2.4 Manage Existing Affiliate/IBs
Edit or Suspend Affiliate Profile
Go to Affiliate Management > Manage
Click on the desired Affiliate/IB or use the arrow on the top right corner of the row
Check the corresponding box either 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
On the right side, options to Login / Logout as the desired Affiliate/IB
Login 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.
Logout option (down) can be used to force the log out of the affiliates account and return to your profile.
Reassign to a different Master Affiliate
Go to Affiliate Management > Manager
Click on the desired affiliate (or ˅ icon).
Click on Open Affiliate Page
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”.
The changes will be automatically saved displaying a successful message. Refresh the page to see your changes.
Go to Affiliate Management > Manager
On the upper section there are several filters to refine your search. Apply to predefined or custom filters to locate specific affiliates quickly and efficiently
Select Business Unit: filter your search by choosing a specific business unit you want data from
GEO: choose a specific geographical location to filter
All Affiliates: Select a specific group (e.g., "My Favorites") to display grouped affiliates.
Assignment Date Range: Select a date range to filter affiliates by their assignment period.
Partner Type: Filter your search by type of partner.
Reminder: Filter by reminder status (e.g., Has Overdue).
Deal Group: Filter by a specific deal group (CPI, CPA, CPL etc.)
Affiliate Status: Select an affiliate status based on your needs (e.g.,NewAffiliate, ActiveAffiliate, InactiveAffiliate).
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).
On Hold Status: Select filter in case the search includes on hold status affiliates or not (e.g., Yes, No).
Search Employee: Search for affiliates associated with a specific employee.
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
After searching and selecting filters, you will be provided with a Reset Filters button, that you can press to reset all filters back to default
Below the Filter Section, you will find the Search actions
Search Affiliate: Search bar to efficiently find a specific affiliate.
Filter by Tag: Filter your affiliates by their specific tags.
Filter by Period Of: Filter results by a specific period range (e.g., Weeks).
Period Range: Select the period for which to display data (e.g., This month +1).
Columns Button: You can customize the available columns in the results table by adding, removing, or reordering them based on your needs.
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.
Create New Affiliate Button: Press button in order to add a new affiliate.
Export to XLSX Button: Export the current view of affiliate data to an Excel file.
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