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Partner Portal Reference

This guide explains the affiliate partner experience from the partner’s point of view.

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What the partner portal is

The partner portal is a separate experience from workspace-member dashboards.
  • Partners have their own login and account lifecycle.
  • Partners are not workspace members by default.
  • Access is scoped to approved program enrollments and invitations.

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Authentication and account lifecycle

Typical flows:
  1. Register directly or from invite.
  2. Verify email.
  3. Log in and complete profile.
  4. Reset password if needed.
  5. Accept program invitations.
Operational notes:
  • Turnstile and rate-limits protect auth flows.
  • Password and social/account methods are managed independently from workspace member auth.
  • Invite acceptance can pre-fill program relationship context.
  • Dedicated accept-invite, forgot-password, and reset-password flows should be tested in QA.

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Partner dashboard

The partner dashboard typically includes:
  • earnings summary (pending/approved/paid style states)
  • conversion funnel (click -> lead -> sale)
  • recent activity timeline
  • top-performing links
  • enrolled programs overview
Use this page for daily operational monitoring.

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Partner portal page matrix

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Programs, marketplace, and invitations

Partners can:
  • discover programs in marketplace
  • apply to programs
  • accept direct invitations
  • track enrollment status
Common statuses:
  • pending
  • approved
  • rejected
  • expired/suspended (where applicable)
Partners can generate and manage tracking links for approved programs. Typical controls:
  • destination URL (if program allows)
  • short code (optional)
  • title/label
  • copy/share tracking link
Best practice:
  • use campaign-consistent naming in partner link titles.
  • avoid changing high-volume links mid-campaign without documenting why.

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Earnings and commission history

Earnings pages typically include:
  • commission amount
  • status (pending/approved/paid/rejected)
  • attribution metadata (program, link, event)
  • timeline and filtering by status/date
Interpretation guidance:
  • pending earnings are provisional until approval rules pass.
  • paid earnings should reconcile to payout history.

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Payouts and settlement

Partners can review:
  • payout profile completeness
  • payout method setup
  • payout history and status
Common payout statuses:
  • pending
  • processing
  • paid
  • failed/cancelled
If payouts are delayed, partners should check account verification and payout profile requirements first.

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Bounties

If enabled by program owners, partners can:
  • view available bounties
  • submit proof URLs and descriptions
  • track submission status
Typical submission statuses:
  • pending review
  • approved
  • rejected

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Messages and communication

Partner messaging surfaces support:
  • owner-to-partner updates
  • partner responses
  • operational announcements
Guidance:
  • keep payout and commission disputes in message threads for audit continuity.
  • include relevant dates/program names when reporting issues.

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Partner settings

Typical settings include:
  • profile details and bio
  • website/social channels
  • preferred payout currency
  • payout method details (PayPal/Connect, depending on setup)
  • Stripe Connect onboarding status
  • password change

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Stripe Connect in partner portal

Where Connect is enabled:
  • partners can start/continue onboarding.
  • onboarding completion status is visible in settings.
  • payout readiness depends on Connect account verification state.

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Troubleshooting matrix

Related:
  • /user-guides/manual/ecosystem/affiliates-and-partners
  • /user-guides/manual/ecosystem/affiliate-program-operations-reference
  • /user-guides/manual/monetization/billing-plans-and-credits