Affiliate Management
When to use this screen
Use this to enroll or edit affiliate partners, upload graphics, and inspect an affiliate’s referred orders. Trader-facing affiliate UI is under Affiliates.
Who can open it / who to ping
- Open: Affiliate user manage (all five marketing sidebar items share this grant).
- Ping marketing before changing commission-affecting fields; ping finance before anything that changes payout eligibility.
Find the record
Open Admin → Marketing & Affiliate → Affiliate Management. Search username/email to link a trader.
Happy path
- Find or add the affiliate (must already be a trader user).
- Set the fields marketing approved.
- Graphics: upload then save; preview before sending assets to the partner.
Action catalog
| Action | When to use | Customer impact |
|---|---|---|
| Add / edit affiliate | New partner | They see Affiliates in the trader rail once affiliated |
| Graphics upload / preview / delete | Creative refresh | Their marketing-assets tab |
| User order detail | Dispute on a referred order | Read-only |
If this fails
- Cannot add: they are not a user yet (Pending Registrations / User Management).
- They still do not see Affiliates:
is_affiliatednot set — re-save / ping engineering. - Do not pay them from this screen — use Affiliate Payouts.