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Affiliate Details (Admin)

Open an active affiliate from Affiliates → Manage Affiliates → Active Affiliates to manage account data, referrals, commissions, and settings.

Path: Affiliates → Manage Affiliates → Active AffiliatesView (eye icon)


Affiliate header

The header shows summary information and quick actions for the selected affiliate:

AreaExamples
ProfileName, email, CRN, contact number, address
StatusACTIVE
StateONBOARDING_COMPLETE
Signup dateRegistration timestamp
Affiliate forDuration since approval
Last loginLast affiliate portal login

Quick actions may include login as affiliate, reset password, send message, and manage profile.


Detail tabs

TabPurpose
SummaryPerformance stats and referral link
Account DetailsEdit name, address, currency, status
Tax DocumentsW8 / W9 uploads from registration
Referred SignupsCustomers who registered via this affiliate
CommissionsEarned commissions per referred customer
Payout HistoryPast payout records
Commission SettingProgram and commission rules for this affiliate
Activity LogsLogin and general activity
AuthenticationSecurity and login settings

Summary

Screenshot: Admin — Affiliate Summary tab

Performance stats

MetricDescription
Total ClicksReferral link clicks
Today Sign UpSignups today
ConversionsConversion rate

Referral information

ItemDescription
Your Unique Referral LinkFull URL — copy or open in new tab
Your Unique Referral codeShort code customers can use at signup
Social sharingShare link on Facebook, Twitter, LinkedIn

Affiliates see the same referral information on their dashboard after login.


Account Details

Screenshot: Admin — Affiliate Account Details tab

Admins can update affiliate account fields:

FieldDescription
NameAffiliate display name
EmailRegistered email
AddressBilling address lines
Country / State / CityLocation dropdowns
Postal CodeZIP or postal code
StatusFor example ACTIVE
Billing Details — CurrencyPayout currency — for example USD

Click Submit to save changes.


Tax Documents

Review W8 and W9 documents uploaded during registration Step 2 (optional at signup).

Use this tab to confirm tax information before payouts — see Taxation.


Referred Signups

Lists customers who registered using this affiliate's link or code.

Screenshot: Admin — Referred Signups (empty)

Screenshot: Admin — Referred Signups with data

ColumnDescription
CRNCustomer reference number
NameCustomer name
CommissionCommission attributed to this referral
StatusCustomer account status — for example ACTIVE
Created AtSignup timestamp

CMP stores the affiliate–customer relationship when the customer registers via the referral link.


Commissions

Screenshot: Admin — Affiliate Commissions tab

View commission rows for referred customers.

ColumnDescription
Customer IDReferred customer
Customer NameCustomer display name
RateCommission rate value
TypePercentage (only commission type in current release)
AmountCalculated commission
Payable AmountAmount eligible for payout after holding duration and other program rules
StatusFor example Pending
Created AtWhen commission was recorded

Add custom commission

Admins can add a manual commission from the + Add Commission button.

Screenshot: Admin — Add Custom Commission

FieldDescription
Select CustomerReferred customer for this commission
Amount ($)Manual commission amount
DescriptionFor example Manual Commission From Admin

Use manual commissions for adjustments or special cases — including debits for chargebacks where your process supports assigning debits to the commission account.

Click Submit to save.


Payout History

Shows past payouts for this affiliate — amounts, settlement dates, and paid status.

Pending amounts do not appear here until they pass the program Payout Holding Duration and are generated on a settlement day — see Payout eligibility.

Admins transfer funds externally and mark payouts as paid in Affiliates → Affiliate PayoutsMark as paid. All payouts are manual; CMP does not automate fund transfer.


Commission Setting

Screenshot: Admin — Affiliate Commission Setting tab

Shows the Affiliate Program and commission rules assigned to this affiliate. Use + CHANGE PROGRAM to assign a different program.

Typical fields (from assigned program):

FieldExample
Program NameStack Console Affiliate Program
Commission TypePercentage (only option in current release)
Payout Schedule FrequencyMonthly (only option in current release)
Minimum Payout Threshold Amount1000 (program-specific; example programs may use USD 100)
Payout Holding Duration (in days)30 (example; programs may use 45 days) — commissions do not appear in Affiliate Payouts until this many days have passed
Commission on Renewal of ServicesApplicable or not

Full program configuration: Program, Commissions & Payouts.


Activity Logs

Screenshot: Admin — Affiliate Activity Logs tab

Sub-tabs: Login Activity · General Activity

ColumnDescription
ActionFor example USER.LOGOUT
DescriptionEvent detail
EmailAffiliate email
IP AddressClient IP
Created AtTimestamp
StatusSuccess or failure

Authentication

Manage affiliate login and security settings (password reset, authentication policy) from this tab.