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Assigning Affiliates to Clients & Jobs

Learn how to assign Affiliates to Clients & Jobs here.

Written by Maahi Islam

Assigning Affiliates to a Client

Go to People > Clients > select the Client > Actions > Set Affiliate. This will open a panel prompting you to select which Affiliate you would like to assign to that Client.

Note: Affiliates will not receive any money unless they are added to a Client's Jobs. Adding them to a Client only means that they will be the default option when adding an Affiliate to that Client's Jobs.

Assigning Affiliates to a Job

Go to Activity > Jobs > select the Job and make sure a Student is assigned to the Job. From there, click the Job's Default Rate button to open the Edit Student Charge Rate panel.

A Job page with the Job's Default Rate button highlighted.

An example of a Job page with the Job's Default Rate button highlighted.

In the Edit Student Charge Rate panel, click Add Affiliate and select the Affiliate you want to attach to that Student on the Job.

The Edit Student Charge Rate panel with the Add Affiliate option highlighted.

The Edit Student Charge Rate panel, with Add Affiliate highlighted.

Note: Only one Affiliate can be attached to a Student on a Job.

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