In the Affelios Ecosystem, a Platform User is representative of an individual who has an Affelios Identity that has shared their information with your Affiliate Platform to become a collaborator and work with you to promote your Brands.
Platform Module Permissions
Once registered with your affiliate platform a Platform User record will be created providing you with some information about the user.
Default Platform Permissions
By default, a new user that has registered with your platform will only have access to create affiliate accounts along with trackers and testimonials that are linked to those accounts.
Any user can create an unlimited number of affiliates accounts, however, they cannot self-approve those accounts or make any changes that require elevated permissions.
Elevated Platform Permissions
You are able to add any combination of permissions to an individual user by simply navigating to Settings > Users clicking the three dots and clicking Edit Permissions where you can choose from the following Read or Write modules:
Module | Read | Write |
Admin | Read access to ALL Modules listed below, regardless of whether they are individually assigned. | Write access to ALL Modules listed below regardless of whether they are individually assigned. |
Manage Affiliates | Access to View and Report on ALL Affiliates within the platform. | Access to make changes and Edit ALL Affiliates within the platform.
Note. Some actions are limited to Users that have access to the Company associated with an Affiliate Account, such as Company Transfers and Payout Information. |
Brand Management | Access to View internal information about Brands.
Note. All users are able to view Enabled brands even without this module. | Access to Create and Edit Brands. |
Product Management
| Access to View internal information about Products.
Note. All users are able to view Enabled products even without this module. | Access to Create and Edit Products. |
Media | Access to View internal information about Media including Images, HTML Banners, and links.
Note. All users are able to view Enabled media even without this module. | Access to Create and Update Media including Images, HTML Banners, and links. |
Affiliate Transactions | Access to View ALL Transactions in the system, regardless of which affiliate they are associated with.
Note. All users are able to view transactions that are associated with affiliate accounts where they are a collaborator. | Access to Create Transactions and Adjustments. |
Affiliate Payouts | Access to View ALL Payout Invoices generated in the system, regardless of which affiliate they are from.
Note. All users are able to view Payouts that are associated with affiliate accounts where they are a collaborator. | Access to start a New Payout Process and to Approve or Delete Payout Invoices. |
Content Management
| Access to View the Content Management Module. | Access to Edit Content pages. |
User Management | Access to View All Users that have joined the Affiliate Program. | Access to Update Permissions and Update Report Columns for a User.
Note. A User can only assign modules and columns that they already have access to. |
Commission Plans | Access to View ALL Commission Plans available in the system.
Note. Any user can view any Commission Plan that is already assigned to an affiliate account to which they have access. | Access to Create and Edit Commission Plans and Assign them to Affiliates they have access to. |
Data Imports | Access to View Scheduled Daily Import Logs | Access to Run Data Imports |
API Keys | Access to View Api Keys scoped to the User.
Note. If the User is an Admin, all Api Keys are available to view. | Access to Create and Delete Api Keys and Scoped to a User with Permissions that are available to the User. |
Platform Reporting Permissions
Affelios allows an operator to specify which reporting columns are available to Users registered to the affiliate platform.
This can be achieved by setting System Default values in the Settings > Reports section, and customizing on a per-user basis by navigating to Settings > Users > User Actions > Customize Report Columns
In both cases a columns can be configured by dragging options from the Restricted Columns section over to the Available Columns section as shown in the screenshot below:
Information in regards to which reporting columns are available and their descriptions are available by hovering over the tooltips in the columns sections shown above.
Affiliate Permissions
Company Ownership and Payout Permissions
When a User creates a new affiliate account inside an affiliate platform they are required to associate a Company Account from the Affelios Company service which is attached as the beneficial owner of the account and any commissions that are generated by it.
Only people who have access to the Affiliate Account AND the Company associated are able to transfer ownership of the affiliate account and set new Payout information on the account where commissions are paid out to.
Affiliate Collaborator Roles
In addition to the Company Owership detailed above, Users can be added as collaborators on an affiliate account via the Access tab within an Affiliate Account and are able to be assigned a role.
Role | Description |
Read Only | Allows access to run reports, view customer referrals and transactions within the system. |
Owner | All Read permissions plus the ability to assign a Company if no company is associated and invite new Collaborators. |
Manager | A special role that can only be assigned by users with the Manage Affiliates Write Module that gives access to a user to Manage the affiliate account and apply Commission Plans. |