At a Glance: This article explains how to add and manage team members in the Affnook platform. It covers steps to create a new team member, assign roles, and manage permissions for campaigns and reports.
Introduction
Team management is an essential part of collaboration on the Affnook platform. By adding team members and assigning specific roles and permissions, you can streamline your operations and ensure that everyone has access to the tools they need. This guide walks you through the steps to add a new team member 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.
Tip: Use strong passwords and assign roles thoughtfully to maintain platform security.
Step 3: Manage Team Member Permissions
To edit an existing team member’s details, click on their name from the Team Members list.
Update their information or change permissions (for affiliate manager) :
What campaigns they can view?: Restrict access to only assigned campaigns or allow access to all campaigns.
What reports they can view?: Limit to assigned affiliate reports or grant access to all reports.
Click on save to submit.
You can also assign affiliates as and when required from this section to the specified team members.
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!
