Team roles and permissions
Open Settings → Team → Roles to give each colleague only the access they need. A permission controls both what someone can access in the dashboard and which actions the API allows.
Standard roles
- Superadmin — the person who created the program. This role always has every permission, is the default billing owner, and cannot be renamed, changed, assigned, or removed.
- Admin — starts with almost every permission except billing and deleting or resetting the program.
- Affiliate Manager — starts with partner management, customer referrals, commissions, payout visibility, Affiliate Finder, and Success Hub. It does not include payout approval, tax forms, billing, or integrations.
- Developer — starts with tracking settings, integrations, and API keys.
- Finance — starts with commissions, payouts, tax forms, and payment terms.
- Viewer — starts with view-only access to partners, customers, and commissions.
Except for Superadmin, you can rename every standard role and change any of its checkboxes. You can also create custom roles.
Permissions
Partners
- View partners — open the partner list and partner profiles without changing partner data.
- Invite partners — invite new partners and manage their invitations.
- Approve or reject partners — review affiliate applications and accept or reject applicants.
- Edit partners — update an existing partner's details and program settings.
- Delete partners — permanently remove a partner from your program.
- Create unique affiliate coupons — create and assign coupon codes for individual partners.
Customers
- View customers — view referred customers and their referral details.
- Create referrals — add a referral manually when it was not captured automatically.
- Change referral status — approve, reject, or otherwise update a referral.
- Add a sale or commission — add a manual transaction or commission for a referral.
Commissions and payouts
- View commissions — view commission amounts, statuses, and related referrals.
- Change commission status — approve, reject, or change a commission's status.
- View payouts — view pending and completed partner payouts.
- Approve or pay payouts — approve payouts and mark or send payments to partners.
Tax forms
- View tax forms — review affiliates’ tax-form status and documents. Approving or rejecting a form also requires the payout approval permission.
Program
- General program settings — change the program name and public details.
- Tracking settings — configure attribution, tracking links, and tracking-related settings.
- Coupon settings — configure program-wide coupon behavior and coupon tracking.
- Payment terms — update the payment terms shown to partners, including payout conditions.
- Branding — change the affiliate portal's branding and appearance.
- Groups — create and manage partner groups.
- Commission settings — create and change commission rules, incentives, and rewards.
- Notifications — configure program email notifications.
Growth
- Use Affiliate Finder — search for prospective partners and use discovery credits.
- Change Marketplace settings — update the information and settings used for your Marketplace profile.
- Turn Marketplace listing on or off — publish or remove your program from the Marketplace.
- View and use Success Hub — open Success Hub and use its guides and growth resources.
Tech and billing
- Integrations and API keys — manage payment-provider connections, other integrations, and API keys.
- Billing — view and manage your Affonso subscription and billing details.
Team
- Invite people — invite colleagues, assign them a role, and revoke pending invitations.
- Edit organization — change the organization name and logo. Superadmin and Admin have this by default. A role that can only change member roles cannot rebrand the program.
- Change roles — change the role assigned to an existing team member.
- Build roles — create custom roles and change permissions on existing roles. Someone can only grant permissions they have themselves.
- Delete and reset program — schedule permanent program deletion or reset program data. Give this only to people you fully trust.
