MerchantGuide

Manage partners

Invite, add, organize, and update partner profiles from the merchant side.

Last reviewed: Sep 15, 2026UI path: Merchant sidebar → Partners

Before you start

Finish the setup wizard.
Decide whether you want to invite verified partners, accept applications, or add partners manually.

Where to find it

Merchant sidebar → Partners

Steps

Partner directoryCurrent merchant partner directory with navigation and an empty fictional list. This illustrates navigation and empty-state guidance rather than an existing affiliation.

View full-size image: Partner directory

Invite and add partner entry pointsCurrent Invite Partner page with an empty fictional candidate/history state. Populated search results, candidate selection and invitation composition are not pictured. Add New Partner remains a separate navigation entry; no invitation was sent.

View full-size image: Invite and add partner entry points

Partner detail pageCurrent merchant Partner overview for fictional Alex Morgan, showing identity, status and performance summary. The crop does not show the editing, contract or storefront controls farther down the page.

View full-size image: Partner detail page

Step 1.

Open Partners → All Partners to review your current partner list.

Step 2.

Use search, tabs, and sorting to find the right partner quickly.

Step 3.

Open Invite Partner to discover verified candidates and send invitations.

This is also where the setup wizard sends you when you choose Invite my first partner on the final review step. Search by name, email, or slug, select a verified candidate, add an optional personal message, and send the invitation to the current store.

Step 4.

Open Add New Partner if you want to create a partner profile directly.

Step 5.

Open any partner record to update tier, status, socials, commission, contracts, or storefront access.

Step 6.

Use the detailed partner page when you need tier history, contract actions, social identifiers, or demotion review.

Settings explained

Tier can be automatic, Standard Affiliate, or VIP Partner depending on the workflow.
Tier lock keeps the tier from changing automatically.
Custom commission overrides the default program rate for that partner.
Tier history helps merchants understand previous promotions or changes.
Demotion flags highlight a partner record that needs review.
Social identifiers support deeper sync or matching workflows when available.
Contract actions include generate, send, resend, or void when the contract workflow is active.
Permanent free capacity supports five active affiliations even without a paid subscription: four Standard and one merchant-designated free VIP/storefront affiliation.
Free VIP designation is controlled separately from tier history. Transfer it when another eligible active partner should receive the free storefront slot; only one affiliation can hold it at a time.
Pause/reactivate preserves the relationship, commissions, orders, analytics, and storefront data. Reactivation must remain within combined free-plus-paid capacity.

Example

A merchant meets a promising partner outside the app, uses Add New Partner, assigns them directly to VIP Partner, adds a custom commission, and then opens the partner profile to send an invitation and prepare storefront access.

Tips and limits

Use verified invitations when you want to recruit from an external candidate pool.
Use manual add when you already know the partner and want more control over the starting setup.
The setup wizard’s invitation choice does not create a new partner profile. If the person is not in the verified candidate list, use Add New Partner.
Keep the partner email accurate because invitations and partner login depend on it.
If gifting matters for VIP onboarding, capture the partner shipping address during manual setup instead of waiting until later.
Before a paid subscription expires, select the five affiliations to keep active and designate one free VIP. If no valid selection exists, Affilyn applies the documented deterministic fallback and pauses—not deletes—the excess affiliations.