Teams

Message room syncing supports Slack. Microsoft Teams syncing is not available yet.

Good to know

Room order in the partner sidebar is set by dragging rooms in the Portals list, not in the room settings.
Deleting a room removes it from the portal but does not delete the underlying data. Deleting a Deals room does not delete any deals.
Save any custom room as a template to reuse its layout for another partner type.
If the AI module is on, custom rooms get a Build with Buzz button so you can have Buzz lay the page out for you.

Creating Portal Rooms: the step-by-step guide to creating and managing rooms.
Custom Portal Rooms: building rooms from content blocks.
Portal Access Management: controlling who sees what.
Partner Portal: how the portal works end to end.