> For the complete documentation index, see [llms.txt](https://track360.gitbook.io/track360/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://track360.gitbook.io/track360/section-2-partner-management/editor/2.4-manage-existing-affiliate-ibs.md).

# 2.4 Manage Existing Affiliate/IBs

### Login as an Affiliate/IB

* **Login as an Affiliate/IB** allows you to access the platform from the affiliate’s perspective to review their permissions, visibility, and overall user experience.
* 2 procedures to achieve it, on the Affiliate Managment by the Actions Menu on the rightmost side or by the Affiliate Details Page
* *1st option,* Navigate into the **Affiliate Management** 
  * Click on the **Actions Menu** of the desired Affiliate/IB on the rightmost side of the row 
  * Select the option, **log in as {Affiliate/IB name}**

<figure><img src="/files/biCy7e6REY1BFsnpeADU" alt=""><figcaption></figcaption></figure>

* *2nd option,* Navigate into the **Affiliate Management**&#x20;
  * Click on the Affilaite Id or the icon in the leftside of it
  * In addition, you can also use the upper search bar anytime to directly open the desired **Affilaite/IB details Page**
  * Click on the upper right icon to login as the affiliate&#x20;

<figure><img src="/files/d8J56J2uaP9ASr5T72EM" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/rGOyDExsGk8wrp5d8gdS" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
For more details of the Affiliate Dashboard go into section [1.3 Navigate into Affiliate/IB's Dashboard](/track360/section-1-getting-started-with-track360/quickstart/1.3-navigate-into-affiliate-ibs-dashboard.md)
{% endhint %}

### Edit or Suspend Affiliate Profile

* Go to **Affiliate Management**&#x20;
* Click on the Actions Menu of the desired Affiliate/IB on the rightmost side of the row&#x20;

<figure><img src="/files/tdWn5JQrtgTB556xlTDR" alt=""><figcaption></figcaption></figure>

* Check the corresponding rows either to Suspend or Terminate the Affiliate/IB
  * **Suspend Affiliate**: temporarily disabled to participate in the program. This may be necessary due to policy violations, suspicious activity, or inactivity
  * **Terminate Affiliate**: permanently delete an affiliate from the platform along with all associated information
  * **Hold Affiliate Payment**: for temporary holding payment

<figure><img src="/files/fuNVcRDNY1b3Ls3wWGcg" alt=""><figcaption></figcaption></figure>

* Check the corresponding rows either to Login / Logout as the desired Affiliate/IB&#x20;
  * **Log-in option** (up) lets you access the platform using the affiliate's credentials. Check his overview panel. Also, this function is useful for testing role and permissions of the selected affiliate/IB and the data and features available for their visualization.&#x20;
  * **Log-out all sessions option** (down) can be used to force the log out of the affiliates account and return to your profile.

<figure><img src="/files/kS7VNTEyOQIGGLhfE4wi" alt=""><figcaption></figcaption></figure>

* In addition, there are some other actions:
  * **Checkbox**: To select specific affiliates
  * **Send Email**: Send a template email to the affiliate
  * **Write a Note**: Write notes on each affiliate and choose who can view the notes that you wrote. Also, you can create reminders by using the note option
  * **Add to Group**: To assign a group to the selected affiliates/IBs. With the possiblity to create a new specific group if it is needed. &#x20;
  *

<figure><img src="/files/xX0WW0Ev0rnS18SM6PM3" alt=""><figcaption></figcaption></figure>

### Reassign to a different Master Affiliate

* Go to **Affiliate Management**&#x20;
* Click on the desired affiliate
* Select the Settings tab
* Change the **Master Affiliate** box. This is very important to determine in order to later be able to create commission structures for a Master Affiliate depending on their sub-affiliates performance or divide a Master Affiliate commission with their subordinate “team”.&#x20;
* Then click on **Save** to save changes.&#x20;

<figure><img src="/files/njjezLg956MamiRyAbit" alt=""><figcaption></figcaption></figure>

### Customize Affiliate Management Table

* Go to **Affiliate Management**&#x20;
* Use the top bar to
  * **Search Affiliate** bar to quickly look into an Affiliate/IB by ID, Name or Email&#x20;
  * **Period Range** to select the period for which to display data (e.g., This month +1)
  * **Export to XLSX** to export the current view of affiliate data to an Excel file
  * **Columns Button** to customize fields to be displayed
  * **Create New Affiliate Button**: Press button in order to add a new affiliate
  * **Filter Button** to display conditions to filter the search

<figure><img src="/files/tyq0zY8eODEOh3enORnF" alt=""><figcaption></figcaption></figure>

* On the upper section click on **Columns** button to fields to be displayed:
  * Switch on the Advanced Columns to see more available fields&#x20;
  * Check/Uncheck each fields to select fields to display
  * Use Reset To Default button to go back to the default selected fields
  * Use the right side to reorder the selected columns by dragging the options

<figure><img src="/files/rmzxtolmVcKGxQv8RjQL" alt=""><figcaption></figcaption></figure>

* At top, usining the **Filter Button** there are several filters to refine your search for filtering specific affiliates quickly and efficiently
  * **Select Business Unit**: filter your search by choosing a specific business unit you want data from
  * **Search Employee**: Search for affiliates associated with a specific employee
  * **Affiliate Group**: Filter by a specific affiliates group&#x20;
  * **Affiliate Tags**: Filter your affiliates by their specific tags
  * **Master Affiliate**: Filter by a specific Master affiliate
  * **Assignment Date Range**: Select a date range to filter affiliates by their assignment period
  * **Registration Date From/To**: Filter by registration date to fetch data on a specific date range
  * **Activity Date From/To**: Filter by activity date range to fetch data from specific dates that activity has started for an affiliate
  * **Filter by Period Of**: Filter results by a specific period range (e.g., Weeks).
  * **GEO**: choose a specific geographical location to filter
  * All Affiliates: Select a specific group (e.g., "My Favorites") to display grouped affiliates.
  * **Partner Type**: Filter your search by type of partner
  * **Deal Group**: Filter by a specific deal group (CPI, CPA, CPL etc.)
  * **Application Status**: Filter by the application status of the affiliate (e.g., Approved, Rejected, Missing documents)
  * **Select Payment Status**: Filter by payment status the affiliate is on (e.g., On hold, Executed).
  * **Select Account Status**: Filter by the account status (e.g., PendingApproval, CannotLogin, Suspended).
  * **Affiliate Status**: Select an affiliate status based on your needs (e.g. NewAffiliate, ActiveAffiliate, InactiveAffiliate).
  * **On Hold Status**: Select filter in case the search includes on hold status affiliates or not (e.g., Yes, No).
* After searching and selecting filters, you are able to:
  * **Clear** action, to reset the filter selected
  * **Apply Filters** to review results by the selected filters

<figure><img src="/files/yBM9AFEkcK0uFQMXe05a" alt=""><figcaption></figcaption></figure>

* By selecting the desired affiliates with the box on the leftmost side of each line, you will be able to **Search actions**

  * **Group Affiliates Button**: You can group affiliates by checking each rock and then click on the button. Also, if you want to manage them by group you can select each here
  * **Set Affiliate Manager Button**: You can assign a manager to selected affiliates

  <figure><img src="/files/p4jS8kf2uS6MGf6DAFHU" alt=""><figcaption></figcaption></figure>


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