Partners

Learn how to manage individual affiliate partners through the partner editor panel, including configuring settings, viewing performance metrics, and managing partner actions.

Partner Editor Overview

The partner editor provides a comprehensive interface for managing individual affiliate partners. Access it by clicking on any partner's name from the partners list.

Partner Settings

Configure partner details and commission settings using the form at the top of the page.

Basic Information

Name
string required
The display name of the affiliate partner. This is how they'll appear in lists and reports.
Email
email required
Contact email address for the partner. Used for communications and password recovery.
Coupon Code
string required
Unique identifier for tracking referrals. This code is appended to URLs and used to attribute sales to this partner.

Commission Configuration

Commission Rate

How much the partner earns per successful referral.

  • Rate Type: Choose between percentage-based or fixed amount commissions
  • Rate Value: The actual commission amount (e.g., 10% or $5.00)
Rate Types
Percentage rates calculate commission as a portion of the sale amount. Fixed rates pay the same amount regardless of sale value.

Ignore Product Rate

Controls whether partner-specific rates override product-level commission settings sent via API.

  • On: Always use this partner's configured rate, ignore any product-specific rates
  • Off: Use product-specific rates from API when available, fall back to partner rate otherwise

Approved for Commissions

Determines if the partner can earn commissions.

  • Approved: Partner can earn commissions on referrals
  • Pending: Partner cannot earn commissions (useful for vetting new partners)

Performance Metrics

Track partner performance through four key statistics displayed as cards below the settings.

Outstanding Balance

Current unpaid commission amount available for payout. Calculated from all unprocessed commissions.

Total Commission

Lifetime commission earnings from this partner, including both paid and unpaid amounts.

Total Conversions

Number of successful customer referrals attributed to this partner through coupon usage.

Total Revenue

Total revenue generated from all sales referred by this partner.

Real-time Updates
Statistics automatically recalculate when the page loads. A loading spinner appears during recalculation.

Commission History

View all commissions earned by this partner in the detailed table below the metrics.

Commission Details

ColumnDescription
Order IDUnique identifier for the original sale transaction
CommissionAmount earned on this specific sale
Total AmountFull order value before commission calculation
StatusWhether the commission has been paid (Paid/Unpaid)
CouponCoupon code used for this referral (may differ if partner has multiple codes)
CustomerName of the customer who made the referred purchase
DateWhen the commission was earned

Payout History

Track all payments made to this partner in the payouts table.

ColumnDescription
AmountPayment amount sent to the partner
MethodPayment delivery method (PayPal, Bank Transfer, Stripe)
Transaction IDReference number for tracking the payment
DateWhen the payout was processed

Available Actions

Use the Actions dropdown and main buttons to manage the partner.

Payout Partner

Check Balance

Verify the partner has an outstanding balance to pay.

Initiate Payout

Click "Payout Partner" from either the list or detail page.

Confirm Payment

Confirm you've made the external payment and provide details.

System Updates

The system will:

  • Reset partner balance to $0
  • Mark all unprocessed commissions as paid
  • Record the payout transaction
Manual Process
Payouts require you to actually send payment externally before confirming in the system.

Reset Password

Force the partner to set a new password for their account.

  • Clears their current password hash
  • Partner will need to use password recovery to set a new password
  • Useful if partner account security is compromised

Copy Public Dashboard URL

Copy the partner's unique dashboard access link to clipboard.

  • URL format: https://yourdomain.com/affiliates/partner?token=PARTNER_ID
  • Allows partners to view their own performance metrics
  • Can be shared directly or embedded in communications

Learn more about the partners dashboard →

Delete Partner

Permanently remove the partner from the system.

  • Requires confirmation
  • Cannot be undone
  • Removes all partner data and commission history

Save Changes

Apply any modifications made to partner settings.

  • Validates all required fields
  • Updates partner record in database
  • Shows success/error notifications
  • Redirects back to partners list

Partner Status Indicators

View partner status at the top of the editor:

  • Approval Status: Approved or Pending
  • Password Status: Password Set or Password Not Set
  • Performance Metrics: Real-time balance and earnings data