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Perform Bulk actions for Affiliates

Overview: 

Performing bulk actions for affiliates allows you to manage multiple affiliate accounts at once, such as updating statuses, assigning roles, or applying changes in a single operation. This helps improve efficiency and ensures consistency when managing a large number of affiliates.

Follow these steps to perform bulk actions for Affiliates: 

Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.
Step 1: On your dashboard, hover over the user dropdown menu in the top-right corner.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 2: From the dropdown menu, click “Settings” to navigate to the Settings page.

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 3: You will then be navigated to the Settings page. Click on Users / Partners / Affiliates

Step 4: Click on the Affiliates tab to view and manage the Affiliates section.

Step 4: Click on the Affiliates tab to view and manage the Affiliates section.

Step 5: Select multiple users.

Step 5: Select multiple users.

Step 6: Additional options will appear. You can customize the access levels or Assign Products. Click Custom Access Levels

Step 6: Additional options will appear. You can customize the access levels or Assign Products. Click Custom Access Levels

Step 7: There are two ways to customize the access level: A La Carte Changes or by simply selecting a pre-made access level. Click on A La Carte Changes.

Step 7: There are two ways to customize the access level: A La Carte Changes or by simply selecting a pre-made access level. Click on A La Carte Changes.

Step 8: A pop-up will appear, allowing you to set each setting to None, View Only, or Modify. Click Save when you are done.

Step 8: A pop-up will appear where you can specifically alter each setting to None, View Only, or Modify. Click Save when you are done.

Step 9: The second option is Change Access Level. Click on the Change Access Level option. A pop-up will appear, allowing you to select a predefined access level. Click the Update button to save the change.

Step 9: The second option is Change Access Level. Click on the Change Access Level option. A pop-up will appear where you can select a pre-made access level. Click the Update button to save the change.

Step 10: Click on Assign Products.

Step 10: Click on Assign Products.

Step 11: A pop-up will appear where you can add products. Click the + Add Product button.

Step 11: A pop-up will appear where you can add products. Click the + Add Product button.

Step 12: From here, you can select the product, choose either Flat or Percentage, and enter the rate. Click Done when finished.

Step 12: From here, you can select the product, choose either Flat or Percentage, and enter the rate. Click Done when finished.

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