Organize partners into groups

Every commission in Affitor is set per partner group: the group a partner belongs to decides their commission rate, hold period, and approval mode. This guide shows you how to create a group, set its policy, and move partners into it — so you can run a VIP tier next to your standard rate without per-partner bookkeeping.

The flow at a glance

Every program has a Default group; partners you haven't assigned elsewhere belong to it. Creating a second group is how you introduce a second rate.

Step 1: Create a partner group

A group is a pricing tier, not a folder. Create one for each set of terms you offer — for example, Default at your standard rate and VIP at a higher rate for your best-performing partners.

1. In the sidebar, open Groups.
2. Click Create Group.
3. Name the group after the terms it represents — VIP, Agencies, Newsletter partners — and save.

The new group appears as a row in the Partner Groups list, with its own partner count, performance columns, and commission rate:

Step 2: Set the group's commission policy

The policy is the contract every member of the group earns under. Open the new group's row menu (⋯) in the Groups list and edit its policy. Three settings make up the policy:

• Commission rate — what members earn per attributed result. Rate types and durations work exactly as described in Set your commission; a group simply carries its own values.
• Hold period — how long a new commission stays on hold before it can clear. Longer holds reduce refund risk; see commission approval and cash flow.
• Approval mode — whether commissions that clear the hold approve automatically or wait for your manual review.

Step 3: Move partners into the group

Partners earn their group's rate, so moving a partner is how you change what they earn — no per-partner rate fields to maintain.

1. Open Partners in the sidebar.
2. Find the partner you want to move and open their row's action menu.
3. Choose the change-group action. The Change Partner Group dialog opens.
4. Select the destination group and confirm.

From their next attributed sale, the partner's commissions are created under the new group's policy. Commissions created before the move are not rewritten.

Optional: Schedule a policy change

Group policies are versioned. When you edit a group's rate, hold period, or approval mode, the update is recorded as a new policy version with its own effective date, and the previous version is preserved in the policy chain. Two things follow from that:

• You can change terms without rewriting history. Existing commissions stay tied to the policy that was in effect when they were created, so your books stay auditable.
• You can schedule a change ahead of time. Give the new policy a future effective date — for example, a rate increase you've announced to partners for next quarter — and the current policy stays in force until that date.

Verify it worked

The proof is a commission at the new rate. After a partner in the group drives a sale (or you run a test conversion), check the dashboard:

Next steps