Team Members

Add and manage team members in your organization

Table of Contents

Team Members

Invite team members to help manage your affiliate program. This guide covers adding members, roles, and access management.

Overview

Team members can:

  • Access your AffiliateBase dashboard
  • Manage affiliates and campaigns
  • View reports and analytics
  • Process payouts (depending on role)

Adding Team Members

Invite Process

  1. Go to Settings → Team Members
  2. Click Invite Member
  3. Enter their email address
  4. Select a role
  5. Click Send Invitation

What They Receive

Invited team members get:

  • Email invitation
  • Link to accept and join
  • Instructions to create account (if new)

Invitation Status

StatusMeaning
PendingInvitation sent, awaiting acceptance
AcceptedMember has joined
ExpiredInvitation expired (resend if needed)

Member Roles

Available Roles

RoleDescription
OwnerFull access, can delete organization
AdminFull access except org deletion
MemberStandard access to manage program

Role Permissions

Currently, all roles have similar access levels. Role-based permissions (restricting certain actions to specific roles) is a planned feature.

All members can:

  • View dashboard and reports
  • Manage affiliates
  • Manage campaigns
  • Process payouts
  • Access settings

Only owners can:

  • Delete the organization
  • Transfer ownership

Managing Members

Viewing Team

  1. Go to Settings → Team Members
  2. See list of all members
  3. View their role and status

Changing Roles

  1. Find the member in the list
  2. Click the role dropdown
  3. Select new role
  4. Confirm change

Removing Members

  1. Find the member in the list
  2. Click Remove or the trash icon
  3. Confirm removal

Note: You cannot remove yourself if you’re the only owner.

Resending Invitations

For pending invitations:

  1. Find the invitation
  2. Click Resend
  3. New invitation email sent

Ownership

Organization Owner

Every organization has at least one owner:

  • Full administrative control
  • Can delete organization
  • Can transfer ownership
  • Cannot be removed (unless ownership transferred)

Transferring Ownership

To transfer ownership:

  1. Add new owner as team member
  2. Contact support to transfer ownership
  3. (Self-service transfer coming soon)

Team Size Limits

By Plan

PlanTeam Members
FreeUnlimited
StarterUnlimited
GrowthUnlimited
ProUnlimited

All plans include unlimited team members.

Best Practices

For Access Management

  1. Minimum access: Only add members who need access
  2. Regular review: Periodically audit team list
  3. Remove promptly: Remove members who leave
  4. Use roles: Assign appropriate role levels

For Security

  1. Strong passwords: Encourage secure passwords
  2. Unique accounts: Each person their own account
  3. Monitor activity: Review for unusual behavior
  4. Update access: When responsibilities change

For Onboarding

When adding new team members:

  1. Share documentation and guides
  2. Walk through key workflows
  3. Explain your affiliate program goals
  4. Point them to help resources

Collaboration Tips

Splitting Responsibilities

Example division of work:

TaskAssigned To
Affiliate recruitmentMarketing team
Commission managementFinance team
Technical integrationDev team
Payout processingFinance team

Communication

Keep your team aligned:

  • Document processes
  • Share affiliate performance insights
  • Discuss commission rate changes
  • Coordinate on large payouts

Activity Tracking

Audit Logs (Coming Soon)

Future feature to track:

  • Who made changes
  • What was changed
  • When changes occurred
  • Settings modifications

Troubleshooting

Invitation Not Received

  1. Ask them to check spam/junk folder
  2. Verify email address is correct
  3. Resend the invitation
  4. Check for email blocks

Can’t Remove Member

  1. Verify you have admin/owner role
  2. Check if they’re the only owner
  3. Contact support if issues persist

Member Can’t Access

  1. Verify they accepted invitation
  2. Check they’re using correct email
  3. Have them reset password
  4. Verify account is active

Missing Permissions

  1. Check their assigned role
  2. Verify the action is allowed
  3. Update role if needed
  4. Contact support for custom needs

Future Features

Planned team management features:

  • Granular role permissions
  • Custom roles
  • Activity audit logs
  • Two-factor authentication requirement
  • SSO/SAML integration

Next Steps