This guide is for account owners and admins preparing to launch an affiliate program. It summarizes the pages under Settings that control billing status, team access, and program-wide settings, and links to the full guide for each. Only owners and admins can change these settings; members can open Settings -> Profile and view Settings -> General, but cannot save changes or open the other settings pages.
Billing
Open Settings -> Billing to see:
- Current plan and Status
- Referral usage this month against your plan limit (the Free plan includes up to 5 tracked referrals per month)
- The reason tracking is blocked, when a billing issue exists
From the same page, start a paid plan with Start plan under Choose a paid plan (Monthly or Annual), or select Manage billing to change plans or update payment details for an existing paid subscription in the Stripe Customer Portal. When tracking is blocked, a Limited mode panel shows Frozen referrals, Blocked Stripe conversions, and Held payment volume. Historical records stay intact.
Billing status can affect tracking. If billing blocks the account, resolve the subscription or referral-limit issue before you troubleshoot attribution. Details are in account settings.
Team management
Manage team access in Settings -> Team. You can invite team members as Owner, Admin, or Member, resend or revoke pending invitations, and archive, restore, or delete members. Use the least privilege that lets the teammate do their job. AffiliateBase requires at least one active owner. Only an owner can grant, change, or remove the owner role.
Invite affiliates from Affiliates -> Invite affiliate, not from the Team page.
Role permissions and the invitation lifecycle are in manage team members.
Notification preferences
Owners and admins manage their own email notifications in Settings -> Notifications. Members don’t receive account email notifications, so the page isn’t available to them. Affiliates manage affiliate portal notification preferences separately, such as the notice that a payout was marked paid.
Account settings
Settings -> General contains Workspace name, Portal address (your affiliate portal subdomain), Payout method, Approved checkout hosts, and the Connections and plan card with the Stripe connection row.
The payout method determines how payout workflows handle recipient details and exports. PayPal and Wise are export-assisted methods. To pay affiliates by Stripe transfer from your Stripe balance, set up Stripe payouts in Settings -> Stripe Payouts. Stripe is still required for payment tracking and commission calculation. Field details are in account settings.
Pre-launch checklist
Before launch, confirm:
- Status in Settings -> Billing is active, or the account is intentionally on the Free plan.
- The Stripe connection row shows Connected — Live mode.
- At least one admin or owner can manage settings.
- Team members have appropriate roles.
- Portal address is saved.
- Payout method matches your intended payout workflow.