---
title: 5.3 Manage Affiliate Roles
description: 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.
---

[Skip to content](https://support.track360.io/knowledge-base/5.3-manage-affiliate-roles#main-content)

<https://support.track360.io/knowledge-base/kb-tickets/new?hsLang=en> [Customer Portal](https://support.track360.io/customer-portal?hsLang=en)

![Track360 High-Res Logo (no backround)-1](https://support.track360.io/hs-fs/hubfs/Track360%20High-Res%20Logo%20(no%20backround)-1.png?width=200&height=35&name=Track360%20High-Res%20Logo%20(no%20backround)-1.png)

Open main navigation

Close main navigation

- <https://support.track360.io/knowledge-base/kb-tickets/new>
- [Customer Portal](https://support.track360.io/customer-portal)
- [Contact us](https://support.track360.io/customer-portal/new)

[Contact us](https://support.track360.io/customer-portal/new?hsLang=en)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Track360 - Platform Guide](https://support.track360.io/knowledge-base?hsLang=en)
2. [SECTION 5: SETTINGS](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en)
3. [Organization Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#organization-settings-introduction)

# 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.

<https://track360.gitbook.io/track360/section-5-settings/editor/5.3-manage-affiliate-roles#create-a-role>

**Create a Role**

- Navigate by the **left Sidebar Menu** and click on the **Organization \> Affiliate Roles**

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXdu3jGMbK1JQR4DKorAOlgUe3ZLFBZcVOHZIwGJb9o5j3eUwncTUfOUEec9v8LS0DaBLoTLmbyp2mQqe8Fsb-v_9wOa80m-5-582XEa7WDrzg3ZOnbNqkONz2mStI1dfWE6BHiT%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=50915fcd&sv=2)

- 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

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXetnpjjcPqW0QtgFvpnhVJYNNQBep8jS2greMmsOYX1oo60GkCkFDdR75RLxHKjQjNqBb6FwC21MtTAmhIZUuV3yUfJGu1o48lUn2LjetjL9BljVM9lNJXvx1Ff48HKd4uHnC6eQQ%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=64abb2d5&sv=2)

- 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

 

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXd23S90K4xyDigF-tyIaf4IQ8UnfT-C7tAv4HC0KgUwSfWM1yGBV_icMcVryUg5pMqaO9kSRE5f-dSBBEU-_8Ty_eLOhT5yqQ4Yds1V4faKxmZ36b6PHXjkiVM3GZT67UtPX5M0%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=ec43f181&sv=2)

- Once all changes have been made, click on **Save**

<https://track360.gitbook.io/track360/section-5-settings/editor/5.3-manage-affiliate-roles#modify-a-role>

**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

![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXft07g6P6uBvwi_hBDyCtMqrO7PQkR-mfhCQGu2qYBbTmJ58r_knMzkg6DxtcjxHSTsIiFD-4m1DmEj1svddub4N1BJfaJh28d3iYfk5BcTrCwOAnGgaI_QI0mstDBz17SQlO6Lfw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=3aefe1a7&sv=2)

- [SECTION 1: GETTING STARTED WITH TRACK360](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#main-content)

    - [What is Track360?](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#what-is-track360)
- [SECTION 2: PARTNER MANAGEMENT](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#main-content)

    - [Affiliate Management Introduction](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#affiliate-management-introduction)
- [SECTION 3: SETTING UP DEALS](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#main-content)

    - [Deals Introduction](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#deals-introduction)
- [SECTION 4: REPORTS & ANALYTICS](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#main-content)

    - [Reports Introduction](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#reports-introduction)
- [SECTION 5: SETTINGS](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#main-content)

    - [Organization Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#organization-settings-introduction)
    - [Brand Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#brand-introduction)
    - [Configuration Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#configuration-settings-introduction)
    - [Advertising & Product Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#advertising-product-introduction)
    - [Translation Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#translation-introduction)
    - [DNS Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#dns-introduction)
- [SECTION 6: MARKETING TOOLS](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#main-content)

    - [Marketing Tools Introduction](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#marketing-tools-introduction)
- [SECTION 7: COMPLIANCE](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#main-content)

    - [Compliance Introduction](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#compliance-introduction)
- [SECTION 8: EMAILS & EVENTS MANAGEMENT](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#main-content)

    - [Email Communication Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#email-communication-introduction)
    - [Event Notifications Management Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#event-notifications-management-introduction)
- [SECTION 9: FINANCE & PAYOUTS](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#main-content)

    - [Finance Introduction](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#finance-introduction)
- [SECTION 10: INTEGRATIONS](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#main-content)

    - [Integrations Introduction](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#integrations-introduction)

[![Track360 High-Res Logo (no backround)](https://support.track360.io/hs-fs/hubfs/Track360%20High-Res%20Logo%20(no%20backround).png?width=150&height=26&name=Track360%20High-Res%20Logo%20(no%20backround).png "Track360 High-Res Logo (no backround)")](http://Track360.io)

Copyright © 2025, Track360