At a Glance: This article explains how to add and manage team members in the Affnook platform(for Network panel). It covers steps to create a new team member, assign roles, and manage permissions for campaigns and reports.
Introduction
Team management is a vital feature on the Affnook platform that enables smooth collaboration within your organization. By adding team members and assigning them specific roles and permissions, you can optimize workflows, maintain control over access levels, and ensure each member has the right tools to perform their tasks efficiently. This guide will walk you through the steps to add new team members and manage their settings effectively.
Role Descriptions
Affiliate Manager (AFM)
Access Scope:
Can access and manage data like reports, campaigns, promo codes, etc., of only for their assigned affiliates.
Key Responsibilities:
Managing affiliate-specific activities.
Generating reports for assigned affiliates.
Managing campaigns for assigned affiliates.
Admin
Access Scope:
Has complete access to the panel, including all features and configurations.
Key Responsibilities:
Managing the entire system and users.
Overseeing campaigns, reports, settings, and configurations.
Manager
Access Scope:
Has full access to the panel, except for panel configurations and settings.
Key Responsibilities:
Managing campaigns, reports, and other panel activities.
Assisting with operational tasks without interfering with system configurations.
Steps to Add a Team Member
Step 1: Access the Team Members Section
Log in to your Affnook dashboard.
Click on your profile icon in the top-right corner.
From the dropdown menu, select Team Members.
Step 2: Add a New Team Member
In the Team Members section, click the Add Team Member button.
Fill in the required fields:
Name: Full name of the member.
Status: Select "Active" or "Inactive."
Email: Enter the member’s email address.
Password: Create a secure password for the member.
Role: Choose a role, such as Admin or Affiliate Manager.
Skype ID (Optional): Add if applicable.
Contact Number (Optional): Enter the contact number of the team member.
3. Click Submit to save the team member's details.
Assigning affiliates to Affiliate Manager
If you have assigned a team member the role of Affiliate Manager, you also need to assign affiliates to them. To do this, navigate to the Team Members section, locate the specific Affiliate Manager, and click on the Edit option. From there, you can assign the required affiliates to that manager.
From there, navigate to the Affiliate Assign section and click on the Assign Affiliate option.
A box will appear where you can select the affiliates you want to assign. Once selected, click on the Assign button, and all chosen affiliates will be assigned to that particular Affiliate Manager.
AFM and Admin Sign-up form
You can now access and customize the AFM Sign-up Form and Admin Sign-up Form. To do this, navigate to the Team Member section, where both forms are available for customization.
AFM Sign Up Form
Click on the AFM Sign-up Form to access it. From there, click on Add New Section to add custom fields to the sign-up form.
A box will pop up where you need to fill in the required fields to create a custom field.
Name: Enter the name of the custom field.
Type: Select whether the field will be text or file.
Required: Enable if this field must be filled before submission.
Enable Validation: Enable if the field should have validation rules applied.
Hide Field: Enable to keep the field hidden from users.
Click on okay and the field will be created.
Admin Sign up Form
Click on the Admin Sign-up Form to access it. From there, click on Add New Section to add custom fields to the sign-up form.
A box will pop up where you need to fill in the required fields to create a custom field.
Name: Enter the name of the custom field.
Type: Select whether the field will be text or file.
Required: Enable if this field must be filled before submission.
Enable Validation: Enable if the field should have validation rules applied.
Hide Field: Enable to keep the field hidden from users.
Click on okay and the field will be created.
Team Member Role Update
You can now update the role of any team member directly within the platform.
To change a team member’s role:
Navigate to the Team Members section.
Click the Edit button for the specific team member.
Under the Role field, select the new role you want to assign.
Click Save to apply the changes.
Note:
If you are changing a role from Affiliate Manager to another role, please make sure to unassign all affiliates currently assigned to that team member before updating their role.
We are delighted to have assembled a world-class team of experienced professionals who are ready to take care of your queries and answer any questions you may have. Feel free to reach out to us at anytime by emailing us at [email protected] or by using the in-platform chat feature. We'd love to hear from you!
