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TraqLeads
  • Home
  • Features
  • Use Cases
  • Pricing
  • Help & Support
    • Documentation
    • Contact Us
Try for free
Try for free
Login
Login
  • Home
  • Docs
  • Settings & Account Management
  • User Roles and Permissions
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Getting Started

3
  • Introduction to TraqLeads
  • User vs Affiliate Roles
  • Account Creation & Login
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Dashboard Overview (User/Owner)

4
  • User Dashboard Tour
  • Navigating the User Dashboard
  • Key Metrics & Quick Actions
  • Using the Navigation Menu
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Integration & Technical Guidance

4
  • Installing the Tracking Code
  • Platform-specific Integrations (WordPress, Wix, etc.)
  • Verifying Tracking Functionality
  • API/Advanced Integrations (if applicable)
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Affiliate Program Management

6
  • Creating and Managing Affiliate Programs (Three-Step Form)
  • Editing, Deleting & Sharing Programs
  • Public Program Details & Registration Pages
  • Bulk Importing Affiliates (CSV, Email Templates)
  • Managing Program Status (Enable/Disable)
  • Legal & Compliance for Public Program Pages
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Affiliate Management

4
  • Viewing & Searching Affiliates
  • Adding Affiliates (Manual/Bulk)
  • Reviewing & Editing Affiliate Profiles
  • Removing Affiliates
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Lead & Conversion Management

5
  • How TraqLeads Tracking Works
  • Viewing and Filtering Leads
  • Understanding Lead Statuses (Pending, Eligible, Sale, Rejected)
  • Privacy & Lead Data Handling
  • Linking Leads to Affiliates
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Tracking and Analytics

4
  • Stats Dashboard Overview
  • Filtering (By Date, Program, Affiliate)
  • Views, Leads, Sales & Earnings
  • Exporting Reports
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Page Views, Email Clicks, Phone Clicks

4
  • Understanding Traffic Logs
  • Referrer/Source Data
  • Email & Phone Click Tracking
  • Privacy in Event Logging
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Payout & Earnings

6
  • Generating Payout Reports
  • Marking Payouts as Paid/Unpaid
  • Affiliate Payout Reports (For Partners)
  • Reconciling Payouts with Leads & Sales
  • Payout Disputes & Troubleshooting
  • Tax & Compliance Reminders
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Affiliate User Guide

11
  • How to Join an Affiliate Program
  • Accessing Your Dashboard
  • How to Get Your Referral Link
  • Tracking Your Leads & Sales
  • Payout Schedules and Viewing Earnings
  • How to Update Your Profile
  • Support & Contact Info
  • Understanding Your Permissions & Access
  • Compliance & Best Practices
  • What to Do If You Have an Issue
  • Glossary: Key Terms for Affiliates
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Settings & Account Management

5
  • Managing Your Account Settings
  • Changing Your Email or Password
  • Updating Payment Information
  • Setting Notification Preferences
  • User Roles and Permissions
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FAQ & Troubleshooting

1
  • Common Issues & Solutions

User Roles and Permissions

Updated on: September 18, 2025

Understand the different roles available in TraqLeads and what each one can access.

  • Owner/Admin: Full access to all settings, reports, and affiliate management
  • Affiliate: Access to their own stats, payouts, and referral links only
  • Users/Staff: May have limited access per admin settings (overview, reports, support)
  • Permissions are managed by the account owner

Hint: Add a table or screenshot comparing the permissions for each role.

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