Use the Relationship Manager to manage relationships

Owned by Freja Sari Sender
Last updated: Sept 02, 2020
2 min read

Before you start

The Relationship Manager provides you with the tools to change existing relationships, create new ones, and also bulk edit relationships. In contrary to the explorer you are always in the context of one advertiser.

If you want to see all relationships across advertisers please switch to the Relationship Explorer.

Getting started

Make sure you are logged in to your admin UI, click on ‘relationships’ in the main navigation menu, and proceed to click on ‘Manager’. If you do so, you will see the relationships manager page:

 

Here, you can do the following (please note that depending on the permissions you have in the platform the view and editable fields might be slightly different):

  • Use the filters (Advertiser, Partner, Status, etc.) to find the relationships you want

  • Select a row in the table to see or edit the details of the selected relationship.

  • See activities: Find out what changed, when it changed and who did the change on every relationship

  • Establish new relationships (note that you need permission to be able to create relationships)

  • Export relationships with the applied filters (note that you need permission to be able to export)

  • Update the fee model, commission model, commission rule and status of one or multiple relationships at a time