The Publishers section allows you to view and manage the list of the Publishers and Pre-Registered Publisher users, check the current status, and review other details related to the Publishers.

The Publishers section contains the following tabs:

Publisher List

Pre-Registered Publishers

Rev-Share Summary Report (Call Logic only). Read more about the report in this Knowledge Base article.

To view the Publisher list, go to the Publisher Management > Publishers section.

Publisher List

The Publisher List tab allows you to review and manage the Publishers, their questionnaire, and paused status.

The “Publisher List” tab contains the following information:

  • ID: The unique identification number of the Publisher. To view the Publisher configuration page, click the Publisher ID or the “View” button in the “Actions” column.

  • Nickname: The nickname of the Publisher. The nickname is shown in all reports, along with publisher ID.

  • Name: The name of the Publisher.

  • Email: The email address of the Publisher.

  • Last Activity: The date for the last send lead or call from the Publisher.

  • Status: The status of the Publisher (Active/ Disabled/ Deleted/ Pending).

  • Paused: Click the button to activate or pause the Publisher.

  • Pause Reason: The reason for the Publisher’s pause.

  • Registration Date: The date of the Publisher registration.

  • Label: The name of the Label.

  • Manager(s): The name of the manager assigned to the Publisher.

  • Questionnaire: The progress status of the Publisher’s questionnaire completion.

You can narrow down the result using the following filters:

  • Email / Nickname / ID / Hash ID: Select one option from the list: email, nickname, ID, or Hash ID.

  • Status: Select the Publisher's Status (Active/ Disabled/ Deleted/ Pending).

  • Registration Date: Select the date range for the Publisher registration.

  • Questionnaire Status: Select the status of the questionnaire completion (Pending: User Action Required/ Completed: Confirmed/ Edited by Manager: Pending User Action/ Completed: Pending Review/ Rejected: Requested More Details/ Edit by User: Pending Manager Review/ Editing be Manager: Pending User Action).

  • Publisher Agent: Select the Publisher Agent.

  • Show Referrals: Select the checkbox to show Publishers referred by other users.

  • Referral: Select the Referral.

  • Label: Select the Label.

  • Paused: Select the paused status (Active/ Paused).

  • Show Transfers: Select the checkbox to show the transfers.

To create a new Publisher, click the “Create New User” button and fill the following fields in the “Create User” pop-up window:

  • Nick Name: Enter the nickname for the user.

  • First name: Enter the first name (optional).

  • Last name: Enter the last name (optional).

  • Email: Enter the Email address.

  • Password: Enter the password.

  • Phone Number: Enter the phone number for the user (optional).

  • Account Representative: Select the account representative.

To create a copy of the existing Publisher, click the “Clone” button in the “Actions” column. In the “Clone” pop-up window, you can change the Email address, NickName, and select the Status for the cloned Publisher.

Click the “Campaign filter” button in the “Action” column to be redirected to the Sources By Campaign report.

Click the ”Edit” button in the “Action” column to view and edit the Publisher details. In the “Edit” pop-up window, you can change the NickName, the Status, add or remove Groups, and select the Available Products (LMS/Call Logic).

To change the password for the Publisher, click the “Change Password” button in the “Actions” column, enter and repeat the new password in the “Change Password” pop-up window.

Pre-Registered Publishers

The Pre-Registered Publishers tab allows you to view and manage the Pre-Registered Publishers.

The “Pre-Registered Publishers” tab contains the following information:

  • ID: The unique identification number of the pre-registered publisher.

  • Company: The name of the Company.

  • Cell Phone: The cell phone number.

  • Nickname: The nickname of the Publisher.

  • First Name: The first name of the Publisher.

  • Last Name: The last name of the Publisher.

  • Email: The email address.

  • Skype: The Skype address.

  • Publisher Agent: The name of the Publisher Agent.

  • Referral: The name of the referral.

  • Registration Date: The date of the Publisher registration.

You can narrow down the result using the following filters:

  • Email / Nickname / ID / Hash ID: Enter one option from the suggested variants, e.g., email, nickname, ID, or Hash ID.

  • Status: Select the Publisher's Status (Active/ Disabled/ Deleted/ Pending).

  • Registration Date: Select the date range for the Publisher registration.

  • Publisher Agent: Select the Publisher Agent.

  • Referral: Select the Referral.

To approve the pre-registered user, click the “Approve” button in the “Actions” column and confirm it in the ”Approve” pop-up window. Click the “Re Activate” button in the “Action” column to send an email with the activation link to the user and confirm the action in the “Re Activate” pop-up window.

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