This article explains the Katalys Marketing Platform’s basic information architecture to explain how membership, access, and relationships between entities are structured.
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How Account Membership Works
Account membership is always granted at the Organization level, with different permissions for each user role: Admin, Member, or Guest.
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Members of an Organization automatically have visibility and access to all Profiles, Programs, and/or Traffic Sources owned by that Organization.
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There are different permission sets for each assigned user role: Admin, Member, or Guest.
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Learn more about user roles for Advertisers and Partners.
How API Access Works
API Keys are also granted at the Organization level.
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The API key will have read/write access to all data owned by the Organization.
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Learn more about API Authentication.
How Traffic Sources and Programs Connect
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Partner-Initiated: Partner’s Traffic Source applies to join a Program → Advertiser approves or denies the application.
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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 |