Adding a New User/Partner
Navigate to the users page, and click “add user button” specify user information and click Create
- Name – users name
- Email – users email, this is used for platform login
- Company – Users company name
- Phone number – Users Phone Number
- Currency – This specifies the users default currency
There are various types of user roles in the platform, each having variations of access and reporting views.
- Admin – These are for platform administrators. Internal users who are able create, and modify all fields in the platform
- Analyst – An admin level view with read-only access. They can view “edit screens” but can never submit updates.
- Affiliate – These users can only see their information and offers/deals which are assigned to them by an admin.