Managers
Embedded Files
Manager Management
Manager Management
Every advertiser and affiliate must be assigned a manager.
Therefore, to get started, you need to create at least one manager for both advertisers and affiliates.
To do this, go to the Roles section, select the Managers tab, and click the Add Manager button in the top right corner of the screen. You will then be redirected to a page with a manager management form.
Manager Management Form
Manager Management Form
To create a manager, you need to provide the following information:
First name - the name that will be visible to affiliates and advertisers.
Last name - the surname that will be visible to affiliates and advertisers.
Email - the email with which the manager will log into the system. This email will also be visible to affiliates in their accounts.
Password - the password the manager will use to log into the system.
Status - the manager's status. When adding a manager for the first time, set the status to Active.
Active - the manager is active in the system and can interact with advertisers and affiliates.
Deleted - the manager is removed and no longer has access to the system.
Social media - select the method of contact with the manager.
Contact Info - enter the manager's contact details (for the contact method specified above).
Notes - a field for notes. The entered data will only be visible to you.
Role - select the manager's role from the list:
Manager
Team Lead- a manager who will have access to the entire system.
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10. Type - select the manager's type from the list:
Advertiser
Affiliate
Support
Finance
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Once all the information is provided, click the Save button. The manager will be created and displayed in the general manager list.
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