Knowledgebase
How to setup your AffiliateNinjaPRO account Settings?
Posted by BizOmart HelpDesk - Pranshu on 11 April 2018 03:41 PM

First, go to the Settings icon in the top right corner of your Dashboard and click on it. Here you will get different options like Business Setting, Social Integration, Integration, Team Management and Session.



Business Settings

Click on Business Setting.

Here you can enter your business information like Subdomain name, Business name, and can upload a business logo.

Once done, click on “Save’ and your information will be saved.

Social Media

This option allows you to integrate your various social platforms with AffiliateNinjaPro. We have created a separate video and PDF guide for the Social Media settings. Please refer to that.

Integration

This option allows you to integrate Autoresponders, CRM and Webinar application with AffiliateNinjaPro.

First Select Autoresponder, here you get few top autoresponders list like MailPrimo, MailZingo, MailChimp, iContact etc., through which you can integrate AffiliateNinjaPro by filling API details and then click on Save API Credentials.




Then go to CRM section. Here you can get 3 popular CRM options, Salesforce IQ, Salesforce and Infusionsoft. In Salesforce, you need to enter Consumer Key and Consumer Secret. In Salesforce IQ you need to enter API Key and API Secret and in Infusion Soft you need to enter Client ID and Client Secret and then click on Save API Credentials.



Then move to the Webinar section. Here you can integrate with GoToWebinar by entering the Consumer key and then by clicking on Save API Credentials.



Now again moving to the next option Under Settings that is Team Management. Here you can manage, assign roles and give privileges to team members.

Here you can Add New user to manage your account by clicking on this “Add New User” button located on the top right corner.

You will be asked to enter the Name and email of new user. Then you can assign role to the user by selecting the User Level. There are 3 users level are available in the list.

To the Manager level, provide access of top level privileges like full access of software. Marketer, provide the access of midlevel privileges like create, manage & promote funnels and the Analyst level provide the access of limited privileges like access of funnel and social reports.



There is an additional option in this menu title Custom and it will allow you to grant privileges of your choice to new user.

Once you fill all the information for the new user, simply click on Create.


Now here you can check the list of all your Team Members along with their Name, Email, and Role.

You will be able to manage and delete them any time as well from this drop-down menu.

You can also search the members using the search bar and show the number of entries per page as per your needs.

So, this is all about the Team management.

 

Sessions

In this section, you will be able to check recent activities in your account.

 



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