Welcome to the Users page in PartnerPilot! This page is designed to help you manage access to your affiliate marketing platform efficiently. Whether you're new to affiliate marketing or looking to optimise your team's workflow, this guide will walk you through each element of the page and explain how to use it effectively.

Invite New User Section:

This area allows you to add team members to your PartnerPilot account:

• User Email Address: Enter the new user's email here.
• Name of User: Input the new user's full name.
• Choose User Role: Select either "Admin" or "User".
• "Invite New User" button: Click to send an invitation.
  
  

User Roles Explained:

• Admin: It grants full access to all features and can manage other users.
• User: It provides limited access and can't invite new users.
  
  

User Management Table:

This table provides an overview of all users with access to your account:

• Name: The user's full name.
• Email: The user's email address (used for login).
• Last Login: Date of the user's most recent access.
• Role: Either ADMIN or USER.
• Status: Active or Not Active.
• Action: Options to manage the user (e.g., "Suspend User").
  
  

Important Notes:

• Users with the ADMIN role cannot be suspended. This ensures that there's always at least one person with full access to manage the account.
• The "Not Active" status typically means the user hasn't accepted their invitation or has been suspended.
  
  

Using the User Management Features:

• Inviting New Users: Fill out the form in the "Invite New User" section. Choose the appropriate role based on the level of access needed.
• Monitoring Activity: The "Last Login" column helps you track user engagement with the platform.
• Managing Access: Use the "Suspend User" button to revoke access for a user if needed. Remember, you can't suspend ADMIN users.
  
  

Best Practices for User Management:

• Regularly review your user list to ensure all active users still require access.
• Assign the ADMIN role judiciously, as these users have full control over your account.
• Use the USER role for team members who need to view data or perform specific tasks but don't require full administrative access.
• When team members leave your organisation, promptly suspend their accounts to maintain security.

Why User Management Matters in Affiliate Marketing:

Effective user management is crucial in affiliate marketing for several reasons:

• Security: Controlling who has access to your affiliate data protects your business and your partners.
• Efficiency: Assigning appropriate roles ensures team members have the right tools to do their jobs effectively.
• Compliance: Proper user management helps maintain compliance with data protection regulations.

The Users page in PartnerPilot is your central hub for managing access to your affiliate marketing platform. By understanding and effectively using these tools, you can ensure that your team collaborates efficiently and securely. Remember, if you have any questions about user management or need assistance, don't hesitate to contact our support team. We're here to help you make the most of your affiliate marketing efforts!