For Admins: Account Setup & Administration

This guide walks platform administrators through the essential first steps of configuring company settings, onboarding team members, and securing the account.

Who This Guide Is For

‍This guide is for anyone responsible for the initial setup and ongoing management of your company's Everflow account. If you're an Admin, Operations Lead, or the person tasked with getting the platform ready for your team, you're in the right place. We'll walk through the essential first steps to configure your platform, onboard your team, and ensure everything is secure and ready for launch.

Key Terms

Before we dive in, here are a few core concepts you'll encounter. Understanding them will provide context for the tasks your team will perform on the platform.

➔ Advertiser: The company or brand that owns the product or service being promoted.
➔ Offer: The specific promotion or campaign itself. It contains the details of what is being advertised, the payout for partners, and the destination URL where traffic is sent.
➔ Partner: The affiliate, publisher, or influencer who promotes Offers to their audience.
➔ User Role: A set of permissions that determines what a specific user can see and do within your Everflow platform. This is crucial for managing your team's access.
➔ Global Postback: A single tracking URL that can capture conversions for all Offers associated with a specific Advertiser. It simplifies the tracking setup process significantly.

Foundational Settings

This first step is about getting the basics right. By branding your platform and setting the correct time zone and currency, you create a professional environment and ensure all your future reporting is accurate from day one.

Branding Your Platform

A platform that displays your company logo and colors appears more professional and builds trust, especially for your partners who will be logging into their own portal.

Navigate to Control Center > Configuration.

In the General tab, find the Appearance section.

Upload your Company Logo and set your Primary and Secondary Colors.

Pro-Tip:

While you're here, you can also upload a Favicon—the small icon that appears in the browser tab.

For a full guide on all appearance settings, see: this article

Setting Your Time Zone and Currency

This is a critical step that impacts all of your data. Setting a default time zone ensures that all reports show data for the correct days, and setting a currency ensures financial reports are accurate. This should reflect your primary business operations.

Navigate to Control Center > Configuration.

In the General tab, scroll down to the Localization section.

Select your company's Time Zone and Currency from the dropdown menus.

Note: This setting acts as the default for your entire platform. Individual Offers and Partners can have their own specific currencies if needed. For more details on localization and other general settings, see: this article

Building Your Team & Security

With the platform configured, it's time to get your team onboarded. Here, you'll create user accounts, manage their access levels, and perform a quick check of essential security settings.

Adding Your First Team Member

You can’t manage a program alone. Let's add your first team member, such as your primary program manager.

Navigate to Control Center > Users.

Click the [+ Add User] button.

Fill in the user's information. Ensure their Status is set to Active so they can log in immediately.

Assign them a User Role from the dropdown menu (more on this in the next step). Once you click Add, they will be able to use their credentials to log in.

For a complete walkthrough of all user settings, see: this article

Assigning User Roles and Permissions

User Roles are the foundation of secure and efficient team management. They dictate what each user can see and do. It's important to understand the difference between the two main default roles.

The Administrator role (which you have) has full access to everything, including the Control Center where platform-wide settings are managed.

The Affiliate Manager role is designed for team members who manage campaigns and partners. They have access to Offers, Partners, and Reporting, but cannot access the Control Center.

To see the specific permissions for each role, navigate to Control Center > User Roles.

To learn how to create your own custom roles with specific permissions, see: this article

Reviewing Essential Security Settings

Before your team starts actively using the platform, take a moment to review two key security features.

Two-Factor Authentication (2FA): We strongly recommend all users enable 2FA. You can monitor who has it enabled by navigating to Control Center > Security.

Login IP Whitelisting: For an added layer of security, you can restrict platform access to specific IP addresses (like your office network). This setting is also found in Control Center > Security.

For a deep dive into all security options, see: this article

Preparing for Tracking & Operations

This final step is about getting the technical foundation in place so your team can launch their first campaign successfully. These tasks are critical for tracking to function correctly.

Configuring Your Custom Tracking Domain

This is the most important technical setup step. All of your tracking links will use this domain. A custom domain (e.g., track.yourbrand.com) is essential for brand consistency, link trust, and preventing tracking issues with browsers.

Navigate to Control Center > Configuration, then select the Domains tab.

Follow the instructions to add your custom tracking domain. This requires you to create a CNAME record in your domain registrar (like GoDaddy, Namecheap, or Cloudflare) that points to the Everflow-provided URL.

Important: Your team cannot generate working tracking links until this step is complete. For a step-by-step guide on this crucial process, see: this article

Locating Your Global Postback URL

Your technical team or your advertiser's technical team will need this URL to track conversions. As the admin, you don't need to implement it yourself, but you need to know where to find it. The Global Postback allows you to use a single tracking snippet for all offers under one advertiser.

Navigate to Advertisers > Manage.

Click on an existing Advertiser, or create a new one.

Go to the Postback tab.

Here you will find the Global Postback URL. You can copy this URL and share it with your developer or technical partner. It contains macros like {transaction_id} that will be used to pass data back to Everflow.

To learn more about how conversion tracking works, see: this article

Your Journey From Here

You've successfully configured the foundation of your Everflow platform. The best next step is to see your work in action—try creating a custom user role for your team or explore the other powerful settings in the Control Center.

As you continue to manage and scale the platform, this help desk is your go-to resource for any specific questions. When you're ready to master platform administration and best practices, email certification@everflow.io to enroll in our comprehensive course.

Did This Help You Today?

Yes

Next in This Series

This guide walks platform administrators through the essential first steps of configuring company settings, onboarding team members, and securing the account.

Lorem Ipsum Dolor Sit

Who This Guide Is For

Your Journey From Here

Looking for extra support?