Difference between revisions of "Admin-Only Settings"
From Offerit
OfferitRobC (talk | contribs) |
OfferitRobC (talk | contribs) (→Main Settings) |
||
| Line 19: | Line 19: | ||
* '''Required Docs''' - Specifies that any documents that you require have been received. | * '''Required Docs''' - Specifies that any documents that you require have been received. | ||
* '''Trust Level''' - Marks an affiliate's trust level at "Not," "Low," "Medium," or "High." This setting does not automatically affect [[Offerit]], but it allows you to perform custom actions using this setting (i.e., a [[Smarty]] function that only allows access for High trust levels.) | * '''Trust Level''' - Marks an affiliate's trust level at "Not," "Low," "Medium," or "High." This setting does not automatically affect [[Offerit]], but it allows you to perform custom actions using this setting (i.e., a [[Smarty]] function that only allows access for High trust levels.) | ||
| − | * '''Instant Payments''' - Allows affiliates to receive | + | * '''Instant Payments''' - Allows affiliates to receive payments for one full day of sales, even if they don't reach the specified minimum payment amount. |
* '''Manual Invoice''' enables the Manual Invoice icon described above. For more details, see the [[Offerit Manual Invoice|Manual Invoice article]] | * '''Manual Invoice''' enables the Manual Invoice icon described above. For more details, see the [[Offerit Manual Invoice|Manual Invoice article]] | ||
| − | * '''Approve | + | * '''Approve Payment''' - Allows you to mark that you have manually approved an affiliate to receive payments. |
* '''Auto Pending Transactions''' - Marks every transaction that comes in as pending, which must then be approved or denied by an admin. | * '''Auto Pending Transactions''' - Marks every transaction that comes in as pending, which must then be approved or denied by an admin. | ||
* '''Network Affiliate''' - Enables functionality to allow networked sub-affiliates for this affiliate. | * '''Network Affiliate''' - Enables functionality to allow networked sub-affiliates for this affiliate. | ||
Revision as of 12:19, 3 January 2012
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, set trust levels, and allow features like instant payments and manual invoices.
To customize your Affiliate Admin Settings, go to the Affiliates Admin, locate the affiliate, and click the "Edit Affiliate Admin Settings" action icon next to the affiliate's username.
Affiliate Settings
On the next page, you will see a variety of different settings, broken down into three categories. These settings can allow certain actions for affiliates, set trust levels, mark that documents have been received, and more.
Main Settings
The "Main Settings" section allows you to customize affiliate permissions for various activities in Offerit. They include the following:
- In-House Account - Mark an account as in-house, which allows you to exclude their statistics from Profit & Loss Reports and recognize them as working directly for you.
- Account Reviewed - Mark an account as reviewed, indicating that all of their credentials are valid.
- Required Docs - Specifies that any documents that you require have been received.
- Trust Level - Marks an affiliate's trust level at "Not," "Low," "Medium," or "High." This setting does not automatically affect Offerit, but it allows you to perform custom actions using this setting (i.e., a Smarty function that only allows access for High trust levels.)
- Instant Payments - Allows affiliates to receive payments for one full day of sales, even if they don't reach the specified minimum payment amount.
- Manual Invoice enables the Manual Invoice icon described above. For more details, see the Manual Invoice article
- Approve Payment - Allows you to mark that you have manually approved an affiliate to receive payments.
- Auto Pending Transactions - Marks every transaction that comes in as pending, which must then be approved or denied by an admin.
- Network Affiliate - Enables functionality to allow networked sub-affiliates for this affiliate.
