This article will help guide you through the available customization options available as an Admin of PartnerPortal.io
After you have selected your plan, signed up, and logged in you will be brought to an empty dashboard. Before you can start inviting your partners to register for your Partner Program, we want to help you customize your partner portal. This includes colors, logos, a subdomain and/or custom domain. Once this is complete you will be ready to start inviting your partners and accepting new deals and leads.
PartnerPortal.io is equipped to allow you to fully customize your Portal so it looks exactly how you want it to. You are able to customize the background colors, text colors, link colors button colors and status indicators, as well as your logo, favicon, and more.
The first thing you will need to do is know the Hex or RGB color codes for your desired color scheme. Next, you will want to go to your “Settings” near the bottom of the Sidebar.
Every customizable option - from your logo to your fonts - can be found in your “Settings”. Once you’ve adjusted your color scheme etc. to your liking, simply click save and you’re ready to go.
Setting up a Logo:
In the upper left-hand section of your screen, there will be a logo section. It is here that you will upload your logo.
You have the option to use the same logo in all locations or use different logos for different sections of your partner portal. You decide.
Fonts and Colors:
PartnerPortal.io gives the ability to modify almost anything, from colors to buttons to statuses and more. In the settings section of the platform, you will see all the different adjustments that can be made to brand your partner portal to your brand wants and needs.
Simply select the little pencil in the top right-hand section, make your edits and click Save.
There are two ways to select or modify colors. Enter the Hex code in the input box or click on the colored box next to the Hex input box. Once the color box is selected a pop up will show on the screen so a color selection can be made.
Once the desired color has been selected, click select color and then save.
In the fonts section, there is the ability to modify the font of the portal with predetermined fonts. This is completed by selecting the font from a pre-determined drop-down list.
Once the desired fonts are selected, click Save.
Customizing your Partner Portal’s logo and design scheme to match your branding not enough for you? Well good news, PartnerPortal.io also allows you to create custom domain names for your Portal to ensure that no one ever confuses your Portal with someone else’s.
First, you will want to go to your “Settings” near the bottom of the Sidebar. In the top right-hand corner, you will find the Company Info section where you can customize your custom domain, subdomain, and company domain.
Select a Subdomain:
The first option is to run your partner portal as a subdomain, this means if the company name is Hello, and this is what is entered into the subdomain section inside Company Info, then to access your partner portal your partners would go to hello.partnerportal.com. Should a fully branded domain name be preferred, in the Custom Domain box a custom domain may be entered. Such as partner.hello.com, this is to give more control over the partner program and have a fully branded and custom domain.
Please note that when opting in to use a custom domain, be sure to enter the fully qualified URL that you intend to use (e.g. partners.company-name.com).
Editing Deal Types
What is a type? A type is the type of product or service that is sold by the company running the partner program. In the example below, the company is a web design firm that sells the development of E-Commerce stores on Shopify, BigCommerce and more. These types can be changed to meet the business type. Select the pencil in the top right-hand corner of this Company Info section and edit the content in the Types Boxes. More boxes can be added or subtracted based on the needs of the partner program.
Once the desired types are met, click save. The types you selected will be displayed when a partner is registering a deal/lead.