Difference between revisions of "Admin-Only Settings"
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| − | The [[Offerit]] Affiliate | + | == 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 | + | <br> |
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[[File:EditAffiliateDetailsAction.png]] | [[File:EditAffiliateDetailsAction.png]] | ||
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== Main Settings == | == 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. | 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. | ||
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| + | [[File:AffiliateManagerWithDelete.png]] | ||
== Affiliate Referrals == | == Affiliate Referrals == | ||
Revision as of 13:10, 15 May 2018
Contents
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 Affiliates Admin, locate the affiliate, and click the "Edit Affiliate Details" action in the drop down menu.
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. Also, while normally the last affiliate to send the customer gets credit, a linkcode for an in-house account will not overwrite any cookies for a non in-house account.
- 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.
- Display Network Revenue - If allowed affiliate reports will show a Network Revenue column containing the full amount of the event transaction
- 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:
- For example, when enabled for an affiliate account this will now show for their row in their action drop down menu:
- 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
In this section, you can add or remove affiliate managers from the selected affiliate.
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
In this section, you can add affiliate referrals for the selected affiliate.
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*
