Knowledge

To create an affiliate member, you need to create a member group first. 

Add New Member Group  

To add a new member group to your organization:

• Step 1. Go to Settings menu under Affiliate module from the left sidebar.
  
  
• Step 2. Select Member group menu -> Click on the New button.
  
  
• Step 3. In the Add New Member Group page, enter the Name and click on the Save 
  

Create custom field 

you can create a custom field for the Add new Member screen at Setup -> Custom Fields

Create Affiliate Member 

• Step 1. Go to Members menu under Affiliate module from the left sidebar. -> click on the New button 
  
  
• Step 2. In the Add new Member page, fill in the requested details: 
  
  
  First Name: required, the member's given name 
  Last Name: required, the member's surname/family name 
  User Name: required, this information will be displayed in the User and Username columns of the Wallet menu.
  Phone: (optional) phone number for contact or support purposes. 
  Country: (optional) select the member's residing coyuntry. 
  Email: Email address is unique and cannot be the same as other affiliate members. Used for login purposes. 
  Pasword: required, this will be used to log into the affiliate portal. 
  Vendor Status: Enable or Disable. If you choose Disable,  this affiliate member will not be able to log into the affiliate portal with his account.
  Under Affiliate: choose a referral affiliate member
  Member Group: choose one of the pre-defined groups
  Custom Fields: (Optional) Fill in any custom field created earlier.