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All rolesGuide

Roles and audiences

Understand the difference between visitors, merchants, Standard Affiliates, and VIP Partners before you start using the product.

Last reviewed: Apr 9, 2026UI path: Documentation home → Introduction → Roles and audiences

When to use this page

  • You are unsure which guide matches your access level.
  • You need to distinguish public storefront visitors from logged-in partner users.

Before you start

  • Know which account or invitation you received.

Success looks like

  • You can tell whether you should follow visitor, merchant, standard affiliate, or VIP partner help.
  • You understand that store context and tier can change what a partner sees.

Where to find it

Documentation home → Introduction → Roles and audiences

Steps

Step 1

If you are browsing a public storefront, applying through the storefront, or checking what shoppers see, you are following the Visitor path.

Step 2

If you installed the app in Shopify and manage the program, you are a Merchant.

ScreenshotStep 2
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Merchant Dashboard and Navigation
Merchant Dashboard and NavigationThis is the merchant view. Use it to recognize the merchant-only navigation for partners, storefronts, analytics, payouts, alerts, campaigns, and settings.

Step 3

If you joined a store program to share links and earn commission, you are a Standard Affiliate.

ScreenshotStep 3
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Standard Affiliate Dashboard and Navigation
Standard Affiliate Dashboard and NavigationThis is the Standard Affiliate view. It focuses on affiliate links, profile, stores, payouts, and contracts without the extra VIP storefront tools.

Step 4

If you also manage a personal storefront with advanced tools, you are a VIP Partner.

ScreenshotStep 4
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VIP Partner Dashboard and Navigation
VIP Partner Dashboard and NavigationThis is the VIP Partner view. It includes the Standard Affiliate tools plus VIP-only areas for storefront management, bundle tools, advanced analytics, and brand content.

Step 5

Use the sidebar section that matches your current experience for the most direct instructions.

Settings explained

  • Visitors do not have dashboard access. They interact with public storefronts, public partner profiles, applications, discounts, and post-purchase messaging.
  • Merchants manage recruitment, settings, payouts, analytics, alerts, and campaigns.
  • Standard Affiliates manage links, profile details, stores, payouts, and contracts.
  • VIP Partners inherit Standard Affiliate tools and also manage storefronts, bundles, advanced analytics, assets, rights, and gifting.

Example

A partner may start as a Standard Affiliate and later move into VIP Partner status after the merchant promotes them or their tier changes automatically based on program rules. A visitor may later become a partner if they apply successfully through the storefront.

Tips and limits

  • A single person can be affiliated with more than one store.
  • Your available menu items depend on your role and your tier.
  • Visitors never see the private dashboard, even when public partner profiles are enabled.
  • Public partner profiles are visible differently from the private dashboard.