Affiliates
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      Manage Affiliate Users

      The Manage Affiliate Users section enables you to manage and add new affiliate users and search for existing ones.

      The Affiliate User is the system user from the side of the Affiliate company and represents the company employee. The Affiliate entity represents the company for which the related affiliate users will be created. This user has no access to the creation of a new user. 

      The “Manage Affiliate Users” section allows you to search, manage existing, and create new affiliate users. 

      To view the list, go to the Affiliates > Manage Affiliate Users section.

      You can narrow down the search results by using the following filters:

      • Email / Nickname / ID: Enter the corresponding email address, nickname, or ID of the particular affiliate user. 
      • Status: Select the ongoing status of the affiliate user (Active, Disabled, or Deleted). 
      • Registration Date: Select the date range for the affiliate user registration date. 
      • Expiration Date: Select the date range for the affiliate user activity expiration date. 
      • Group: Select the user group with which the affiliate user is associated (Lynx Affiliate, Lynx Affiliate Senior). 
      • Affiliate: Select the corresponding affiliate to which the particular affiliate user is related. 

      Note: The Affiliate Agent will be able to display information only about the affiliate users that are associated with them, along with the reporting data. 

      The list of affiliate users contains the following information:

      • ID: The unique identification number of the affiliate user. 
      • Status: The ongoing status of the affiliate user (Active, Disabled, or Deleted). To change the current status of the affiliate user, click the “Status” button, select the corresponding status, attach a comment if needed in the pop-up window, and click the “Save” button to complete the action. 

      • Nickname: The nickname of the affiliate user. 
      • Activity: The ongoing status of the affiliate user activity. 
      • Full Name: The full name of the affiliate user. 
      • Email: The email address associated with the affiliate user.
      • Group: The user group with which the affiliate user is associated. 
      • Affiliate: The name of the affiliate with whom the particular affiliate user is associated. 
      • Created: The date and time of the affiliate user creation. 
      • Expiration Date: The date and time of the affiliate user activity expiration. 

      To create a new affiliate user, click the “New” button and follow the instructions from this Knowledge Base article. 

      Note: If you need to keep the affiliate user account active endlessly, select the “Never” option in the “Expiration Date” field during its creation. 

      To change the current password of the affiliate user, select the one from the list, and click the “Change password” button in the “Actions” column. 

      Enter a new password with its repetition in the corresponding fields of the “Change Password” pop-up window and click the “Save” button to complete the action. 

      To edit general information about the affiliate user, click the “Edit” button in the “Actions” column. 

      You will be redirected to the General Edit settings of the affiliate user. 

      The following settings are available:

      • Email: The email address of the affiliate user (can not be changed). 
      • Nickname: The nickname of the affiliate user. 
      • Affiliate: The affiliate that is related to the particular affiliate user.  
      • Group: The user group with which the affiliate user is associated. 
      • Status: The ongoing status of the affiliate user. 
      • Expiration Date: The date and time of the affiliate user activity expiration. 
      • First name: The first name of the affiliate user. 
      • Last name: The last name of the affiliate user.
      Change the required information or settings for the affiliate user and click the “Save” button to complete the action. 

      You will be redirected to the Affiliate User View section. The following tabs are available:

      • Main
      • Contacts
      • Tickets
      • Login History
      • Comments
      • IP Allowlist

      Main tab

      The “Main” tab displays general information about the affiliate user:

      • ID: The unique identification number of the affiliate user. 
      • Nickname: The nickname of the affiliate user. 
      • Main email: The primary email address that is associated with the affiliate user. 
      • Status: The ongoing status of the affiliate user. To change the current status of the affiliate user, click the “Status” button, select the corresponding status, attach a comment if needed in the pop-up window, and click the “Save” button to complete the action. 

      • Name: The name of the affiliate user. 
      • Registration date: The date and time of the affiliate user registration in the system. 
      • Expiration Date: The date of the affiliate user account expiration. 
      • Groups: The user group that is associated with the affiliate user. 

      Contacts 

      The “Contacts” tab allows you to add, delete, and set primary contact details for the affiliate user. 

      To create a new contact record, click the “Add New Record” button, select the type of contact you would like to add (Email, Cell Phone, Landline, Physical Address, or Website) in the “Type” field, enter the corresponding contact, address or website information in the related field of the “Add New” pop-up window respectively, and click the “Add” button to complete the action. 
       
      To change contact priority, click the “Set Primary” button in the “Actions” column. Confirm the operation by clicking the “Set Primary” button in the pop-up window, and follow the instructions from the system to complete the verification and setting process. 
       
      To remove the contact record from the list, click the “Delete” button in the “Actions” column. Confirm the deletion operation by clicking the “Delete” button in the pop-up window. 

      Tickets

      The “Tickets” tab allows you to view and manage tickets connected with the affiliate user. 

      You can narrow down the search results by using the following:

      • Ticket ID: Enter the unique identification number of the ticket. 
      • Ticket Status: The ongoing status of the ticket. 
      • Group: Select the topic group to which the ticket is related. 
      • Manager: Select the manager that is assigned to the ticket. 

      The list of available tickets contains the following information:

      • ID: The unique identification number of the ticket. 
      • Status: The ongoing status of the ticket. 
      • Updated: The date and time of the last update received on the ticket. 
      • Subject: The subject of the issue described in the ticket. 
      • User: The name of the user who created the ticket. 
      • Group: The name of the topic group that is attached to the ticket. 
      • Messages: The number of messages left in the ticket thread. 
      • Manager: The name of the manager to whom the ticket is assigned. 

      To view and manage the detailed information about the ticket, click the “Show Thread” button in the “Actions” column. 

      To edit the ticket status, click the “Change status” button in the “Actions” column and fill in the data fields in the “Change status” pop-up window. 

      • Status: Change the ongoing status of the ticket. 
      • Category: Change the category to which the ticket is related. 
      • Assigned To: Change the manager that is assigned to the particular ticket. 

      Click the “Save” button to complete the changes. 

      Login History

      The “Login History” tab displays information about the affiliate user’s login activity. 

      The following information is available:

      • Date: The date and time of the affiliate user login. 
      • IP: The affiliate user's IP address. 
      • Auth Type: The type of authentication that was used during the affiliate user authorization. 
      • Browser: The full information about the user agent that was used by the affiliate user during the login. 

      Comments

      The “Comments” tab allows you to display and create Personal and General comments in the appropriate subtabs. The list displays the comment, the user who created this comment, and the date of the comment creation. 

       

      To add a new comment, click the “Add Comment” button, fill in the text of the comment in the corresponding field, and click the “Save” button to complete the comment creation. 

      IP Allowlist

      The “IP Allowlist” tab allows you to add and manage particular IP addresses of the affiliate user for which login is allowed. This feature helps to prevent the login from another IP address, and it can be used for security purposes. 

      The list of added IP addresses contains the following information:

      • IP Address: The particular IP Address of the affiliate user. 
      • Created At: The date and time of the allowlist IP record creation. 
      • Expiration Date: The date and time when the allowlist record IP will expire. 

      To add a new allowlist IP record, click the “Add New Record” button, fill in the particular IP address, set the expiration date and time for the record activity, and click the “Add” button to complete the action.  

      To edit the existing allowlist IP record, select the one from the list, click the “Edit” button in the “Action” column, change the required information in the corresponding field of the pop-up, and click the “Update” button to complete the action. 

      To delete the existing allowlist IP record, click the “Delete” button in the “Action” column. Confirm the deletion operation by entering the corresponding value in the field and clicking the “Yes” button in the “Delete” pop-up window.