Manage Customers, Commissions and Ownership Under an Affiliate

Open an affiliate's profile to correct customer records, stop commissions on suspicious accounts, or transfer customers to another affiliate.

Delete or Disable a Customer

1. Open the affiliate's profile and go to the Customers tab.
2. Find the customer using search or filters.
3. Choose Delete to remove the association (future commissions from that customer stop), or open the three-dot menu and select Disable Customer.

A disabled customer is tagged Disabled. No further sales are tracked and no new commissions are generated, which is helpful for fraudulent sign-ups. Only disabled customers can be re-enabled, using Enable Customer from the same menu.

Delete a Commission

On the Commissions tab, find the entry. Only denied commissions can be deleted, so deny it first, then use the three-dot menu to delete and confirm.

Move a Customer to Another Affiliate

1. In the current affiliate's profile, scroll to Customers.
2. Click the three-dot menu next to the customer and choose Move Customer.
3. Select the destination affiliate.
4. Switch on Also move all associated commissions if unpaid commissions should follow.
5. Click Move.

Restrictions

• A customer can only be moved within the same campaign.
• Only unpaid commissions transfer. Paid commissions stay with the original affiliate.

Good to know: Prefer disabling over deleting when you might need to review the customer's history later.