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Publisher setup

Publishers can be added to Integr8 in two ways: manually by an admin, or via self-signup through the white-label portal. Both methods create the same publisher account type. This guide walks through the manual flow and links to the self-signup path.

Before you begin

Section titled “Before you begin”
  • Have the publisher’s company name, email, and website ready.
  • Decide whether the publisher should see their own fraud stats and manage their own postbacks.

Create a publisher manually

Section titled “Create a publisher manually”

The create flow has three steps: General, Settings, and Billing.

Step 1: General

Section titled “Step 1: General”
  1. Go to Partners > Publishers Management and click Create.
  2. Fill in the publisher’s details:
    • Name: the publisher’s company or brand name.
    • Company Name: optional legal or display company name.
    • Company Email: optional contact email.
    • Website: the publisher’s main domain.
    • Account Manager, Description, Phone, Address, Country, and promotional details as needed.
  3. Click Create Publisher. Create Publisher Manually

Step 2: Settings

Section titled “Step 2: Settings”

Configure account settings:

Promotional Method Tab

Section titled “Promotional Method Tab”
  • Country – Select the country where the publisher operates.
  • Promotional Methods – Select all methods that apply to this publisher.

Permissions Tab

Section titled “Permissions Tab”
  • Tracking Domains Visibility: limit which domains the publisher can see when generating tracking URLs.
  • Enable Fraud Visibility: when on, fraud detection stats appear in the publisher’s own dashboard.
  • Enable Postback Management: when on, the publisher can create and manage their own affiliate postbacks. This is enabled by default. Turn it off unless you trust the operator.
  • Tags: optional labels for filtering and grouping publishers in reports. Create Publisher Manual Permissions tab

Danger zone Tab

Section titled “Danger zone Tab”
  • Publisher is Active - Disabling this will block all traffic from this publisher without deleting the account.

Step 3: Billing

Section titled “Step 3: Billing”

Set payment method and tax details now, or leave the defaults and configure billing later. Create Publisher Manual Billing Click Create Publisher to Save.

Publisher users

Section titled “Publisher users”

A publisher account alone does not grant login access. To let someone use the white-label publisher dashboard, invite a publisher user.

Invite a publisher user

Section titled “Invite a publisher user”
  1. Open the publisher and go to the Publisher Users tab.
  2. Click Invite.
  3. Fill in First name, Last name, and Email (used to log in).
  4. Click Send Invite. Invite a Publisher Integr8 sends a password setup email. After the user confirms, they can log in and view allowed offers and reports.

Manage publisher users

Section titled “Manage publisher users”

From the Publisher Users tab you can:

  • Edit a user to update name, notes, or status (Active, Deactivated, Suspended).
  • Change password or Reset password from the row action menu.
  • Assume identity to log in as an active publisher user for troubleshooting.
  • Delete a user to revoke access on their next login.

Each publisher supports up to 100 publisher users. When the limit is reached, Invite is disabled.

Make sure partner login / white-label dashboard is configured so invited users have a URL to sign in.

Self-signup via the Partner login portal

Section titled “Self-signup via the Partner login portal”

Publishers can sign up themselves through your partner login URL. New accounts land in pending state until you approve them. To enable self-signup, configure the partner login first. See partner login setup. Self-signup via the Partner login portal Approved pending signups appear under the Pending Signup tab on the Publishers Management page. After approval, invite publisher users so they can log in.

Field reference

Section titled “Field reference”

Publisher account

Section titled “Publisher account”
Field Required Description
Name Yes Internal label for the publisher
Company Email No Contact email for the publisher
Website No Publisher’s main domain
Activated Yes Toggles whether traffic is accepted
Enable Fraud Visibility No Show fraud stats in the publisher’s dashboard
Enable Postback Management No Allow the publisher to create their own postbacks. Enabled by default on create
Tags No Labels for filtering and grouping

Publisher user

Section titled “Publisher user”
Field Required Description
First name Yes User’s first name
Last name Yes User’s last name
Email Yes Login email. Set at invite time
Notes No Internal notes when editing the user
Status Yes Active, Deactivated, or Suspended

Next steps

Section titled “Next steps”