How to Add an Account Type

Article Topics: Affiliates

NATS allows you to manually create account types to better organize your affiliates.

To add a new account type, navigate to the Account Types section under the Affiliate Admin and click the "Add Account Type" button at the top-right of the page.

This will bring up a new menu where you will be prompted to insert a name for your newly created Custom Account Type.

Custom Permissions

For custom account types, you can edit the permissions each account type has by clicking the "Actions" button and then clicking the "Set Default Permissions" button.

Doing so will bring you to a permissions page for your account type, where you can edit each Admin Area's permissions by clicking the "Details" button next to each Admin Section and checking any permissions that you wish to be set.

You can also set the Global Settings to the right of the permissions table.

This includes setting "Edit Affiliates", which if set allows this account type to be able to edit other affiliates, and "Override as Affiliate", which would allow either all affiliates, only your networks, or only your affiliates to be able to override an account as an affiliate.

Editing a Custom Account Type

To edit a custom account type, first, click the "Actions" button next to the account type on the main Account Types page, and click "Edit Account Type".

When clicked, a widget will display that will let you edit the name of the custom account type.

Disabling a Custom Account Type

To disable a custom account type, click the same "Actions" button and click "Disable Account Type".

This will not delete the account type but will disable it and hide it unless the list is filtered to show all of the account types.

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