Manually assign referred partners

If you are using a multi-level commission structure, you can now manually manage referral relationships between partners. This allows program owners to assign or remove a referred partner directly from the Partner Profile.

When to use this feature:

• To correct or update referral assignments when they weren’t tracked automatically.
• To reassign a partner under the correct referrer.
• To remove referral relationships that no longer apply.

How to manually assign or remove a referred partner

1. Go to your Partners list under Reporting & Management.
2. Select the partner whose profile you want to manage:
3. Click on the three dots at the top right and click Manage:
4. Switch to the the Other tab.
5. Under Partner relationship:Assign: Find and select the partner who referred them.

   Remove: Clear the current referrer.

   

Things to keep in mind

• This feature only affects referral relationships in multi-level commission programs.
• Adjusting assignments may impact downstream commission calculations.
• A partner can only be assigned one referrer at a time.