2.2 Create an Affiliate/IB
New Affiliate created by an Affiliate Manager
Log in to your Track360 account
Navigate into Affiliate Management > Manage
Click on Create New Affiliate
Enter basic affiliate/IB details:
Affiliate Username: always use the IBs/affiliate's email as a username
Password, create a password and personally save it to later share it with the affiliate/IB
If the username is not an email (or invalid email) you won't be able to use all the email's functionalities later with this affiliate/IB (like resetting password, welcome emails, template emails, etc).
The affiliate’s Manager Affiliate will be assigned to the user which created the New Affiliate. To change the assigned Manager Affiliate follow up the step by step in section 2.6, Settings tab
The account will be created with the default status settled by the SuperUser in the Brands section (see more in section 5, under Brand specifications). The Affiliate status must be changed as Active in order to use the platform
New Affiliate self-registration
Go to the Track360 platform login page or the link provided yourdomain.track360.io and select the Sign Up for a New Account button
Enter required account details:
Choose between Person or Company as affiliate, depending on whether you are an affiliate company or an individual affiliate
Fill in required details (name, email, etc.) and click Next
Provide additional details:
Select Partnership Type (set by your admin configuration).
Describe the method of promotion
Read and accept Terms of Service
Submit and create account
The system might ask for uploading additional documentation (if it is needed by the company requirement)
After submitting, the account is created with the default status (settled on the Brand section). It is necessary to set status as Active by an Affiliate/IB Manager
Once your account is active, return to the login page and sign in with your credential
The affiliate’s Manager Affiliate will be assigned to the default configured. To change the default Manager Affiliate follow up the step by step in section 5, Affiliate Default Settings
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