Partner portal
A branded home for your partners, on your own domain
Partners stay active when the program feels like yours. Give them a portal with your logo, colour and URL where they refer leads, register deals, take training, sign agreements and see what they have earned.
Partners disengage when the program lives in your inbox
Without a portal, a partner has to email you to find out whether a referral was accepted, what a deal is worth to them, when they will be paid, or where the latest deck is. Every question is a task for your team and a reason for the partner to send the next lead somewhere else.
A portal on your domain answers those questions before they are asked, and it makes the program part of your brand rather than a third-party tool the partner tolerates.
Dashboard. What a partner sees on your domain: their leads, revenue and commissions. Watch a lead being referred.
Welcome to your dashboard, Priya
Overview
An overview of your partnership with Acme Software
Leads
0
Leads you've referred to Acme Software
Leads Won
0
Leads that have been won
Revenue
$0
Total revenue Acme Software received from your leads
Leads
Displaying all leads
Search all leads...
| Referred At ⇅ | Lead Name | Partner Rep | Status | Commissions Paid | Commissions Pending | Revenue | Deal Value |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026 | Northwind Retail | Priya Raman | Won | $1,800.00 | $0.00 | $18,000.00 | $18,000.00 |
| Aug 28, 2026 | Fjord Analytics | Priya Raman | Approved | $0.00 | $950.00 | $0.00 | $9,500.00 |
| Sep 03, 2026 | Lumen Health | Marcus Lee | In Review | $0.00 | $0.00 | $0.00 | - |
| Sep 01, 2026 | Atlas Logistics | Marcus Lee | Approved | $0.00 | $2,400.00 | $12,000.00 | $24,000.00 |
What partners see
Every part of the program, self-served. Sections appear only when your program uses them, so a referral-only program stays simple and a reseller program shows deals and training.
- AreaDashboard
- What the partner can doLeads, leads won, revenue and commission for a date range, top leads, tracking links, promo codes and the partner's tier with its perks.
- AreaLeads
- What the partner can doEvery lead the partner referred with status, deal value and commission, a message thread with your team, and a timeline. Partner Introductions you send to them, with approve and reject.
- AreaDeals
- What the partner can doA kanban of deals the partner is working, from New to Closed Won or Lost, with a message thread on each.
- AreaPayments
- What the partner can doCommissions and SPIFFs with statuses, gift cards, self-billed invoices, payout settings for Stripe Connect or bank details, and W-9 tax forms where required.
- AreaTraining
- What the partner can doCourses to start or continue, progress that saves per lesson, and a Certifications tab with downloadable, shareable certificates.
- AreaPartner Room
- What the partner can doStorage for the partner: their signed agreement and tax forms, plus the marketing material, decks, assets and links you share. Folders and files can be limited to particular partners, and partners can upload into a folder of their own.
- AreaTeam and settings
- What the partner can doPartner admins invite reps, set roles, manage the organisation profile, quick-refer domains, account mapping sharing and two-factor authentication.
Onboarding
From application to first referral, without a hand-off. Every step below is a real screen. Move through them to see what the partner does and what your team sees at the same moment.
Apply.
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Admin app· NotificationsPendingJust now
New partner application
Brightline Agency · Priya Raman · Agency partner, UK
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- Submit ApplicationApply to become a Acme Software partnerPlease fill out the form below to apply for our partner programAlready have an account? Sign InPowered by Partner.ioBy using our platform, you agree to our Terms of Service and Privacy PolicyAdmin app· NotificationsPendingJust nowNew partner applicationBrightline Agency · Priya Raman · Agency partner, UKRejectApprove
Your brand, your domain
The same portal, dressed as your company. Upload a logo, pick an accent colour and point a CNAME at Partner.io. Pick a brand below to see the portal re-themed.
Acme Software.
Welcome to your dashboard, Priya
Overview
An overview of your partnership with Acme Software
Leads
0
Leads you've referred to Acme Software
Leads Won
0
Leads that have been won
Revenue
$0
Total revenue Acme Software received from your leads
Leads
Displaying all leads
Search all leads...
| Referred At ⇅ | Lead Name | Partner Rep | Status | Commissions Paid | Commissions Pending | Revenue | Deal Value |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026 | Northwind Retail | Priya Raman | Won | $1,800.00 | $0.00 | $18,000.00 | $18,000.00 |
| Aug 28, 2026 | Fjord Analytics | Priya Raman | Approved | $0.00 | $950.00 | $0.00 | $9,500.00 |
| Sep 03, 2026 | Lumen Health | Marcus Lee | In Review | $0.00 | $0.00 | $0.00 | - |
| Sep 01, 2026 | Atlas Logistics | Marcus Lee | Approved | $0.00 | $2,400.00 | $12,000.00 | $24,000.00 |
How you manage it
Configure the experience from Portal Admin. The portal reads its settings live, so a change is visible to partners immediately.
- [01]Set your theme and domainUpload your logo and favicon, pick an accent colour and preview the portal re-themed. Point a CNAME at Partner.io to host it on your own domain with SSL.
- [02]Compose the application formName, company and email are always asked. Add partner type, phone and any of your own partner fields, reorder by drag, reword per form, and mark questions required. Embed the same form on your website with the Register widget.
- [03]Turn on agreementsStart from the built-in template, insert your legal entity and signee with variables, assign an agreement per partner type, and choose whether every rep signs or one admin signs for the organisation. Changing terms forces a re-sign.
- [04]Decide what partners can doAllow or disable lead creation and deletion, require a phone number on referrals, enforce two-factor authentication, and pay out per partner organisation or per rep.
- [05]Give partners their own referral surfacesEach rep gets a unique tracked link per referral link you create, a quick-refer page that needs no login, and a co-branded referral landing page with your heading, button and redirect.
Partner directory
Let partners be found, on your site and in the wider network. Partners publish a Spotlight profile with their logo, description, clients, gallery and attribute tags.
You approve it, then embed the searchable directory on your own website with the Partner Directory widget, filtered by partner type and tier.
- Only approved profiles with a logo appear
- Visitors filter by attributes such as region or services
- Contact requests reach the partner as a Partner Introduction
Brightline AgencyE-commerce agency · EMEAGold
Cobalt ConsultingSystems integrator · UKCertified
Signal PartnersReseller · North AmericaCertified
Halo IntegrationsIntegration studio · DACHStandard
Meridian PaymentsPayments · GlobalGold
Northstar StudioDesign agency · APACStandard
“We're not just seeing more referrals, we're seeing better ones. The quality, the consistency, the visibility. It's all gone up since we moved to Partner.io.”
FAQ
Questions about this capability
- Can I use my own domain?
- Yes. Choose Custom under Domain Settings, add two CNAME records, and the portal and its API run on your domain with SSL issued automatically. Until then, every account has a subdomain on portal.partner.io.
- Do partners need a password?
- No. Partners sign in with a magic link sent to their email, or with a six-digit code from an authenticator app if you enforce two-factor authentication for partners.
- What can I customise?
- Your logo, favicon, accent colour and domain, the wording and order of the application and referral forms, the co-branded referral landing page, which sections partners see, and the theme of each course.
- Can partners bring their own team?
- Yes. A partner admin invites reps, assigns User or Admin roles, and admins see every lead and deal their team has referred.
- Is there a mobile app?
- The portal is responsive and works on any phone. Partners also receive push notifications through the Partner.io mobile apps where a company has enabled them.
Platform
Every part of the program, in one system. Pick up where this page leaves off.
- [01]Partner portalWhere partners find their next step, their leads and what they have earned.
- [02]Leads & deal registrationSee where every referred lead and registered deal stands, synced with your CRM.
- [03]Tiers, commissions & payoutsKnow what is owed, approve it, and pay it through Stripe.
- [04]Training & certificationAI-drafted courses with scored lessons, badges and verifiable certificates, inside the portal.
- [05]AutomationFollow-ups and approvals that run on rules you set once.
- [06]Deal Surround & Partner DiscoveryFind the partner who can open a target account, and new partners worth recruiting.
- [07]Engagement HubAnnouncements, newsletters, events, surveys and a Partner Room for agreements, material and assets.
- [08]IntegrationsHubSpot, Pipedrive, Salesforce, Slack, Shopify, Stripe, Claude, ChatGPT, API and MCP.