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Affiliate Statuses

Depending on the affiliate onboarding flow, affiliates may progress through several statuses. Each status represents a specific stage in the onboarding process, as described below.

Approved​

The user has been approved as an affiliate.

  • Can login
  • Has access to his full portal (according to his permissions)

Rejected​

The user has been rejected as an affiliate.

  • Can login
  • Doesn't have access to the full portal.
  • A message will be displayed indicating that the user has been rejected, along with the reason for the rejection.

Pending​

The user registered as an affiliate but needs to upload a document or complete a required step.

  • Can login
  • Doesn't have access to the full portal.
  • A message will be displayed indicating that the user is pending, along with any required documents that need to be uploaded.

Needs Attention​

The user has uploaded the required documents and is now awaiting manager review and final approval of their status.

  • Can login
  • Doesn't have access to the full portal.
  • A message will be displayed indicating that the user status.

Incomplete​

The user has uploaded incomplete or invalid documents and needs to fix it.

  • Can login
  • Doesn't have access to the full portal.
  • A message will be displayed indicating that the user status is Incomplete and managers can add more context in the status reason field.

Archived​

The user has been archived.

  • Cannot login
  • When attempting to login a message will be shown "our account is no longer active. Please contact support."

Changing an Affiliate's Status​

Navigate to Affiliates → Management → Locate the relevant affiliate → Click the three-dot icon under the Action column → Update Status