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Workspaces, Sites & Partners

One workspace is one business. The business registers one or many websites (sites), and partners are granted access to the sites they promote.

The model

  • Workspace — a business or account. It owns one tracking ID, one currency, and all of the data below. A user can belong to several workspaces and switch between them from the workspace picker.
  • Site — a website/domain inside the workspace (e.g.example.com). Sites are managed underSettings → Sites.
  • Partner — an affiliate. Partners belong to the workspace and are granted access to specific sites. They sign into one portal and see only the sites they were granted.
  • Link — a short link owned by a partner, associated with one site. Attribution is scoped to the workspace, so a link correctly credits conversions wherever the customer converts.

Why sites matter

Before sites existed, the workspace itself was treated as one website. That forced a separate workspace (and separate partner rows, tracking IDs, and portal logins) for every domain. With sites, a business with several websites keeps them in one workspace: one tracking snippet, one login, and shared partners — while still reporting revenue per site.

Partner scoping

When you add or edit a partner, pick which sites they can promote. The partner portal then shows:

  • only the links on their granted sites,
  • conversions and commission for those links only,
  • a partner with no sites granted sees nothing (until they are granted access).

Linking a site

  1. Register the domain under Settings → Sites.
  2. Add the tracking snippet (Settings → Tracking snippet) to that domain. The snippet reports the hostname automatically, so deals and contacts are tagged with the site.
  3. Create links for partners and choose the site each link promotes.
  4. Grant partners access to the sites they promote.
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