Affiliate Managers
This article explains how to promote an Affiliate to an Account Representative and assign an Account Representative to Affiliates.
Contents
Promoting an Affiliate to Account Rep
Go to the affiliates admin and search for the affiliates you wish to make account reps. To promote an affiliate to the account rep status, click the small person icon to the left of the affiliate in question's username.
This will take you to the account access permissions screen, where you will be able to change their account type and also limit their access to Offerit admin areas. To change an affiliate's permissions, click on the drop-down menu at the top of the page labeled "Access Level" and select the "Account Rep" status.
Assigning Account Rep to Affiliates
Finally, you will need to set affiliates to use these account reps. There are four different ways in Offerit you can set account reps.
Manually set Account Reps
To do this, go to the affiliate admin and find the affiliates for which you wish to set the representative. Click the checkbox on the far left for each affiliate, scroll to the bottom of the page and choose "Assign Account Rep" from the drop-down menu. You will then have a field to type in the account rep's username. After typing the username, you will then be prompted to select the account rep commission you want to assign to the affiliate using the drop down list. When you have done all this, click Submit to save your changes.
You can also manually set up affiliates to be managed by an Account Rep through the Affiliates Admin. To do so, locate the Account Rep you wish to assign affiliates to, and click the "Edit Affiliate Admin Settings" action icon. On the next page, you will be able to manually add affiliates to be managed by that account representative.
Assign the referring affiliate as the Account Rep
To do this, go to the configuration admin under affiliates and set ACCOUNT_REP_OfferitCODE, which will allow an affiliate that referred other affiliates to represent the referred affiliates as their account rep.
Have the reps act as a webmaster referral
To do this, go to the configuration admin under affiliates and set ACCOUNT_REP_OfferitCODE_AS_REF, which will allow that account rep to refer affiliates, who will then become affiliates that are represented by the account rep.
Assign random reps
In the configuration admin under affiliates, set ASSIGN_RANDOM_ACCOUNT_REPS to randomly assign account reps on signup.
Removing an account rep
You can remove an account rep through the affiliates admin. Select the affiliates you want to remove from an account rep by marking the checkboxes next to their username, scroll to the bottom, and select "Remove Account Rep" from the drop-down menu. Click "Perform Action", and the selected affiliates will be unassigned from their account rep.
