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Partners are the supply side of your lead business — the vendors, affiliates, and resellers who send you leads or receive distribution-stage overflow from you. Creating a partner in Juiced links an external business to a set of sources and/or distribution stages, gives their team portal access, and gates which leads they’re eligible for. This guide walks through the full onboarding flow. For the conceptual model — how partners differ from sources, what the partner portal looks like — see the Partners feature page. For the distribution-side setup, see Configuring distribution stages.

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Prerequisites

  • Admin role access to your tenant.
  • The Distribution Stages feature flag enabled on your tenant. The Partners menu item is hidden otherwise — contact Juiced support if you need it turned on.
  • At least one source already created (you’ll attach it to the partner in Step 3).
  • The partner’s business name, the email addresses of the people who’ll log in, and a sense of which leads you want them eligible for.

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Step 1: Create the partner

Click Partners in the left sidebar (handshake icon). The list page shows every partner you’ve created, with Leads, Ping, and Post columns summarizing their configuration status. Click Create in the top-right. The form has four fields: Click Create. You land on the partner overview (/manage/<tenant>/partners/<partner>), which has a tab strip at the top: Overview, Lead Eligibility, Sources, Users, Invites.

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Step 2: Assign sources to the partner

Click the Sources tab in the partner sub-nav (/manage/<tenant>/partners/<partner>/sources). If this partner supplies leads into Juiced (typical supply-side partner), you’ll attach their existing source(s) here so the partner portal scopes its lead views to their sources. Click Assign Source in the top-right. A modal opens with a multi-select of every unattached source in your tenant. Pick one or more and click Confirm assignment.
Assignment is retroactive. The confirmation modal warns: “The partner will be able to view all leads from the selected source(s), including leads created before the source was attached.” If you don’t want historical leads exposed, create a brand-new source for this partner and attach only that.
Sources already attached to another partner are filtered out of the dropdown — a source can only belong to one partner at a time. To move a source, unassign it from the current partner first (row action Unassign on the source row).

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Step 3: Define lead eligibility (optional)

If this partner is on the distribution side — i.e., they receive leads via a distribution stage — you’ll want to gate which leads they’re eligible for. Click the Lead Eligibility tab (/manage/<tenant>/partners/<partner>/eligibility). The page is one big conditions repeater. Each condition group is a set of AND-ed rules, and groups are OR-ed together. Within a group, you can filter by: If you leave the repeater empty, the partner is eligible for all leads — no gate. If you add conditions, only leads matching any group pass through to this partner during distribution.
Eligibility is a global gate — it applies across every distribution stage this partner is referenced in. It’s not a replacement for stage-level filtering, which controls the routing logic. Use eligibility for “this partner only handles category X”; use stage conditions for “this stage runs when Y”.
Click Save (or the form’s submit action) to commit.

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Step 4: Invite the partner’s team

Click the Invites tab (/manage/<tenant>/partners/<partner>/invites). The table shows any invite you’ve sent — email, role, and date sent. Click Invite User in the top-right. The modal has two fields: Click Send invite. The invite is recorded and an email is queued via SendInvite. The row appears in the Invites table.
Always invite at least one Partner Admin per partner. Without an admin, the partner team can’t add their own users later — you’ll be their only route to user management.
If the email already belongs to a user in this partner, or already has a pending invite, Juiced warns you instead of creating a duplicate.

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Step 5: Manage invites (resend, revoke)

On the Invites table, each row has two actions:
  • Resend — Re-queues the invite email. Use when the recipient says they didn’t get it (spam, deleted, etc.).
  • Revoke — Deletes the invite. The signup link becomes invalid immediately. Use when you invited the wrong email or the person changed roles.
Invites that have been accepted disappear from the Invites tab and the new user shows up in the Users tab.

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Step 6: Manage active users

Click the Users tab (/manage/<tenant>/partners/<partner>/users) to see everyone who has accepted their invite and has login access to this partner. From here you can:
  • View each user’s email, role, and when they joined.
  • Change a user’s role (Partner Admin ↔ Partner User).
  • Remove a user — detaches them from the partner immediately. Their login stops working for this partner on next request.
Removing a user doesn’t delete their account globally (users can belong to multiple partners) — it only detaches them from this one.

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Step 7: Verify the partner portal

Ask one of the invited Partner Admins to accept their invite and log in. They should land at https://<your-subdomain>.juiced.com/partner (or your custom domain equivalent) with a portal that shows:
  • Dashboard with lead counts and payouts scoped to their assigned sources.
  • Leads — every lead from their assigned sources (respecting the eligibility rules in Step 3).
  • Reports — their revenue share, honoring the “Exclude returned” setting you chose in Step 1.
  • Account — their users, invites, and profile (Partner Admins only).
If something’s missing, the most common causes are: no sources assigned (Step 2), too-restrictive eligibility conditions (Step 3), or the user has the wrong role (Step 4 — Partner User doesn’t see account/user management).

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Step 8: Point distribution stages at the partner (optional)

If you want Juiced to route leads to this partner through your distribution pipeline, add a Partners distribution stage referencing them. See Configuring distribution stages → Partners stages for the full walkthrough. A typical flow: your normal distribution runs (bids, marketplace), any leftover leads fall into a Partners stage that post-exchanges them to partners based on their eligibility rules and any per-partner offer penalty.

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Editing the partner later

Go back to Partners → click the partner → Edit in the top-right. You can change the name, adjust the offer penalty, flip the two toggles. To change eligibility, sources, users, or invites, use their dedicated sub-tabs (Steps 2–6). To archive or delete a partner entirely, bulk-select it in the main Partners list and use the Delete bulk action. Deletion is soft — the record is hidden but historical leads remain associated for reporting. The bulk action is Admin-only.

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What happens next

With the partner set up:
  • Supply-side partners — their sources start flowing leads into your normal pipeline. The partner admins see their leads and payouts in the portal. See Sending leads to Juiced for the source-side API.
  • Distribution-side partners — layer them into Distribution Stages with a Partners stage, and they’ll start receiving eligible leads according to your stage order and any offer penalty.
  • Exchange configuration (advanced) — partners can run a post-exchange where they reply with their bid price in real-time. Configure under the partner’s Exchange Configuration relation manager. Details in the Partners feature page.
  • Return reconciliation — the Show returned status and Exclude returned from payout toggles from Step 1 drive how returns reconcile against partner payouts. Revisit them after a month of operation to see if the defaults match your commercial model.
Partners are a “create, connect, forget” setting — once sources and eligibility are wired, the system runs itself. You’ll come back to the page mostly to invite new users or review payouts.