About the Portal
A tour of the Softr Partner Portal: your profile, team, portfolio, projects, leaderboard and requests.
Partner profile
All Softr partner profile settings are managed in the portal under Profile Settings.
Availability for new projects
We understand that you won’t always be available to take on new projects. Your profile includes an Accepting new projects setting that can be set to “Not accepting new projects” to temporarily hide your profile when a customer enables the “Accepting new projects” filter in the partner directory. This also stops matched leads from being routed to you.
An accompanying Auto reopen date setting lets you set a date to automatically reset your profile to “Accepting new projects”, without you having to remember to come back into the portal to flip the switch.
Team members (profile)
When your “Business type” is set to “Agency”, you’ll find a Team section in your profile settings. Here you can list team members on your public partner profile and provide proof of their Softr certification. This section is for profile/directory display only.
To grant team members login access to the Partner Portal (responding to leads, submitting portfolio entries, etc.), use My Team instead.
Credentials
The Credentials area lets you display certifications and awards on your Softr partner profile page. You do not need to include your Softr certification here: all Softr partners must be certified to be published in the directory.
Videos
You can add up to 5 videos to your Softr partner profile.
Long bio format
The Long Bio field requires HTML-formatted text. Plain text and Markdown are no longer rendered correctly on directory listings (most visibly in bullet lists). Enter valid HTML, using <ul><li>…</li></ul> for bullet lists, and save. The directory listing updates within 10–30 seconds. If you don’t write HTML directly, you can convert formatted text with wordtohtml.net.
Service region
The Service region field tells the matching algorithm which regions of the world your team can service. Globally distributed teams can select all regions they actively cover. Geographically concentrated teams should select only regions with enough timezone overlap to deliver responsive service.
My Team
The Partner Portal supports multiple logins per partner account. Use the My Team page in the left navigation to add team members who can log into the portal alongside the main account.
Eligibility: available to all partners regardless of business type. Freelancers are generally treated as one-person businesses, but the option to add team members is still available if needed.
Open My Team
Open the My Team page from the left navigation in the Partner Portal.
Add a member
Click Add Team Member.
Enter details
Enter the team member’s first name, last name and email address, then click Add Member.
They accept the invite
The team member receives an invite automatically and can log in once they accept.
What invited team members can do: respond to leads, submit portfolio entries, register projects, file requests, and access all other Partner Portal features.
What only the main account can do (the main account is the email used to sign up for the partner program):
- Un-publish the partner directory listing.
- Unpublish or delete a portfolio entry submission from the portfolio entry details page.
- Delete a registered project from the project details page.
These are restricted by design, to prevent accidental or unauthorized removal of your profile, entries or projects.
Removing a team member: there is no self-serve removal UI. Send a request via Slack DM to the Partnerships team.
Portfolio
Partners create portfolio entries in the portal to showcase their past Softr work, typically to be displayed publicly on their partner directory profile and the partner solutions directory. Unlike registered projects, portfolio entries do not involve any reporting requirements like project updates or customer feedback surveys.
- Secret entries. The portal supports “secret” portfolio entries that are only visible to the Softr Partners team. These are commonly used when a new partner is applying for the program and needs to show proof of a client project, but the client has not granted permission to share the work publicly.
- Publicly accessible apps. If a portfolio entry is published as a publicly accessible app (anyone can access it without a login), the solutions directory page includes an “Open app” button.
- Demo videos. Adding a demo video is a great way to make your portfolio entry stand out. Follow Softr’s demo video standards.
- Unpublish or delete. The main account can unpublish or delete an entry from the portfolio entry details page.
See How to submit a portfolio entry.
Projects
Partners register Softr projects in the portal to report their Softr work to the Softr Partners team, earn revenue share and earn partner points. Registered projects include reporting requirements for both the partner and their customer.
The My Projects page offers a table view with data export. The main account can delete a registered project from the project details page.
Project updates
While a project is active (no end date, or an end date in the future), the partner is required to submit a project update every month (20 work days). These are simple progress updates to give the Softr Partners team a glimpse into the project.
When a project ends, a final project update is required within 5 work days.
If a monthly update is missed, the system automatically calculates the following month’s due date so the cadence resumes without manual intervention.
Customer feedback surveys
Surveys are sent by the partner from the project details page using the Send survey action, available once the Project end date is set to today or earlier. Each project can hold one customer survey response. The survey link is unique per project, so the response is tied back to your project record.
Full details, including point values, are on Partner Ranking.
Leads
Leads arrive on the portal’s home page under My Leads. See Lead Management and Lead Matching.
Leaderboard
partners.softr.app/leaderboard
The partner leaderboard is only visible to Softr partners. It gives all partners visibility into where they currently rank among all active Softr partners. The ranking is calculated from partner points accumulated over the last 180 days, with the most recent 90 days weighted higher. See Partner Ranking.
Requests
A support area where partners can submit requests directly to the Softr Partners team. Requests are categorized as:
- Technical support
- Sales support
- Product/feature request
- General request
When the Softr Partners team responds, the response is shared within the request details page.
Events
The Events tab redirects to a Luma calendar listing all partner meetings, including the recurring Partner Monthly Meeting, held on the last Friday of each month. Subscribe to the calendar to receive invitations automatically, and accept individual meetings as they are sent.
Commission
The Enterprise commission calculator models commission on Enterprise deals (above $3,228.00). See Revenue Share.