Account settings control your program name, affiliate portal address, payout method, Stripe connection, and billing visibility. Owners and admins can use all of Settings. Users with the member role can open Settings -> Profile and view Settings -> General, but cannot save changes there or open Stripe Payouts, Billing, API keys, Webhooks, AI connectors, Team, Notifications, or Affiliate portal.
Open account settings
- Select Settings in the main navigation.
- Select General in the settings menu.
- Update the values, then select Save.
The settings menu is grouped:
- Workspace: General, Team, Billing, Affiliate portal, Stripe Payouts (when available for your account), Self-billing, and Security history
- Developers: API keys, Webhooks, and AI connectors
- Your account: Profile and Notifications
General fields
Settings -> General contains:
- Workspace name: shown to affiliates in emails and your portal.
- Portal address: where affiliates sign in and see their earnings. You enter the subdomain; the
.affiliatebase.iosuffix is shown beside it. - Payout method: one card per option, PayPal or Wise. Shows Stripe Connect once you turn on Stripe payouts in Settings -> Stripe Payouts.
- Approved checkout hosts: optional, one hostname per line, for other hosts in your checkout or app that should keep the referral. Use hostnames only, without a scheme or path. Setup step 2 calls this field Approved site or app hosts.
Display currency and Enable self-referral fraud detection are set in Setup -> Portal and payout defaults, not in Settings -> General.
Payout method
PayPal and Wise are export-assisted: AffiliateBase creates payout and export records, then you pay affiliates in PayPal or Wise and mark the payouts paid. The default for new accounts is PayPal.
To pay affiliates from your Stripe balance instead, open Settings -> Stripe Payouts. You need your own Stripe Connect platform with an approved platform profile. Set up Stripe Connect in the Stripe Dashboard, create a restricted key just for AffiliateBase, and add it. Saving the key runs the checks. Then confirm your platform profile and branding in the setup steps, and use Re-check with Stripe whenever you change something in Stripe. Turn on Stripe payouts appears once the first four steps are done. Payout method then shows Stripe Connect, with a link to manage it in Stripe Payouts. Stripe Connect can’t be chosen as a Payout method card directly. See Pay affiliates through Stripe.
To stop paying through Stripe, change Payout method to PayPal or Wise. AffiliateBase deletes your restricted key when you switch. You can’t switch while a Stripe transfer is still being confirmed. See affiliate payout methods.
Stripe connection
The Connections and plan card in Settings -> General has a Stripe connection row with a status badge, such as Connected — Live mode, Connected — Test mode, Reconnect required, or Not connected.
When Stripe is not connected, or needs to be reconnected, Connect Stripe or Reconnect Stripe appears directly in the card. Otherwise, choose Manage on the Stripe connection row to see:
- Stripe account ID
- Last disconnected
- Reconnect Stripe and Disconnect Stripe
- Connected the wrong Stripe account? (owners only) A test-mode connection supports setup, but live payments are not attributed until Stripe is reconnected in live mode. Disconnecting Stripe also deletes any restricted key saved for Stripe payouts.
Disconnecting stops AffiliateBase from using your Stripe data, but Stripe keeps sending your account’s events while the AffiliateBase app is installed. To stop that, also uninstall the AffiliateBase app from the installed apps in your Stripe Dashboard. AffiliateBase keeps only identifiers for events it receives after you disconnect.
Billing
Open Settings -> Billing to see Current plan, Status, and Referral usage this month. The Free plan includes up to 5 tracked referrals per month. Paid plans (Starter, Growth, and Pro, each billed monthly or annually) have no referral limit.
- To upgrade from Free, select Start plan on a plan under Choose a paid plan. Checkout is hosted by Stripe.
- To change plan or update payment details on an existing paid subscription, select Manage billing (or Change plan on another plan). Both open the Stripe Customer Portal.
When billing blocks tracking, a Limited mode panel shows the held activity: Frozen referrals, Blocked Stripe conversions, and Held payment volume. Historical records stay intact.
When billing data is available, the Connections and plan card also shows your plan, its status when it isn’t active, and the reason if tracking is blocked. Owners and admins can open Manage billing from there. See billing, team, and account settings for billing status checks before launch.
Delete the account
The Delete workspace section at the bottom of Settings -> General lets the account owner permanently delete the account. Only the owner can do this, and members don’t see the controls.
- Open Delete workspace… and enter your Current password.
- In Type DELETE to confirm, type
DELETE. - Choose Preview account deletion and review the Deletion impact summary.
- Enter your password and
DELETEagain, then choose Delete account permanently.
Deletion only works when no blocked historical records remain. If the preview lists anything under Blocked:, such as campaigns, affiliates, referrals or sales, the account can’t be deleted from Settings. The owner can ask us to delete it instead:
- Under Request deletion, enter your Current password.
- Choose Request account deletion and confirm.
The request goes to support from you, and Settings shows the date you sent it. We confirm in Support and by email before anything is deleted. We delete or anonymize personal data, and keep the financial records needed for tax and legal compliance for up to 7 years without personal details before deleting them too.
Related settings pages
Other settings have their own pages:
- Team members and invitations: Settings -> Team
- API keys: Settings -> API keys
- Portal customization: Settings -> Affiliate portal
- Notification preferences: Settings -> Notifications
Troubleshooting
Tracking blocked in settings
Tracking is blocked by a billing issue. Check:
- Your current subscription Status in Settings -> Billing.
- Referral usage this month against your plan limit.
- Billing status in Stripe, through Manage billing.
Stripe shows not connected
Check:
- You chose Connect Stripe (or Reconnect Stripe), approved AffiliateBase in Stripe, and returned to AffiliateBase.
- Stripe account ID shows an ID under Manage on the Stripe connection row in Settings -> General.
- The reconnect flow completes without authorization errors.
Next steps
- Configure billing and account admin settings
- Configure team members
- Configure API keys and REST API