Difference between revisions of "Offerit Affiliate Access Permissions"

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(Created page with "{{Offerit Manual | show_affiliates_admin_section = true }} Offerit allows you to have multiple levels of access permissions for affiliates in your system th...")
 
 
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* '''Affiliate''' - Specifies that the account is a standard [[Ct#Affiliate|affiliate]]. This account does not have any additional permissions.
 
* '''Affiliate''' - Specifies that the account is a standard [[Ct#Affiliate|affiliate]]. This account does not have any additional permissions.
* '''Account Rep''' - An [[Ct#Account Representative|account representative]] can be assigned to manage affiliates. For more information, please see our [[Offerit Account Representatives|Account Representatives]] wiki article.  
+
* '''Affiliate Manager''' - An [[Ct#Affiliate Manager|Affiliate Manager]] can be assigned to manage affiliates. For more information, please see our [[Affiliate Managers]] wiki article.  
 
* '''Customer Service Rep''' - A Customer Server Rep is a special affiliate who is responsible for managing customer server of your membership sites.
 
* '''Customer Service Rep''' - A Customer Server Rep is a special affiliate who is responsible for managing customer server of your membership sites.
 +
* '''Advertiser''' - An advertiser is a special type of [[Ct#Affiliate|affiliate]] who is allowed to post offers on the particular Offerit install. By default, [[Ct#Advertiser|advertisers]] have access to the Offers Admin.
 
* '''Offer Partner''' - Offer partners typically share revenues and get extra statistics due to their status. For more information, please see our [[Offerit Offer Partner|Offer Partner]] wiki article.
 
* '''Offer Partner''' - Offer partners typically share revenues and get extra statistics due to their status. For more information, please see our [[Offerit Offer Partner|Offer Partner]] wiki article.
 
* '''Sub Admin''' - A Sub Admin has limited administrative access and can only view and perform actions on certain admin areas in [[Offerit]].
 
* '''Sub Admin''' - A Sub Admin has limited administrative access and can only view and perform actions on certain admin areas in [[Offerit]].
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* '''Admin''' - Admins have full administrative access in [[Offerit]], and can view and edit whatever they choose. You can also restrict admin access to certain IPs through the "Security" section in the [[Offerit Configuration Admin|Configuration Admin]].
 
* '''Admin''' - Admins have full administrative access in [[Offerit]], and can view and edit whatever they choose. You can also restrict admin access to certain IPs through the "Security" section in the [[Offerit Configuration Admin|Configuration Admin]].
  
[[File:Account_rep_access.png|450px|Changing an affiliate's account type in Offerit]]
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[[File:Admin_Offer_Partner.png|Changing an affiliate's account type in Offerit]]
  
 
== Default Permissions ==
 
== Default Permissions ==
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* '''Affiliate''' - Affiliates are only able to see the Affiliate Area
 
* '''Affiliate''' - Affiliates are only able to see the Affiliate Area
* '''Account Rep''' - By default, Account Reps can view the Affiliates Admin, Linkcodes & Tools, News Admin, and Reporting Admin
+
* '''Affiliate Manager''' - By default, Affiliate Managers can view the Affiliates Admin, Linkcodes & Tools, News Admin, and Reporting Admin
 
* '''Customer Server Rep''' - By default, a Customer Service Rep can only view and perform actions in the Customers Admin
 
* '''Customer Server Rep''' - By default, a Customer Service Rep can only view and perform actions in the Customers Admin
 +
* '''Advertiser''' - By default, an Advertiser can only view the Offers Admin
 
* '''Offer Partner''' - By default, an Offer Partner can view Linkcodes & Tools, Mailing Admin, Customers Admin, News Admin, Reporting Admin, and Offers Admin
 
* '''Offer Partner''' - By default, an Offer Partner can view Linkcodes & Tools, Mailing Admin, Customers Admin, News Admin, Reporting Admin, and Offers Admin
* '''Sub Admin''' - By default, a Sub Admin can view the Adtools Admin, Affiliates Admin, Linkcodes & Tools, Mailing Admin, Customers Admin, News Admin, Reporting Admin, and Support Admin
+
* '''Sub Admin''' - By default, a Sub Admin can view the Creatives Admin, Affiliates Admin, Linkcodes & Tools, Mailing Admin, Customers Admin, News Admin, Reporting Admin, and Support Admin
 
* '''OFFERITLLC Admin''' - By default, an OFFERITLLC Admin can view all of the Admin pages (some actions are disabled for this account type)
 
* '''OFFERITLLC Admin''' - By default, an OFFERITLLC Admin can view all of the Admin pages (some actions are disabled for this account type)
 
* '''Admin''' - By default, an Admin can view all of the Admin pages
 
* '''Admin''' - By default, an Admin can view all of the Admin pages
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On the Affiliate Access Permissions page, you will find a "Permission Exceptions" table, where you will be able to create custom configurations for [[Ct#Affiliate|affiliates]] in your system. This table provides the name of each Admin Page, along with a list of what Admin Pages the affiliate can view and take actions on. "Display" indicates that the Admin Page is available to the affiliate, "All Views" indicates that they can see each sub-section of the admin page in question, and "All Actions" indicates that they are allowed to perform any and all actions on that admin page. If you wish to allow "Display", "All Views", or "All Actions" for a certain affiliate, you can use the check boxes to specify which pages you want to allow.
 
On the Affiliate Access Permissions page, you will find a "Permission Exceptions" table, where you will be able to create custom configurations for [[Ct#Affiliate|affiliates]] in your system. This table provides the name of each Admin Page, along with a list of what Admin Pages the affiliate can view and take actions on. "Display" indicates that the Admin Page is available to the affiliate, "All Views" indicates that they can see each sub-section of the admin page in question, and "All Actions" indicates that they are allowed to perform any and all actions on that admin page. If you wish to allow "Display", "All Views", or "All Actions" for a certain affiliate, you can use the check boxes to specify which pages you want to allow.
  
[[File:Permission_exceptions.PNG|450px|Editing affiliate permission exceptions in Offerit]]
+
[[File:Admin_Permissions_Exceptions.png|750px|Editing affiliate permission exceptions in Offerit]]
  
 
Under the "Specific" column, you will see hyperlinks labeled as "Views" and "Actions." These allow you to allow only specified views to be seen and only specified actions to be taken on the Admin pages.
 
Under the "Specific" column, you will see hyperlinks labeled as "Views" and "Actions." These allow you to allow only specified views to be seen and only specified actions to be taken on the Admin pages.
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** '''Disabled''' - Does not allow the specified affiliate to override other affiliates' accounts.
 
** '''Disabled''' - Does not allow the specified affiliate to override other affiliates' accounts.
 
** '''All Affiliates''' - Allows the specified affiliate to override all affiliates' accounts.
 
** '''All Affiliates''' - Allows the specified affiliate to override all affiliates' accounts.
** '''My Affiliates''' - Only allows the specified affiliate to override accounts of affiliates assigned to them. This is useful if you have [[Offerit_Account_Representatives|account representatives]] managing your affiliates.
+
** '''My Affiliates''' - Only allows the specified affiliate to override accounts of affiliates assigned to them. This is useful if you have [[Offerit_Account_Representatives|Affiliate Manager]] managing your affiliates.
 
** '''My Network''' - Only allows the specified affiliate to override accounts of affiliates enrolled under them in commissions such as [[Offerit_Affiliate_Referrals|affiliate referral]] commissions.
 
** '''My Network''' - Only allows the specified affiliate to override accounts of affiliates enrolled under them in commissions such as [[Offerit_Affiliate_Referrals|affiliate referral]] commissions.
  
[[File:Access_permission_global_settings.PNG|450px|Editing affiliate global settings in Offerit]]
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[[File:Admin_Affiliate_Access_Permissions_Global.png|750px|Editing affiliate global settings in Offerit]]
  
 
[[Category:Offerit Affiliates Admin]]
 
[[Category:Offerit Affiliates Admin]]

Latest revision as of 13:06, 15 August 2012

Offerit
For Affiliates
Automatic SubIDs
Affiliate Stats Dumps
Linkcode
Link Groups
Affiliate Custom Pixels
Affiliate Host and Post
Offerit Affiliate Area
Affiliate Account Details
Affiliate Account Change Log
Affiliate Creatives
Affiliate Creatives Search
Affiliate Settings
Affiliate Custom Pixels
Affiliate Linkcodes
Affiliate Linkcode Settings
Affiliate Login History
Affiliate Messages
Affiliate Dashboard
Dashboard Key Statistics
Dashboard Statistics Summary
Affiliate Payment History
Quick Links
Affiliate Referrals Report
Affiliate Referring URL Report
Affiliate Remote Login
Affiliate Signup
Affiliate Statistic Filters
Affiliate Statistic Views
Affiliate SubIDs
Offerit Setup
Creating Admin Accounts
Tracking Domain
Edit Affiliate Text
Edit CSS Colors
Getting Started Admin
Offerit Quick-Start Guide
Tracking in Offerit
Pixel Builder
Offerit Postback Examples
Replacement Variables
Currency Exchange Rates

Admin Dashboard
The Admin Dashboard
Reporting Admin
The Reporting Admin
Track and Strack
  Report Breakdowns
Profit and Loss Report
Subscription Report
Transactions Reports
Affiliate Ratios Report
Affiliate Managers Report
Visitor Actions Report
Referral Tier Payouts Report
Referral Signup Payouts Report
Additional Commissions Report
Graphical Affiliate Comparison Report
The Single Day Comparison Report
Actual Affiliate Payments Report
Offers Admin
The Offers Admin
Offers
Offer Setup
Affiliate Referrals
Tracking Domain
Commissions
Commission Changes
Suppression Lists
Pixel Builder
ID Numbers
Offer Partner
Offer/Landing Page Redirection
Setting Rules
Admin Host and Post
Offer Post URLs
Offer Goals
Affiliates Admin
The Affiliates Admin
ID Numbers
Affiliate Managers
Affiliate Referrals
Affiliate Activation
Admin-Only Settings
Affiliate Overrides
Creating Admin Accounts
In-House Accounts
Add Manual Sale
Manual Invoice
Affiliate Documents
Affiliate Enabled Offers
Change Affiliate Status
Account Changes
Advertisers Admin
The Advertisers Admin
Account Changes
Advertiser Invoices
Generate Invoice
Advertiser Approval
Change Advertiser Status
Customers Admin
Customers Admin
Manually Adding a Customer
ID Numbers
Payments Admin
The Payments Admin
Payvia Types
Payout Periods
Payvia Dump Formats
Payment Dump Entry Numbers
Payment Dump Variables
Check Functions
Setting Rules
Payment Methods
Payza
Creatives Admin
The Creatives Admin
Add New Creatives
Add New Creative Type
Offeritcode
Code Builder
Track and Strack
Setting Rules
  Default Creative Types
Creative Types
Image Banners
Flash Banners
Dynamic Text Banners
Feeds
Mailers
Video Download
Video Embed
Page Peels
IM Popups
Footer Ads
Page Ads
Overlays
Communications Admin
The Communications Admin
Add News Item
Sending Messages
Signup Questions
Configuration Admin
The Configuration Admin
Affiliate Signup Postback URL
Edit Affiliate Text
Edit CSS Colors
REST API
General
Offerit REST API Overview
GET /service/ping
PATCH /service/set_currency_exchange_rates
Advertiser
PATCH /advertiser/edit_advertiser
POST /advertiser/add_advertiser
Affiliate
GET /affiliate/get_links
GET /affiliate/get_single_link
GET /affiliate/search
GET /affiliate/decode_trackingcode
PATCH /affiliate/edit_affiliate
PATCH /affiliate/payvia
POST /affiliate/add_affiliate
POST /affiliate/affiliate_login_ips
Config
GET /config/get_global_void_ips
GET /config/get_global_post_ips
GET /config/get_global_hostnpost_ips
POST /config/add_global_void_ip
POST /config/remove_global_void_ip
POST /config/add_global_post_ip
POST /config/remove_global_post_ip
POST /config/add_global_hostnpost_ip
POST /config/remove_global_hostnpost_ip
Creative
GET /creative/get_creatives
GET /creative/get_creative_fields
GET /creative/get_creative_rules
PATCH /creative/delete_creative
PATCH /creative/edit_creative
PATCH /creative/edit_creative_rules
PATCH /creative/undelete_creative
POST /creative/add_creative
POST /creative/add_creative_rule
POST /creative/delete_creative_rules
Customer
PATCH /customer/set_customer_details
PATCH /customer/lock
PATCH /customer/unlock
PATCH /customer/forget
GET /customer/export
Offer
GET /offer/get_conversion_caps
GET /offer/check_orderid_exists
GET /offer/get_commission_changes
GET /offer/get_details
PATCH /offer/activate_offer
PATCH /offer/edit_landing_page
PATCH /offer/edit_offer
PATCH /offer/pause_offer
PATCH /offer/set_commission_change_payouts
PATCH /offer/set_enabled_affiliates
PATCH /offer/set_offer_categories
PATCH /offer/set_offer_countries
PATCH /offer/set_offer_goals
PATCH /offer/set_offer_groups
PATCH /offer/set_offer_marketing_types
PATCH /offer/store_offer_ips
POST /offer/add_commission_change
POST /offer/add_landing_page
POST /offer/add_offer
POST /offer/add_tracking_domain
Reporting
GET /report/profitloss
GET /report/transaction
Transaction
GET /transaction/transaction_payout_preview
PATCH /transaction/transaction_update_revenue_by_orderid
PATCH /transaction/transaction_update_revenue_by_transaction_hash
POST /transaction/process_void
POST /transaction/process_chargeback
POST /transaction/process_reversal
POST /transaction/approve_pending_transaction
GET /transaction/click_detail
SOAP API (*deprecated*)
API
Add Affiliate
Add Affiliate Sale
Add Offer
Approve Transaction
Creative Types
Decode Offeritcode
Deny Transaction
Disable Affiliate Landing Page
Edit Affiliate Sale
Enable Affiliate Landing Page
Get Affiliate Stats
Get Allowed Affiliates
Get Landing Page Details
Get Offer Details
Get Offer List
Get Profit Loss Report
List Affiliate Details
List Affiliate Subaffiliates
Ping
Set Affiliate Status
Set SubAffiliate Status
Set Member Details
Record Affiliate Click
Misc.
Rules
Freeform Date
Affiliate Custom Signup
Offeritcode
Tracking in Offerit
Offerit Logos
Void Conversions Remotely

Offerit allows you to have multiple levels of access permissions for affiliates in your system through the Affiliate Access Permissions feature.

To access the Affiliate Access Permissions page, go to the Affiliates Admin and click the icon to the left of their account username.

By using this feature you can assign your affiliates different account types, including Admin, Sub Admin, Affiliate, etc.

Account Types

The Affiliate Access Permissions page allows you to edit an affiliate's Account Type, which are preset permission levels in Offerit. There are seven different account types, all with varying permissions:

  • Affiliate - Specifies that the account is a standard affiliate. This account does not have any additional permissions.
  • Affiliate Manager - An Affiliate Manager can be assigned to manage affiliates. For more information, please see our Affiliate Managers wiki article.
  • Customer Service Rep - A Customer Server Rep is a special affiliate who is responsible for managing customer server of your membership sites.
  • Advertiser - An advertiser is a special type of affiliate who is allowed to post offers on the particular Offerit install. By default, advertisers have access to the Offers Admin.
  • Offer Partner - Offer partners typically share revenues and get extra statistics due to their status. For more information, please see our Offer Partner wiki article.
  • Sub Admin - A Sub Admin has limited administrative access and can only view and perform actions on certain admin areas in Offerit.
  • OFFERITLLC Admin - OFFERITLLC Admins have full administrative access in Offerit, but they can only log in from IP addresses specified in the OFFERITLLC_ADMIN_IPS configuration option. This can be found in the Configuration Admin in the "Security" section.
  • Admin - Admins have full administrative access in Offerit, and can view and edit whatever they choose. You can also restrict admin access to certain IPs through the "Security" section in the Configuration Admin.

Changing an affiliate's account type in Offerit

Default Permissions

The following section details the default access permissions (which Admins can be viewed) per account type:

  • Affiliate - Affiliates are only able to see the Affiliate Area
  • Affiliate Manager - By default, Affiliate Managers can view the Affiliates Admin, Linkcodes & Tools, News Admin, and Reporting Admin
  • Customer Server Rep - By default, a Customer Service Rep can only view and perform actions in the Customers Admin
  • Advertiser - By default, an Advertiser can only view the Offers Admin
  • Offer Partner - By default, an Offer Partner can view Linkcodes & Tools, Mailing Admin, Customers Admin, News Admin, Reporting Admin, and Offers Admin
  • Sub Admin - By default, a Sub Admin can view the Creatives Admin, Affiliates Admin, Linkcodes & Tools, Mailing Admin, Customers Admin, News Admin, Reporting Admin, and Support Admin
  • OFFERITLLC Admin - By default, an OFFERITLLC Admin can view all of the Admin pages (some actions are disabled for this account type)
  • Admin - By default, an Admin can view all of the Admin pages

Permission Exceptions

Although the Offerit account types will have predetermined permissions, you can also create Permission Exceptions for selected affiliates in your system.

For example, if you want affiliates to be able to create their own creatives, you can allow them access to the Creatives Admin only.

On the Affiliate Access Permissions page, you will find a "Permission Exceptions" table, where you will be able to create custom configurations for affiliates in your system. This table provides the name of each Admin Page, along with a list of what Admin Pages the affiliate can view and take actions on. "Display" indicates that the Admin Page is available to the affiliate, "All Views" indicates that they can see each sub-section of the admin page in question, and "All Actions" indicates that they are allowed to perform any and all actions on that admin page. If you wish to allow "Display", "All Views", or "All Actions" for a certain affiliate, you can use the check boxes to specify which pages you want to allow.

Editing affiliate permission exceptions in Offerit

Under the "Specific" column, you will see hyperlinks labeled as "Views" and "Actions." These allow you to allow only specified views to be seen and only specified actions to be taken on the Admin pages.

"Views" includes being able to access pages such as Affiliate Overview, Add Commission, Add Offer, etc. However, they will not be able to perform actions on these pages unless you allow the corresponding actions. The "Actions" hyperlinks allow specified affiliates to perform actions such as editing a landing page, adding a customer, etc.

Global Settings

The Global Settings section at the bottom of the Affiliate Access Permissions page provide two additional Access Permission settings. These settings are:

  • Edit Affiliates - Allows that affiliate to edit other affiliates' account information in your Offerit system.
  • Override as Affiliate - Sets which affiliates' accounts can be overriden by the affiliate being edited. This has four options:
    • Disabled - Does not allow the specified affiliate to override other affiliates' accounts.
    • All Affiliates - Allows the specified affiliate to override all affiliates' accounts.
    • My Affiliates - Only allows the specified affiliate to override accounts of affiliates assigned to them. This is useful if you have Affiliate Manager managing your affiliates.
    • My Network - Only allows the specified affiliate to override accounts of affiliates enrolled under them in commissions such as affiliate referral commissions.

Editing affiliate global settings in Offerit