Manage partners (affiliates)
Create partners, approve, block and re-activate them, edit profiles, tiers and managers in bulk, and use every tab of the partner page.
Last updated 5 min read
On this page
Partners — affiliates, publishers, media buyers, creators — are listed under Partners → Affiliates
(https://app.trackcrown.com/app/affiliates). Every staff role can view them; managers, admins and owners can create and change
them (permission affiliates.write).
The partner list#
The header cards count Active partners, Pending sign-ups, Access requests and Blocked / rejected partners; each card opens the matching filtered view (sign-ups and access requests open Partners → Applications).
Filters: Status, Manager, Tier, Country and Tag, plus search. The toolbar exports the filtered list as CSV, and E-mails downloads the partner portal users' e-mail addresses of the filtered partners (for your own mailing tool; to e-mail partners from the panel, use partner messages).
Create a partner#
- Click New affiliate.
- Fill in the sheet:
- Click Create affiliate. The partner gets a random public code used in tracking links
(
/r/OFFERCODE/PARTNERCODE). If you created a login, the sheet shows an Invite link; it is also e-mailed when outgoing e-mail is configured.
Partners can also apply themselves through your sign-up page; see Partner sign-up.
Statuses#
Actions in the partner page header:
- Approve (pending or rejected partners).
- Reject — asks for a reason: "The application is declined and the partner cannot run offers. You can approve them later."
- Block — asks for a reason: "Their tracking links send traffic to the fallback and portal access is suspended until you re-activate them."
- Re-activate (blocked partners).
The same Approve, Re-activate and Block actions exist in the list's row menu and as bulk actions for selected partners.
Bulk edit#
Select partners in the list and click Bulk edit… (dialog Edit N affiliates). Each field defaults to No change:
- Status — approve, re-activate or block all selected partners;
- Account manager — set or clear;
- Payment terms;
- Tier — set a new tier, or leave the box empty to clear it.
Click Apply changes. The result says how many partners were changed and how many were skipped.
The partner page#
The header also has a report shortcut and View as partner, which opens the partner portal read-only as one of the partner's users (View as partner).
Profile & payment#
Users (portal logins)#
A partner can have several portal users. On the Users tab:
- Invite user opens Invite a partner user: the person gets an invitation link (e-mailed when outgoing e-mail is configured, otherwise shown once to copy as a One-time link).
- Row menu: New invite link (not yet accepted) or Password reset link, Disable login / Enable login, and Remove access.
- Disable login is not offered for users who also belong to another workspace; remove their access to this partner instead.