How to Delegate Permissions to Brand Employees on Permate?

For Brands with numerous employees participating in Affiliate Marketing activities, Permate offers a streamlined and user-friendly interface designed to help you solve employee-related issues. 

On Permate, the Employee Management page is a feature that allows brands to create and assign roles and delegate permissions, ensuring the smooth operation of key features and data accessibility.

How to Delegate Permissions to Brand Employees on Permate? #

To delegate permissions to Brand employees on Permate, please follow the steps below:

Step 1: Click the Employee button located in the menu bar on the left side of the screen.

Step 2: Select the +Employee button to get started.

Step 3: A New Employee frame will appear on the screen. Brand needs to fill out the following required information in the respective sections:

1. Employee Information: Enter Email, Employee Name, select Country, and provide the employee’s Phone Number.
2. Role & Permission: Choose the appropriate role for the employee. Brand has 2 ways to customize your HR role:

• Select available roles from Permate’s list. Note that: Brand will not be able to edit permissions in the Employee Permissions section on the right if you assigned from the available list:

• Admin: Admins have full access to every aspect of Permate, and manage the account settings.
• Affiliate Manager: This role is primarily for performance marketing (and affiliate) managers who require full access to reports and partner management features on Permate.
• Technical: This role is primarily for developers and technical employee who manage the Permate integration (tracking, code, etc.) on the offers.
• Finance: The finance role is responsible for managing the financial aspect of the brand, tracking and controlling financial transactions on Permate.

• If the desired role isn’t available, select Custom to add a new role and define specific permissions in the Employee Permissions section on the right.

Step 4: After configuring permissions, click Save to finalize the setup for the employee.

List of Brand Employees Roles and Permissions on Permate #

Assigning roles to employees on Permate enables brands to control access to account features and data effectively. Brands can grant employees either full access or restrict them to specific role-based information, making it easy to oversee human resources and their activities.

By setting permissions tailored to each role, brands efficiently manage operations on Permate, ensuring streamlined workflows and secure data management.

Here are the available roles and their corresponding permissions:

⚠️Note: 

(*): While Affiliate Managers have full access to the Partner Management page on Permate, they are restricted to managing specific partners assigned by the Admin.

(**): Custom roles on Permate allow for tailored permissions; however, these roles do not include Employee Management rights.

Delegating permissions for specific aspects of the Brand’s Permate account to employees does not grant them access to log into the account, edit information in Account Management, or perform other customizations. Employees will only have access to the permissions assigned to their roles according to Permate’s defined list in section 2.