Manage participants and applications

Open Manage → Affiliates. Search for the intended participant and review their application state, assigned group and plan. Use a stable record reference when names are similar. The program selector determines which records you are reviewing.

Inviting someone, registering an account, approving an application and assigning a plan are different actions. Do not resend invitations when the actual issue is pending approval.

Check the application and current program criteria before approving or declining. Inspect what a group or plan assignment changes, including content visibility and commercial rules. Preserve the earlier state so an incorrect assignment can be repaired.

Do not disclose one participant’s customer records or earnings to another. Exports and shared reports must contain only the intended recipients’ authorized information.

Customers contains referred customer records. Rewards contains commissions generated by tracked events. A participant can have a customer record without a payable reward, depending on the program’s event and approval rules.