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5.3 Manage Affiliate Roles

  • Configure roles and permissions for external users from the company, like affiliates/IBs. This allows you to control what data and actions are accessible to each partner based on their role in your affiliate program, ensuring secure and appropriate platform use.

Create a Role
  •  Navigate by the left Sidebar Menu and click on the Organization > Affiliate Roles
  •  The Affiliate Role section must to be managed by a Manage Affiliate User or SuperUser
  •  Select the Add Role button at the top right corner. A popup window will appear
  •  Complete the Role Name, User Type and Description of the role.
  •  Check the left column the Roles to enable and review the right column (checking or not each box) the Permissions granted for the role
    •  Select a pre-existing role and build on it to create the new role and set permissions

 

  •  Once all changes have been made, click on Save
Modify a Role
  •  Navigate by the left Sidebar Menu and click on the Organization > Affiliate Roles
  •  To Delete a Role, choose an employee and click on the rightmost of the row the trashcan icon to edit the profile.
  •  To Edit a Role, choose an employee and click on the rightmost of the row the Pencil icon to edit the profile.
    •  Once inside the Role Panel, you can assign or modify the Roles and Permissions.
    •  Click the Save button to apply the changes