{"id":20792,"date":"2025-11-11T12:27:31","date_gmt":"2025-11-11T17:27:31","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=20792"},"modified":"2026-04-01T12:31:13","modified_gmt":"2026-04-01T17:31:13","slug":"using-the-partner-portal","status":"publish","type":"post","link":"https:\/\/upstreamreporting.app\/support\/?p=20792","title":{"rendered":"Using the Partner Portal"},"content":{"rendered":"\n<p>The <strong>Partner Portal<\/strong> is your all-in-one dashboard for managing referrals, <a href=\"https:\/\/upstreamreporting.app\/support\/?p=18857\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=18857\">tracking commissions<\/a>, and getting paid. Whether you\u2019re a referral partner, affiliate, or reseller, this portal gives you complete visibility into your performance and earnings \u2014 all powered by <strong>Stripe Connect<\/strong> for secure payouts.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Access the Partner Portal<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Login to your Upstream+ account.<\/li>\n\n\n\n<li>If available, select <strong>Upstream+ HQ<\/strong> as the organization<\/li>\n\n\n\n<li>From the main navigation, click <strong>Partner Portal<\/strong> at the top.<\/li>\n<\/ol>\n\n\n\n<p>From the Partner Portal dashboard, you have access to the number of active users who have signed-up, the dollar value of the sales your referral link has generated, your commission rate, and the total about of un-withdrawn funds.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"442\" src=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/upstreamPlus-Partner-Portal-1024x442.png\" alt=\"\" class=\"wp-image-21098\" srcset=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/upstreamPlus-Partner-Portal-1024x442.png 1024w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/upstreamPlus-Partner-Portal-300x129.png 300w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/upstreamPlus-Partner-Portal-768x331.png 768w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/upstreamPlus-Partner-Portal-1536x663.png 1536w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/upstreamPlus-Partner-Portal-954x412.png 954w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/upstreamPlus-Partner-Portal-980x423.png 980w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/upstreamPlus-Partner-Portal.png 1708w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Get Your Referral Link<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once inside the Partner Portal, click <strong>Generate Referral Link<\/strong>.<\/li>\n\n\n\n<li>You can create unique links for different campaigns, prospects, or use cases.<\/li>\n\n\n\n<li>Copy your link and share it anywhere \u2014 by email, in meetings, or on social media.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"341\" src=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/partner-portal-link-modal-1024x341.png\" alt=\"\" class=\"wp-image-21099\" srcset=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/partner-portal-link-modal-1024x341.png 1024w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/partner-portal-link-modal-300x100.png 300w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/partner-portal-link-modal-768x256.png 768w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/partner-portal-link-modal-1536x511.png 1536w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/partner-portal-link-modal-954x317.png 954w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/partner-portal-link-modal-980x326.png 980w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/partner-portal-link-modal.png 1707w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Every time someone signs up for Upstream+ using your link, the system automatically tracks that referral and attributes it to your account.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Withdraw Your Earnings<\/h2>\n\n\n\n<p>When your available balance meets the <a href=\"https:\/\/upstreamreporting.app\/support\/?p=18857\" data-type=\"link\" data-id=\"https:\/\/securedb.io\/kb\/?p=18857\">withdrawal threshold<\/a>:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click <strong>Withdraw Commission<\/strong>.<\/li>\n\n\n\n<li>Choose how much you would like to withdraw<\/li>\n\n\n\n<li>Click <strong>Withdraw<\/strong><\/li>\n\n\n\n<li>If you have not already setup Stripe Connect to your Bank Account, you will be prompted to do so.<\/li>\n\n\n\n<li>Confirm the amount and submit your withdrawal request.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"394\" src=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/withdraw-funds-upstreamPlus-1024x394.png\" alt=\"\" class=\"wp-image-21100\" srcset=\"https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/withdraw-funds-upstreamPlus-1024x394.png 1024w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/withdraw-funds-upstreamPlus-300x115.png 300w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/withdraw-funds-upstreamPlus-768x295.png 768w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/withdraw-funds-upstreamPlus-954x367.png 954w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/withdraw-funds-upstreamPlus-980x377.png 980w, https:\/\/upstreamreporting.app\/support\/wp-content\/uploads\/withdraw-funds-upstreamPlus.png 1352w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Stripe typically processes payments within 2\u20133 business days, depending on your bank.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Monitor Your Partner Performance<\/h2>\n\n\n\n<p>Use the portal\u2019s analytics to track:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Top-performing referral sources<\/li>\n\n\n\n<li>Conversion rates<\/li>\n\n\n\n<li>Cumulative and monthly commission summaries<\/li>\n<\/ul>\n\n\n\n<p>This helps you optimize your outreach and grow your earnings faster.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Summary<\/h2>\n\n\n\n<p>The Partner Portal makes it easy to manage your Upstream+ partnership \u2014 from generating referral links to tracking conversions and receiving payouts. It\u2019s transparent, automatic, and designed to reward your referrals as your network grows.<\/p>\n\r\n\t\t\t<div id=\"daexthefu-container\"\r\n\t\t\t\tclass=\"daexthefu-container daexthefu-layout-stacked daexthefu-alignment-center\"\r\n\t\t\t\tdata-post-id=\"20792\">\r\n\r\n\t\t\t\t<div class=\"daexthefu-feedback\">\r\n\t\t\t\t\t<div class=\"daexthefu-text\">\r\n\t\t\t\t\t\t<h3 class=\"daexthefu-title\">Was this article helpful?<\/h3>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t\t<div class=\"daexthefu-buttons-container\">\r\n\t\t\t\t\t\t<div class=\"daexthefu-buttons\">\r\n\t\t\t\t\t\t\t\r\n\t\t\t<div class=\"daexthefu-yes daexthefu-button daexthefu-button-type-icon\" data-value=\"1\">\r\n\t\t\t\t\r\n                <svg>\r\n                    <defs>\r\n                        <style>.thumb-up-cls-1{fill:#c9c9c9;}.thumb-up-cls-2{fill:#e1e1e1;}.thumb-up-cls-3{fill:#676767;}<\/style>\r\n                    <\/defs>\r\n                    <g id=\"thumb_up\">\r\n                        <path class=\"thumb-up-cls-2 daexthefu-icon-circle\" d=\"m24,3c11.58,0,21,9.42,21,21s-9.42,21-21,21S3,35.58,3,24,12.42,3,24,3m0-1C11.85,2,2,11.85,2,24s9.85,22,22,22,22-9.85,22-22S36.15,2,24,2h0Z\" \/>\r\n                        <g>\r\n                            <rect class=\"thumb-up-cls-3 daexthefu-icon-secondary-color\" x=\"10\" y=\"20\" width=\"6\" height=\"15\" rx=\"1.5\" ry=\"1.5\" \/>\r\n                            <path class=\"thumb-up-cls-1 daexthefu-icon-primary-color\" d=\"m30.57,9.06l-.49-.1c-.81-.17-1.61.35-1.78,1.16l-5.3,11.74c-.17.81,3.16,1.61,3.97,1.78l1.96.41c.81.17,1.61-.35,1.78-1.16l2.18-10.27c.34-1.61-.7-3.21-2.31-3.56Z\" \/>\r\n                            <path class=\"thumb-up-cls-1 daexthefu-icon-primary-color\" d=\"m38.17,20h-18.67c-.83,0-1.5.67-1.5,1.5v12c0,.83.67,1.5,1.5,1.5h16.27c.71,0,1.33-.5,1.47-1.21l2.4-12c.19-.93-.53-1.8-1.47-1.8Z\" \/>\r\n                        <\/g>\r\n                    <\/g>\r\n                <\/svg>\t\t\t<\/div>\r\n\r\n\t\t\t\t\t\t\t\t\t\t\r\n\t\t\t<div class=\"daexthefu-no daexthefu-button daexthefu-button-type-icon\" data-value=\"0\">\r\n\t\t\t\t\r\n                <svg>\r\n                    <defs>\r\n                        <style>.thumb-down-cls-1{fill:#c9c9c9;}.thumb-down-cls-2{fill:#e1e1e1;}.thumb-down-cls-3{fill:#676767;}<\/style>\r\n                    <\/defs>\r\n                    <g id=\"thumb_down\">\r\n                        <path class=\"thumb-down-cls-2 daexthefu-icon-circle\" d=\"m24,3c11.58,0,21,9.42,21,21s-9.42,21-21,21S3,35.58,3,24,12.42,3,24,3m0-1C11.85,2,2,11.85,2,24s9.85,22,22,22,22-9.85,22-22S36.15,2,24,2h0Z\" \/>\r\n                        <g>\r\n                            <rect class=\"thumb-down-cls-3 daexthefu-icon-secondary-color\" x=\"10\" y=\"13\" width=\"6\" height=\"15\" rx=\"1.5\" ry=\"1.5\" \/>\r\n                            <path class=\"thumb-down-cls-1 daexthefu-icon-primary-color\" d=\"m30.57,38.94l-.49.1c-.81.17-1.61-.35-1.78-1.16l-5.3-11.74c-.17-.81,3.16-1.61,3.97-1.78l1.96-.41c.81-.17,1.61.35,1.78,1.16l2.18,10.27c.34,1.61-.7,3.21-2.31,3.56Z\" \/>\r\n                            <path class=\"thumb-down-cls-1 daexthefu-icon-primary-color\" d=\"m38.17,28h-18.67c-.83,0-1.5-.67-1.5-1.5v-12c0-.83.67-1.5,1.5-1.5h16.27c.71,0,1.33.5,1.47,1.21l2.4,12c.19.93-.53,1.8-1.47,1.8Z\" \/>\r\n                        <\/g>\r\n                    <\/g>\r\n                <\/svg>\t\t\t<\/div>\r\n\r\n\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\r\n\t\t\t\t<div class=\"daexthefu-comment\">\r\n\t\t\t\t\t<div class=\"daexthefu-comment-top-container\">\r\n\t\t\t\t\t\t<label id=\"daexthefu-comment-label\" class=\"daexthefu-comment-label\"><\/label>\r\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"daexthefu-comment-character-counter-container\">\r\n\t\t\t\t\t\t\t\t<div id=\"daexthefu-comment-character-counter-number\"\r\n\t\t\t\t\t\t\t\t\tclass=\"daexthefu-comment-character-counter-number\"><\/div>\r\n\t\t\t\t\t\t\t\t<div class=\"daexthefu-comment-character-counter-text\"><\/div>\r\n\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t<textarea id=\"daexthefu-comment-textarea\" class=\"daexthefu-comment-textarea\"\r\n\t\t\t\t\t\t\t\tplaceholder=\"Is there anything else you&#039;d like to share?\"\r\n\t\t\t\t\t\t\t\tmaxlength=\"\r\n\t\t\t\t\t\t\t\t400\t\t\t\t\t\t\t\t\t\"><\/textarea>\r\n\t\t\t\t\t<div class=\"daexthefu-comment-buttons-container\">\r\n\t\t\t\t\t\t<button class=\"daexthefu-comment-submit daexthefu-button\">Send feedback<\/button>\r\n\t\t\t\t\t\t<button class=\"daexthefu-comment-cancel daexthefu-button\">Cancel<\/button>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\r\n\t\t\t\t<div class=\"daexthefu-successful-submission-text\">Thanks for your feedback!<\/div>\r\n\r\n\t\t\t<\/div>\r\n\r\n\t\t\t","protected":false},"excerpt":{"rendered":"<p>The Partner Portal is your all-in-one dashboard for managing referrals, tracking commissions, and getting paid. Whether you\u2019re a referral partner, affiliate, or reseller, this portal gives you complete visibility into [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":20796,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[68],"tags":[],"class_list":["post-20792","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-partners"],"wps_subtitle":"Get complete visibility into your performance and earnings .","_links":{"self":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/20792","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=20792"}],"version-history":[{"count":2,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/20792\/revisions"}],"predecessor-version":[{"id":21102,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/posts\/20792\/revisions\/21102"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=\/wp\/v2\/media\/20796"}],"wp:attachment":[{"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=20792"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=20792"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/upstreamreporting.app\/support\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=20792"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}