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Overview
This guide shows you how to use Everflow's Partner management tools, from basic tasks like updating Partner details to advanced features for managing large programs.
You'll learn some of the essential features to keep your Affiliate partnerships running smoothly.
Navigating Partner Management
Basic Navigation
Access Partner Management:
Click
Partners
in the main navigationSelect
Manage
from the dropdownView tabs: Existing, Pending (1), Unverified
Quick Actions
Add new Partner with
+Partner
buttonSearch Partners (search bar)
Filter views
Access table actions with
vertical dots
Available Tabs
Tab
Description
Existing
Active Partner accounts
Pending
Applications awaiting review. By clicking three vertical dots, you can reject or approve.
Unverified
Partners pending email verification. By clicking three vertical dots, you may bypass email verification or resend the verification email.
Partner List Management
Navigate to
Partners -> Manage
by opening the hamburger menu on your left. This page gives you an overview of Partners in your Everflow instance.Essential List Features
- Partner ID and Name
- Country
- Partner Manager
- Labels
- Today's Revenue
- Payment Method
Advanced List Functions
Feature
Options
Table Customization
Click vertical dots
for Table Actions
Options include:
Bulk Edit
Request Outstanding Balance
Export Partners
Export User Emails
Columns Customization
Show API Request
Filtering
System Account Executive
Billing Frequency
Country
Has Run Traffic
Label
Partner Manager
Partner Tiers
Payment Method
Payment Terms
Region
Tracking Domain
Status Management
All (grey dot)
Active (green dot)
Inactive (yellow dot)
Suspended (red dot)
Partner Details Page
Accessing Partner Details
Click on Partner name in the list view
Direct navigation via
Partners -> Partner Name
Use
the search bar -> type in Partner name or ID
Available Tabs
Tab
Details
General
Basic information
Status
Partner Manager
Currency settings
Created/Modified dates
Billing
Payment method
Tax ID/VAT
Billing frequency
Payment terms
Visibility
Offer access controls
Visibility settings
Permission management
Users
Add or delete Partner Users
Custom Settings
Offer-specific Custom Settings Management
Additional Tabs
Postbacks
Offer Applications
T&Cs
Scheduled Actions
APIDocuments
Tracking Domains
Platform Usage
History
Customizing Partner Details View
Click
Preferences
(gear icon)Select
Partner Page Tabs
Toggle desired sections
Reset to default if needed
Bulk Partner Management
Selecting Partners for Bulk Actions
Use checkboxes to select Partners
Click
Actions
dropdownChange Status
Change Notification Preferences
Bulk Edit
Request Outstanding Balances
Bulk Editing
- General (Partner Manager, Currency, Status, etc,)
- Billing (Payment Method, Frequency, etc.)
- Referral (Method, Duration etc.)
Examples
Partner List Management
Scenario: Basic Setup
Access Partners section through main navigation and Manage dropdown
Pick and choose what data you may or may not need, including Partner ID, Country, Today's Revenue, and Partner Manager
You can do a lot of actions from there (e.g. Configure payment method)
Add custom labels for organization
Use table customization options for relevant views
Bulk Management Tasks
Scenario: Multiple Partner Updates
Select Partners using checkboxes in the list view
Use bulk edit features for status changes
Update notification preferences across multiple accounts
Request outstanding balances for selected Partners
Export Partner data when needed
Partner Detail Configuration
Scenario: Individual Partner Setup
Configure general information including status and currency settings
Set up billing information including payment method and frequency
Manage visibility settings and Offer access controls
Add or modify Partner users through the Users tab (you need to create a User if you want a Partner to have access to Partner Platform)
Review tracking domains, platform usage details, and reporting data
These examples show common ways to use the Partner management features. Each scenario covers tasks you can do with the available tools in your Partner management interface.
Naturally, you will find your own ways to go about Partner management and how to save some time on manual tasks.
Partner Status: Suspended vs. Inactive
Suspended vs. Inactive
Both statuses behave the same way functionally.
There is no functional difference between setting a Partner to Inactive versus Suspended — the distinction is only semantic.
For example, you may choose to set a Partner that was blocked due to fraudulent activity to Suspended, while using Inactive for Partners that are simply not currently running.
