Admin-Only Settings - Revision history

Offeritnick: /* Main Settings */

2018-05-15T18:39:02Z

‎Main Settings

Offeritnick at 17:10, 15 May 2018

2018-05-15T17:10:55Z

Offeritnick: /* Main Settings */

2018-05-15T17:01:35Z

‎Main Settings

Offeritnick at 17:00, 15 May 2018

2018-05-15T17:00:06Z

Offeritnick: /* Affiliate Settings */

2018-05-15T16:41:04Z

‎Affiliate Settings

Offeritnick: /* Main Settings */

2018-05-15T16:40:39Z

‎Main Settings

Offeritnick at 16:37, 15 May 2018

2018-05-15T16:37:13Z

Offeritnick: /* Main Settings */

2018-05-15T16:30:55Z

‎Main Settings

Offeritnick at 03:46, 15 May 2018

2018-05-15T03:46:54Z

OfferitMegan at 16:21, 12 July 2013

2013-07-12T16:21:00Z

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 * '''Account Reviewed''' - Mark an account as reviewed, indicating that all of their credentials are valid.
 * '''[[Offerit Affiliate Documents|Required Docs]]''' - Specifies that any documents that you require have been received.
 * '''Display Network Revenue''' - If allowed affiliate reports will show a Network Revenue column containing the full amount of the event transaction
 * '''[[Offerit Manual Invoice|Manual Invoices]]''' - Enables the Manual Invoice action.
 **For example, when enabled for an affiliate account this will now show for their row in their action drop down menu:<br>[[File:ManualInvoicesAction.png]]
 * '''Approve Payout''' - Allows you to mark that you have manually approved this affiliate to receive payments.  Because all affiliates are approved by default, this has no effect unless you have enabled ''Require Approval Before Payout'' in the Configuration Admin.
 * '''Auto Pending Transactions''' - Marks every transaction that comes in as pending, which must then be approved or denied by an admin.
 == Affiliate Manager Details ==

@@ Line 3: / Line 3: @@
 }}
-The [[Offerit]] Affiliate Admin Settings allow you to customize affiliates beyond the standard settings. Here you can manually mark In-House Accounts, indicate that certain documents have been received, and allow features such as manual invoices.
+== How to Edit Affiliate Settings ==
+The [[Offerit]] "Edit Affiliate Details" page allows you to edit the account information as well as customize affiliates beyond the standard settings. Here you can manually mark In-House Accounts, indicate that certain documents have been received, set trust levels, allow features such as manual invoices, and more. To customize these Affiliate Settings, go to the [[Offerit Affiliates Admin|Affiliates Admin]], locate the [[Ct#Affiliate|affiliate]], and click the "Edit Affiliate Details" action in the drop down menu.
-To customize your Admin-Only Affiliate Settings, go to the [[Offerit Affiliates Admin|Affiliates Admin]], locate the [[Ct#Affiliate|affiliate]], and click the "Edit Affiliate Details" action in the drop down menu.
+<br>
 [[File:EditAffiliateDetailsAction.png]]
 == Main Settings ==
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 Just select the manager you wish to add to the affiliate, and select save changes to apply.  Delete a current manager from this affiliate with the trash can icon.
 == Affiliate Referrals ==

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 * '''[[Offerit Affiliate Documents|Required Docs]]''' - Specifies that any documents that you require have been received.
 * '''Display Network Revenue''' - If allowed affiliate reports will show a Network Revenue column containing the full amount of the event transaction
-* '''[[Offerit Manual Invoice|Manual Invoices]]''' - Enables the Manual Invoice icon.
+* '''[[Offerit Manual Invoice|Manual Invoices]]''' - Enables the Manual Invoice action.
-**For example, this will now show for the affiliate in their action drop down menu:<br>[[File:ManualInvoicesAction.png]]
+**For example, when enabled for an affiliate account this will now show for their row in their action drop down menu:<br>[[File:ManualInvoicesAction.png]]
 * '''Approve Payout''' - Allows you to mark that you have manually approved this affiliate to receive payments.  Because all affiliates are approved by default, this has no effect unless you have enabled ''Require Approval Before Payout'' in the Configuration Admin.
 * '''Auto Pending Transactions''' - Marks every transaction that comes in as pending, which must then be approved or denied by an admin.

@@ Line 5: / Line 5: @@
 The [[Offerit]] Affiliate Admin Settings allow you to customize affiliates beyond the standard settings. Here you can manually mark In-House Accounts, indicate that certain documents have been received, and allow features such as manual invoices.
-To customize your Admin-Only Affiliate Settings, go to the [[Offerit Affiliates Admin|Affiliates Admin]], locate the [[Ct#Affiliate|affiliate]], and click the "Edit Admin-Only Settings" action icon.
+To customize your Admin-Only Affiliate Settings, go to the [[Offerit Affiliates Admin|Affiliates Admin]], locate the [[Ct#Affiliate|affiliate]], and click the "Edit Affiliate Details" action in the drop down menu.
 [[File:EditAffiliateDetailsAction.png]]
-== Affiliate Settings ==
+On the "Edit Affiliate Details" page, you will see you can edit the account information as well as a manage the account's settings. These settings can allow certain actions for [[Ct#Affiliate|affiliates]], set trust levels, mark that documents have been received, and more.
-On the next page, you will see a variety of different settings, broken down into three categories. These settings can allow certain actions for [[Ct#Affiliate|affiliates]], set trust levels, mark that documents have been received, and more.
+== Main Settings ==
 The "Main Settings" section allows you to customize [[Ct#Affiliate|affiliate]] permissions for various activities in [[Offerit]]. They include the following:
@@ Line 26: / Line 24: @@
 * '''Auto Pending Transactions''' - Marks every transaction that comes in as pending, which must then be approved or denied by an admin.
-=== Affiliate Manager Settings ===
+== Affiliate Manager Details ==
-You can also add and remove affiliate managers from the selected affiliate.
+In this section, you can add or remove affiliate managers from the selected affiliate.
-[[File:SetAffManager.png]]
+[[File:AffiliateManagerDetails.png]]
 Just select the manager you wish to add to the affiliate, and select save changes to apply.  Delete a current manager from this affiliate with the trash can icon.
-<!-- === Optional Flags ===
+== Affiliate Referrals ==
-The "Optional Select Settings" section allows you to allow custom permissions for certain settings that you determine. Keep in mind that this does not necessarily change anything in [[Offerit]], and is mainly meant as an internal identifier for the chosen [[Ct#Affiliate|affiliate(s)]].
+In this section, you can add affiliate referrals for the selected affiliate.
-These setting names can be customized with whatever name you wish through the [[Offerit Configuration Admin|Configuration Admin]]. To do so, simply navigate to the [[Offerit Configuration Admin|configuration admin]], go to the "Affiliates" section, and scroll down to the "Custom Flags" sub-section.
+[[File:EditAffiliateReferrals.png]]
-Here, you will see a set of options marked '''ADMIN_RESELLER_SELECTX''', with the numbers 1-5 replacing "X". Here you can set the custom names for your select settings by filling in the appropriate fields. After you have customized your select setting names, click Store Changes. -->
+Just select the referrer you wish to add to the affiliate, and click "Edit Affiliate" at the bottom to apply.  *Once added, you cannot remove a referrer*

@@ Line 22: / Line 22: @@
 * '''Display Network Revenue''' - If allowed affiliate reports will show a Network Revenue column containing the full amount of the event transaction
 * '''[[Offerit Manual Invoice|Manual Invoices]]''' - Enables the Manual Invoice icon.
-**For example, this will now show for the affiliate in their action drop down menu:<br>[[File:ManualInvoicesAction]]
+**For example, this will now show for the affiliate in their action drop down menu:<br>[[File:ManualInvoicesAction.png]]
 * '''Approve Payout''' - Allows you to mark that you have manually approved this affiliate to receive payments.  Because all affiliates are approved by default, this has no effect unless you have enabled ''Require Approval Before Payout'' in the Configuration Admin.
 * '''Auto Pending Transactions''' - Marks every transaction that comes in as pending, which must then be approved or denied by an admin.

← Older revision		Revision as of 16:21, 12 July 2013
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	**For example, this will now show for the affiliate in the Campaign Wizard:<br>[[File:EmailerApproved.png\|700px]]		**For example, this will now show for the affiliate in the Campaign Wizard:<br>[[File:EmailerApproved.png\|700px]]

		+
		+	=== Affiliate Manager Settings ===
		+
		+	You can also add and remove affiliate managers from the selected affiliate.
		+
		+	[[File:SetAffManager.png]]
		+
		+	Just select the manager you wish to add to the affiliate, and select save changes to apply. Delete a current manager from this affiliate with the trash can icon.

	<!-- === Optional Flags ===		<!-- === Optional Flags ===