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