Settings is where you configure the workspace itself: how it looks, what it allows, how it measures, and who can get into it.
It is not the same thing as your personal account. Your name, email, password and billing details belong to your PalDock account and follow you into every workspace you have access to. See One Account, Multiple Workspaces.
Settings is divided into six areas:
- General covers branding, defaults for new partners and advertisers, what the workspace permits, and minimum payouts.
- Users is who has access and what they are allowed to do.
- Tracking covers domains, conversion types, the cookie window, lead uniqueness and what is excluded from measurement.
- Labels are the tags and categories you use to organise things across the workspace.
- Fields are the fields available to every structure in the workspace.
- Billing and documents is invoicing and the paperwork behind it.
Everything here applies to one workspace. If you run several, each has its own settings.
General
Customization
How the workspace presents itself to partners and advertisers.
- Name is what people see. Slug is the short form used in URLs.
- Workspace domain is the address the portal runs on.
- Logo, dark mode logo and favicon. Upload the dark version too, otherwise a light logo disappears against a dark background.
- Workspace template sets the default look and the terminology for your vertical, such as lending.
Default settings
Values applied to everything created in the workspace unless something overrides them.
- Default country and default currency are what a new offer, partner or advertiser starts with.
- Affiliate billing decides whether billing follows the workspace settings or is handled per partner.
- New partners and new advertisers decide what happens when somebody registers: approve them automatically, or hold them for manual approval. Automatic is convenient and means anyone who finds your registration form is in.
- Show my affiliate program in the catalog lists your program publicly so affiliates can approach you. Leave it off if you only work with partners you recruit yourself.
- Categories decide where your program appears in that catalog.
Options
- What the workspace permits. These are the settings that change what other people can do, so they are worth going through deliberately rather than leaving at their defaults.
- Allowed sources limits how leads may reach you: a link, an iframe, or the API. Turning one off closes that route for everyone in the workspace.
- Allowed form edits decides how far a partner may customise an embedded form. Colours and texts are the usual choices. The more you allow, the further a form can drift from what you designed.
- Lead sharing with partners decides whether partners can see lead data, rather than only counts and payouts.
- Custom pingtrees decides whether partners may build their own distribution rather than using yours.
- Custom tokens decides whether partners may define their own parameters.
- Lead anonymisation removes personal data from leads after a set time, counted from when the lead arrived. The default of 86 400 seconds is one day. This is the setting people reach for when a retention rule requires it, so check what your obligations actually are before changing it, in either direction.
Minimum payouts
The smallest amount a partner has to reach before they can be paid, set per currency. Set one for every currency you actually pay in. A partner earning in a currency with no minimum has nothing to reach, which is rarely what anyone intended.
