Other

The Other page brings together a few portal-wide essentials: your company details, a couple of admin controls, and — for portals with API access — your API keys.

Open it from Portal Setup -> Other.

Depending on your plan and permissions, you may see:

• Company Info
• Portal Setup
• Portal Domain — your subdomain and optional custom domain
• Date Format — how dates are displayed across your portal
• Default Language — the language your portal opens in for people who have not picked one
• Partner Applications — whether applications are approved automatically, and whether people can join as individuals
• Partner File Uploads — whether partners can upload their own files
• Partner Notifications
• AI Assistants — the connect URL for linking Claude to your portal
• API Keys for portals with API access enabled

The Company Info card is where you update the core details tied to your portal.

You can edit:

• company name
• company domain
• support email

These settings affect how your portal is identified and how partners find and recognize it.

1. Open Portal Setup -> Other.

2. In Company Info, click Edit.

3. Update the fields you need to change.

4. Click Save.

The Portal Domain card is where you manage the addresses your portal is reached at: your your-subdomain.partnerportal.io subdomain and an optional branded custom domain (e.g. partners.your-company.com) served alongside it. Because domain changes involve DNS and re-configure your sign-in, they have their own step-by-step guide.

See Portal Domain for changing your subdomain, custom-domain requirements, the DNS CNAME target, and setup steps.

The Portal Setup card on this page contains two straightforward admin controls.

Turn this on if you want the Dashboard quickstart checklist to appear again for your internal team.

This is especially useful when:

• you want to finish setup tasks later
• a new owner or admin is taking over the portal
• you want the checklist visible again after hiding it earlier

The Date Format card controls how dates are displayed throughout your portal. Choose between:

• US — month first (MM/DD/YYYY), e.g. 03/04/2026
• International — day first (DD/MM/YYYY), e.g. 04/03/2026

This is a portal-wide preference: it applies to everyone who uses your portal — your internal team and your partners alike — so the same date always reads the same way for all of them. It also applies to the dates in CSV exports.

1. Open Portal Setup -> Other and find the Date Format card.

2. Choose US or International from the selector.

3. Your choice saves automatically, and the portal refreshes so every date updates to the new format.

The Default Language card sets the language your portal opens in for anyone who has not picked a language themselves. Choose one of the supported languages, or No default to keep using each visitor’s browser language.

How it fits with the per-user language selector:

• A user’s own choice always wins. Anyone who has picked a language from the selector in the lower right corner keeps it, whatever the portal default is.
• Everyone else sees the default. New partners, visitors to your public application page, and the sign-in page all open in the default language. They can still switch at any time, and their choice is then remembered.
• Notification emails follow the same rule. A recipient who has picked a language gets emails in that language; otherwise they get the portal default.
• No default restores the previous behaviour: the portal uses the visitor’s browser language when it is one of the supported languages, and English otherwise.

Changing the default later only affects people who have never picked a language. See Using the Multi-Language Feature for the list of supported languages and what is and is not translated.

1. Open Portal Setup -> Other and find the Default Language card.

2. Choose a language from the selector, or No default to clear it.

3. Your choice saves automatically and applies the next time someone without a saved language opens the portal.

The Partner Applications card controls what happens when someone applies to your program through your public application page. By default, every application waits in Pending for an admin to approve or decline it.

Turn on Approve new applications automatically if you would rather let applicants in straight away. When it is on, an applicant who completes the form is approved the moment they submit, and is emailed a link to set their password so they can sign in immediately — no admin step in between.

This is worth turning on when you run an open program and the review step is a formality that only slows partners down. Leave it off when you want to vet each company before it gets access to your resources, program terms, and deal registration.

Two things are unaffected by this setting:

• Partners you invite directly are already created with access — they never wait for approval, whether this setting is on or off.
• The emails your portal sends are unchanged. You and your team still receive the new-application notification, and the applicant still receives their confirmation, exactly as before. Those are controlled under Partner Notifications.

1. Open Portal Setup -> Other and find the Partner Applications card.

2. Turn on Approve new applications automatically.

3. Your choice saves automatically and applies to every application submitted from that point on.

Applications submitted before you turned it on stay in Pending — turning the setting on does not approve the partners already waiting. Approve those from Partners, as described in Manage Partners.

Allow individual partners lets people join your program under their own name — consultants, freelancers, and affiliates — without the company name and company domain a partner normally has to supply. It is off for every portal until you turn it on.

Unlike the setting above, this one affects both your public application page and your Invite Partner form. With it on, each gains an option to add the partner as an individual, which hides the company fields. With it off, neither mentions individuals at all.

Turning it back off stops new individual partners being added. It does not affect the individual partners you already have — they keep signing in, registering leads, and getting paid, and you can still edit them.

For the full flow, including how to switch a partner between individual and company later, see Add Individuals as Partners.

The Partner File Uploads card controls whether partners can add their own files, in two places. Your team can always upload files; these settings only govern what partners can do.

• Partners can upload files to their leads — lets partners attach documents to leads they can see, on the lead’s Files card. On by default. Turning it off stops new partner uploads on leads; files a partner already uploaded stay in place, and they can still edit and delete their own.
• Partners can upload files to their profile — lets partners add files on their own Messages & Files page, alongside the files you share with them. Off by default.

A partner’s own uploads are always visible to that partner and can’t be hidden from them. For how file sharing works on each screen, see Share Files on a Lead and Message Partners and Share Files.

The Partner Notifications card controls which emails your portal sends to partners and their users. It has a master switch at the top and a set of individual toggles below it, so you can turn off everything at once or silence just the notifications you don’t want.

Turn on Disable all partner notifications to stop every partner-facing email from being sent, regardless of the individual settings below.

When it is on:

• partner organizations do not receive portal emails
• partner users do not receive portal emails
• the individual notification toggles below are turned off (greyed out), because the master switch overrides them

This is a portal-wide control, not an individual user preference. Leave it off if you only want to disable a few specific notifications.

When the master switch is off, you can enable or disable each partner notification on its own. Every notification is on by default; turning one off stops just that email while the rest continue to send.

The available notifications are:

• Partner invitations — sent automatically to a partner when you invite them to the portal, including bulk invites. Does not affect re-sent invitations.
• Partner welcome / approval — sent automatically to a partner or agent when their account is created or approved and they can set a password. Does not affect re-sent invitations.
• Re-sent invitations — sent when an admin clicks Re-send invite on a partner who has not logged in yet.
• Partner suspended — sent to a partner when their account is suspended.
• Partner application denied — sent to a partner when their application to join the portal is denied.
• Partner application received — sent to a partner confirming that their application to join the portal was received.
• Announcements — sent to partners and agents when you post a new announcement.
• Lead status updates — sent to a partner or agent when the status of one of their leads changes.
• Lead submission confirmation — sent to a partner or agent confirming that a lead they registered was received.
• Lead comments — sent to a partner or agent when a new comment is added to one of their leads.
• New opportunities — sent to a partner or agent when a new opportunity is shared with them.
• Opportunity status updates — sent to a partner or agent when an opportunity is archived or removed.
• Opportunity comments — sent to a partner or agent when a new comment is added to an opportunity.
• Monthly activity summary — sent to partners and their users on the 3rd of each month with last month’s leads submitted and won, the payouts approved for them and paid to them, and what is still due. Portals created before this email existed have it off until they turn it on; newer portals start with it on. A partner who had no activity and is owed nothing gets no email, and partners who are not paid commissions see no payout figures. See Monthly emails.

Below the partner toggles, the same card has a Team emails section for the emails PartnerPortal sends to your own team rather than to partners:

• Monthly program digest — sent to the portal admin and active staff on the 2nd of each month with last month’s new partners, leads submitted and won, payouts approved and paid, what is outstanding today, and anything waiting for approval. It is on by default. Payout figures are included only on portals that pay commissions. Turn it off here to stop it for the whole team, or each team member can turn it off for themselves under Account. The partner master switch does not affect it. See Monthly emails.

1. Open Portal Setup -> Other.

2. Find the Partner Notifications card.

3. To stop all partner emails, turn on Disable all partner notifications.

4. To control individual emails, leave the master switch off and toggle any notification under Individual partner notifications.

Changes save automatically as you toggle each switch.

Mostly no. The partner toggles and the master switch only control emails sent to partners and their users. The one team email on the card, the Monthly program digest, has its own switch under Team emails. You and your teammates manage everything else under Account.

Yes. Partner invitations and Re-sent invitations are separate toggles. Turn off Partner invitations to stop automatic invites when you add or bulk-import partners, and leave Re-sent invitations on so clicking Re-send invite on a partner still emails them.

They stay in Pending. The setting applies to applications submitted from that point on — it does not approve partners who were already waiting. Approve those from Partners as usual.

Yes. You and your team receive the same new-application email either way, and the applicant still receives their confirmation. Automatic approval changes whether they can sign in, not which emails go out.

The master switch overrides everything. While it is on, no partner-facing emails are sent and the individual toggles are turned off. Turn the master switch back off to control notifications one at a time.

The AI Assistants card holds your portal’s connect URL — the one thing you paste into an AI assistant like Claude to link it to your portal. Once connected, you can ask about your partners, leads, and commissions in plain language, register leads, and draft announcements, resources and courses, using your own data and permissions.

Copy the URL here, then follow Connect Claude to Your Portal to add it to Claude on the web, in the desktop app, or in the terminal. The URL identifies your portal only — it carries no password — and everyone on your team connects with their own login. AI features are available on every plan.

If your portal has API access enabled, this page can also include an API Keys card.

Use it when you need programmatic access to PartnerPortal for a custom integration, internal workflow, or automation.

From here, you can:

• create a named API key
• copy the client ID
• copy the client secret when it is first created
• revoke a key later if it should no longer work

If you are planning to build against the API after creating a key, start with Developer Documentation and Public API Guide.