Partner Portal Reference
This guide explains the affiliate partner experience from the partner’s point of view.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.
Authentication and account lifecycle
Typical flows:- Register directly or from invite.
- Verify email.
- Log in and complete profile.
- Reset password if needed.
- Accept program invitations.
- 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.
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
Partner portal page matrix
| Page | Primary purpose | Typical partner action |
|---|---|---|
| Dashboard | Day-to-day performance summary | Check funnel, earnings, and recent activity |
| Programs | Enrollment and promotion context | Review status and generate links |
| Marketplace | Program discovery | Find new programs and submit applications |
| Invitations | Program access workflow | Accept or decline direct invitations |
| Links | Partner tracking assets | Create/share approved program links |
| Analytics | Performance diagnostics | Compare traffic and conversion trends |
| Earnings | Commission ledger | Filter and verify status progression |
| Payouts | Settlement tracking | Check payout readiness and completion |
| Bounties | Incentive tasks | Submit and track task evidence |
| Messages | Owner communication | Respond to program guidance and issues |
| Settings | Profile and payout setup | Maintain payout profile and account security |
| Auth pages (login/register/verify/reset) | Account lifecycle | Access recovery and account validation |
Programs, marketplace, and invitations
Partners can:- discover programs in marketplace
- apply to programs
- accept direct invitations
- track enrollment status
- pending
- approved
- rejected
- expired/suspended (where applicable)
Partner links
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
- use campaign-consistent naming in partner link titles.
- avoid changing high-volume links mid-campaign without documenting why.
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
- pending earnings are provisional until approval rules pass.
- paid earnings should reconcile to payout history.
Payouts and settlement
Partners can review:- payout profile completeness
- payout method setup
- payout history and status
- pending
- processing
- paid
- failed/cancelled
Bounties
If enabled by program owners, partners can:- view available bounties
- submit proof URLs and descriptions
- track submission status
- pending review
- approved
- rejected
Messages and communication
Partner messaging surfaces support:- owner-to-partner updates
- partner responses
- operational announcements
- keep payout and commission disputes in message threads for audit continuity.
- include relevant dates/program names when reporting issues.
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
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.
Troubleshooting matrix
| Problem | Likely cause | First action |
|---|---|---|
| No programs visible | Not enrolled or no active invites | Check marketplace/applications/invitations |
| Earnings present but no payout | Payout profile incomplete or payout not batched yet | Complete payout settings and check payout status |
| Invitation cannot be accepted | Token expired or already used | Request a fresh invitation |
| Cannot create link in program | Program restrictions or enrollment status | Confirm program permissions and status |
/user-guides/manual/ecosystem/affiliates-and-partners/user-guides/manual/ecosystem/affiliate-program-operations-reference/user-guides/manual/monetization/billing-plans-and-credits