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Getting startedProgram settings

Change program settings

Open Program settings for access and portal controls. Pick the right program before making a change.

Program settings for customer privacy, links, and terms

Customer privacy

Choose Show customer names to affiliates if affiliates need names. Choose Hide customer identities to hide them again. Emails and payment IDs are always hidden from affiliates.

Choose Edit link permissions. Set whether links are visible in the portal and whether affiliates can personalize codes. These are separate choices.

Program terms

  1. Choose Edit terms link.
  2. Enable Show terms on signup and enter your public Terms page URL.
  3. Set Require acceptance to Yes if affiliates must agree before applying.
  4. Save, then open the affiliate portal. Check that the link loads the right page.

When acceptance is required, a new affiliate must check I agree to the program terms of service. If you change the settings while an affiliate is filling in the form, they must refresh and read the current terms.

Open an affiliate’s View profile to see the accepted version, link and date. Changing the terms later keeps the old acceptance record. This applies to new applications. Existing affiliates are not asked to accept again, including when they activate an invitation for an existing affiliate record. The record stores the link, not a copy of the linked page. Use a new URL when you publish new terms so the old link still shows what the affiliate read.

The owner's record of accepted program terms

Pause or resume

Use Pause program to stop new tracking writes and new payment commissions. Use Resume program to restart. Existing records stay saved.

The portal path is shown on this page. Custom portal domains and a full portal branding editor are not available.