Understanding Account Membership
This article explains the Katalys Marketing Platform’s basic information architecture to explain how membership, access, and relationships between entities are structured.
.png?inst-v=e9bcca56-cba7-4019-9ea3-d2dcd26f0d88)
How Account Membership Works
Account membership is always granted at the Organization level, with different permissions for each user role: Admin, Member, or Guest.
Members of an Organization automatically have visibility and access to all Profiles, Programs, and/or Traffic Sources owned by that Organization.
There are different permission sets for each assigned user role: Admin, Member, or Guest.
Learn more about user roles for Advertisers and Partners.
How API Access Works
API Keys are also granted at the Organization level.
The API key will have read/write access to all data owned by the Organization.
Learn more about API Authentication.
How Traffic Sources and Programs Connect
Partner-Initiated: Partner’s Traffic Source applies to join a Program → Advertiser approves or denies the application.
Advertiser-Initiated: Advertiser invites a Partner’s Traffic Source to join their Program→ Partner accepts or rejects the invitation to join.
Entity | Description | Ownership | Access | Capabilities |
|---|---|---|---|---|
Organization | Responsible for billing, membership, and API key access. | Account Admin (User who created the account) | Admins, Members, or Guests gain access to all Profiles, Programs, and/or Traffic Sources owned by the Organization. | Can own multiple profiles of any type (Advertiser or Partner) |
Members | Users assigned to an Organization with roles: Admin, Member, or Guest | Belongs to the Organization | Access applies across everything the Organization owns. User name and email is visible to all other members of the Organization. | Varies by role |
Advertiser Profile | Owns/manages affiliate programs. | Owned by Organization | Visible to all Organization Admins, Members, or Guests . | Can own multiple Programs |
Program | Affiliate program available to partners. | Owned by Advertiser Profile | Displayed to Partners in the Program Marketplace. | Can accept multiple Traffic Sources |
Partner Profile | Owns/manages traffic sources to apply to affiliate programs. | Owned by Organization | Visible to all Organization Admins, Members, or Guests. Displayed to Advertisers in the Marketplace. | Can own multiple Traffic Sources |
Traffic Source | Represents where/how a Partner drives traffic. | Owned by Partner Profile | Displayed to Advertisers in the Partner Marketplace. | Can join multiple Programs |