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The public portal gives your sales reps a secure, password-protected view of their own deals, commissions, and payouts — without needing a dashboard account.

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How it works

Each rep has a unique portal access code. When they visit their portal URL, they are prompted to log in with their portal credentials.

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Features

  • Summary cards — Estimated commission, total revenue, and deals won
  • Earnings history chart — Past 6 months of commission trends
  • Deal breakdown — Per-deal commission details with rates and currency conversion
  • Payout history — All payouts with status tracking
  • Dispute submission — Reps can dispute payouts directly from the portal

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Authentication

Portal authentication is completely isolated from the main dashboard:
  1. Each rep is issued portal credentials (username + password)
  2. On first login, reps are prompted to set a new password
  3. A JWT token is stored in the browser for the session
  4. Sessions persist until the token expires or the user logs out

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Dispute workflow

Reps can dispute any payout in pending or approved status:
  1. Click Dispute on the payout row
  2. Enter the reason (markdown supported)
  3. Submit the dispute
  4. The dispute appears in the admin Dispute Management page
  5. Admins review and resolve with notes
  6. The rep can check the dispute status in their portal

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Setting up

Portal access is configured per-rep in the workspace settings. Generate an access code and share the portal link with your rep along with their initial credentials.