User Management is where you decide who is in your workspace and what they are allowed to do. There are three kinds of people in it.
- Affiliates: the partners who promote your offers and get paid for the traffic they bring.
- Advertisers: the companies whose offers you run and who pay you for the results.
- Admins: your own team, with permissions deciding how much of the workspace each of them sees.
One account, many workspaces
Nobody registers twice in PalDock. A person or a company has one account, and that account connects to as many workspaces as they work with. See One Account, Multiple Workspaces.
That splits their data in two:
- Global fields belong to the account. Email, nickname, billing details. They follow the user everywhere, and only the user can change them. A change propagates to every workspace they are in.
- Custom fields belong to your workspace. You define them, you can edit them, and nobody else sees them.
For a partner who already has a PalDock account, joining you is one click and the global fields are already filled in. The only thing left is whatever custom fields you ask for, which is a good reason to ask for few. See Local, Global and Custom fields.
How people get in
Three routes, for affiliates and advertisers alike:
- They register themselves through your registration form. What that form asks for is set by the user structure.
- You invite them by email.
- You add them manually. Email and nickname are enough. They fill in the rest when they log in.
Whether a new registration is live immediately or waits for you is a workspace setting, along with whether your program is listed publicly in the catalog. See Settings.
Admins are different. You create subaccounts for colleagues and assign them permissions, and they do not self-register.
What each type can see
Partners work inside the same interface you do, with their own data only.
- Affiliates see their offers, their traffic, and what they earn. What you pay them is labelled Revenue on their side. They are never shown which channel bought a lead.
- Advertisers see the offers they own and what they pay. What they pay is labelled Costs on their side, and they see nothing about your affiliates.
- Admins see what their permissions allow. An admin assigned to manage specific partners sees only the results of those partners.
See Transactions report for how columns change per role, and Filters for what a partner can and cannot filter by.
Organising accounts
Whatever the type, an account can be categorised by country, language, category, and tags. Those are not decoration. They are filters and grouping dimensions in every report, which is what makes them worth setting when the account is created rather than later.
Two settings do more than organise:
- Commission group on an affiliate decides which commissions apply to them. It is how you pay different partners differently for the same offer.
- Management assigns an admin to an affiliate or an advertiser. That admin then sees only the accounts they manage.
Access can be suspended or removed without deleting anything. The account keeps existing in PalDock and in its other workspaces, it simply stops having access to yours.
