Everything about you and your company now lives on one page. The old Account Settings dropdown and the Company Info item have become a single Settings item, with a short menu inside it.
This article is for agency and tech partner admins. Section 5 is for tech partners only. Section 6 is for agencies.
1. Where Settings Is Now
Click Settings in the left sidebar. Clicking your name card at the bottom of the sidebar opens it too.
Inside, a menu on the left has two groups:
YOU: Profile and Sign-in. These are about you, whichever company you belong to.
Your company's name: Company profile, Team, Plan & billing, Integrations and Legal.
Where did it go?
If you used to open… | It's now… |
Company Info | Settings › Company profile |
Account Settings › Users | Settings › Team |
Account Settings › Subscription | Settings › Plan & billing |
Account Settings › Integrations | Settings › Integrations |
Account Settings › Lead destinations (tech partners) | Settings › Integrations |
Old bookmarks and links still work. They take you to the matching section.
2. Your Own Settings
Profile
Profile is headed How you appear to your team and partners. It holds your first and last name, Your role at your company, Headline, Short bio and LinkedIn. Click Save profile when you're done.
Your headline and bio now live here, not in Company profile.
Your email is shown but can't be edited here. To change it, email [email protected].
Sign-in
Sign-in shows the email you sign in with. To change your password, click Email me a reset link. The link goes to that address.
3. Your Company's Settings
Company profile
This is your old Company Info page, with the same fields: your description, ecosystems, services, links, testimonials and featured examples. Click Save Changes after editing.
It also has a Legal details card: Used on partner agreements you publish or sign. Enter your Legal name and Registered address, then click Save legal details. Only admins see this card.
Team
Team lists your company's users, with their role and status. Use Invite a User or Copy invite link to add people. For permissions and invites, see Creating Company User Accounts and Setting User Permissions When Inviting a New User.
Plan & billing
Admins see the company's plan and can change it here. Agencies can read how the Free Plan and Growth work in Your Plan: What Free Includes and When to Upgrade to Growth.
Integrations
Agencies: the PartnerStack API Key field, with Save and Sync, plus a Latest Sync Summary. Setup steps are in Setting Up Your PartnerStack Integration. Under Upcoming Integrations you can add an integration to your watchlist, and the ones you add appear under Integrations you are watching.
Tech partners: see Section 5 below for what's here.
Legal
Legal shows the version of the Terms of Service you agreed to and the date, with links to the Terms of Service and Privacy Policy. To close your company's account, email [email protected].
4. If You're a Teammate
Not everyone at a company can change everything. If you don't have the permission for a section, its entry in the Settings menu shows a small view badge, and you can look but not edit. Your company admin controls permissions.
Section | What you'll see |
Plan & billing | A single line in the form [Your company] is on the Growth plan. [Admin name] manages billing. |
Integrations (agencies) | The PartnerStack key can't be changed unless you have Manage integrations set to View & Edit. You'll see Ask [admin name] to change the PartnerStack key. It needs Manage integrations. |
Integrations (tech partners) | [Admin name] sets up lead destinations and Zapier for [your company]. |
Company profile | No Legal details card. It's for admins. |
Profile, Sign-in and Legal work the same for everyone.
5. Tech Partners Only: Your Integrations and Program Settings
This section is for tech partner admins.
Integrations
Your Integrations section has:
Lead destinations, where you send your partners' leads to your CRM through a Zapier Catch Hook or a Make Custom Webhook.
Shopify Partner API, for bringing in installs, uninstalls and sales from your Shopify Partner account. This is covered in a separate article, Connecting Your Shopify Partner Account.
Zapier (inbound CRM): Send records from your CRM into Partner Partner with a Zap. Click Set up Zapier.
A program's Settings tab
Go to Programs, open a program and click its Settings tab. The heading is Settings for this program, with four rows.
Claim terms
Until they're set, it reads Not set yet. Claims can be recorded once they are. Click Set claim terms and fill in three things:
Claims count from: a start date.
Claim term (months): how long the term lasts.
The term starts at: choose The install date or The date the claim is recorded.
The save button stays disabled, reading Fill in all three, until all three are filled. Click Save claim terms. Once saved, the row reads like Claims count from Oct 1, 2026 · a 24-month term from the install date. and the button becomes Edit claim terms. The terms apply to every claim recorded for your programs. If you run more than one program with claim rates, give them the same terms.
The terms lock once a claim is recorded. The row then adds: Locked: claims have been recorded under these terms. Email [email protected] if they need to change. The edit button is hidden from then on.
Partner agreement
It reads None. Partners join without signing. when no agreement is set. Click Open the Agreement tab to go there.
Who can join
Any agency can find and join this program. To change that, email [email protected].
Win-backs
By default it's off: a store that installed before the agency's email counts as an existing customer.
To turn it on, enter a number of days in Count stores that left at least [ ] days before the agency's email as new referrals and click Save. Then a store that left your app at least that many days before the agency's email counts as a new referral, not an existing customer. Leave it blank for never. Agencies see this setting on your profile.
6. Agencies Only: Seeing a Partner's Win-backs Setting
Open a tech partner's profile and look under Your rates. You'll see one of two lines:
Win-backs: off. A store that installed before your email counts as an existing customer.
Win-backs: a store that left at least N days before your email counts as a new referral. N is the number of days the partner set.
It's read-only. Only the tech partner can change it.
Related: Your Plan: What Free Includes and When to Upgrade to Growth · Creating Company User Accounts · Setting Up Your PartnerStack Integration · Connecting Your Shopify Partner Account (not yet published)