Partner portal: Settings

To access Partner Portal settings:

  1. Open your affiliate program.
  2. On the left sidebar, click on Partner Portal under Affiliate.
  3. You will land on the Settings tab:

There are three sections here: General, Custom, and In-site widget. Below, we will review each tab.

1. General

The first section allows you to:

Below you'll find Branding settings:

Here you can upload your logo, symbol, and favicon. Additionally, you can select your font family and primary brand color.

Next, you'll find Access & Authentication settings:

The following options are available:

  • Disable registrations via the Partner portal: hides the signup page to pause new partner registrations.
  • Enable partners to log in or sign in via Google login: add the Google login option to the partner portal. Read more.
  • Enable passwordless login for partners: if enabled, partners will not be required to create a password.  A one-time authentication code will be sent to your partners every time they log in. Read more.
  • Enable partner sub-accounts: if enabled, partners can create and manage sub-accounts in the partner portal. Read more.

Next, you will find the Portal features: 

The following options are available:

  • Enable program introduction page: if enabled, the program introduction page will be accessible to partners and visitors. Read more.
  • Enable leads collection: if enabled, you can set up a dedicated leads page to collect and convert leads into customers. Read more.
  • Enable onboarding for new partners: if enabled, new partners will see onboarding steps and guidance in their dashboard. Read more.
  • Enable email notifications for partners: if enabled, partners can enable email notifications about new signups, sales, and other events in their profile settings. Read more.
  • Send welcome email to new partners: if enabled, a welcome email will be sent when partners join your affiliate program.
  • Enable in-site widget: insert a widget on your website to access the partner portal. Read more.
  • Enable multi-language support: if enabled, partners can select their preferred language from the available translations in the portal. Read more.
  • Enable Partnero branding on the portal: Partnero branding on the portal will be generated with a unique link assigned to you. If anyone signs up and purchases a plan through that link, you'll get a commission.

Next, you'll find settings for Partner permissions: 

Here you can:

  • Hide referral contact information: partners will not see referral contact information on their portal if enabled.
  • Hide signup events in referral activity: if enabled, signup events will be hidden from referral activity.
  • Disable option to create new links: if enabled, partners cannot create unique referral links in their Resources section.
  • Disable option to edit referral links: if enabled, partners cannot edit the referral links in their Resources section.
  • Enable partners to create customers: if enabled, partners can manually create customers they brought in. Read more.
  • Show current commission on dashboard: if enabled, partners will see their commission rate next to the dashboard greeting:

The last section is Contact information:

Here you can set the contact information for your partners in the portal's footer.

2. Custom

Here you'll find the following:

Custom code: Insert custom code into the <header> or the <body> of the partner portal.

Security: Enable Google reCAPTCHA V3. Read more.

Social media sharing: enable social media sharing and customize the default messages. Read more.

3. In-site widget


The final section on the Settings tab is where you can customize the in-site widget by adding a button title, and selecting the colors and positions. Read more.

Don't forget to click Update after you make any changes!