Account & Settings

Navigation: Sidebar → Business Settings | URL: /settings

Business Settings is where you configure every aspect of your HeldSway account — from your affiliate program's commission behaviour to your brand identity, email notifications, and API access.

The Eight Settings Sections

Click Business Settings in the left sidebar to expand the full sub-menu:

Related: How to Update General Program Settings | How to Customize Your Affiliate Portal Branding

Navigation: Sidebar → Business Settings → General | URL: /settings

The General Settings page controls the core behaviour of your affiliate program — commission rate, tracking duration, and how new affiliates can join.

Commission Rate

Set the default commission rate that applies to all affiliates as a percentage or fixed dollar amount unless overridden at the individual affiliate level.

• Leave the field empty to use the platform default rate.
• Use the dropdown to select Percent (% of order total) or Fixed (flat dollar amount per order).

Commission Priority: Per-affiliate rate > Business flat rate > Business tiers > Platform tiers > Platform base rate. Per-affiliate overrides take priority over general setting selections.

Cookie Duration (Days)

Set how long the affiliate tracking cookie lasts after a referral link is clicked.

• Default: 30 days.
• Conversions occurring within this specified window after an initial click are automatically attributed to the referring affiliate.

Affiliate Registration

Control how affiliates can join your program independently.

• Allow public self-registration: Check this box to enable a public signup form interface. When enabled, anyone can sign up as an affiliate at /affiliate/join. New affiliates will have a "pending" status until manually approved.

Auto-Approval Rules

Automatically approve pending conversions that match specific workflow criteria to minimize manual administration review:

• Enable auto-approval: Toggle this checkbox option to activate automatic conversion filtering.
• Approve after (days): Set the exact number of days to wait before auto-approving. Set to 0 for immediate approval.
• Minimum order amount ($): Only auto-approve conversions at or above this amount. Leave empty for no minimum threshold.
• Maximum order amount ($): Only auto-approve conversions at or below this amount. Leave empty for no maximum cap.

Saving Changes

Click "Save Changes" at the bottom of the interface panel to update settings immediately.

Refer to General Settings.png for a visual preview of these control rules.

Related: How to Customize Your Affiliate Portal Branding | How to Set Up Your Public Affiliate Join Page

Navigation: Sidebar → Business Settings → Branding | URL: /settings/branding

The Branding page lets you customize the look and feel of your business panel to match your visual corporate profile.

Uploading Your Logo

1. Go to Business Settings > Branding.
2. In the Business Logo card block, click "Upload Logo" or drop your file into the drag area.

• Supported file formats: JPG, PNG, SVG, or WebP.
• Recommended size dimensions: 200 × 200 px.
• Maximum file size limit: 2 MB.

Your brand logo populates headers across your affiliate portal layouts and outbound transactional emails.

Setting Your Primary Color

Choose an accent primary theme color for buttons, active navigation options, and highlights across your affiliate dashboard panel theme.

1. In the Theme Customization section, enter your hex color code format directly into the input container (e.g., #cc00b1).
2. An adjacent interactive color preview block reflects updates dynamically.

Saving Your Branding

Click "Save Branding" to apply your stylistic layout configuration updates immediately.

Refer to Branding.png for an overview of the live theme workspace interface layout.

Related: How to Update General Program Settings | How to Customize Affiliate Email Templates

Navigation: Sidebar → Business Settings → Email Templates | URL: /settings/email-templates

HeldSway manages and dispatches automated system notifications to affiliates when specific key operational events take place.

Available System Email Templates

The configuration workspace charts your automated notification flows. Check existing items alongside active statuses marked with clear system badges:

• Affiliate Invitation: Sent automatically when a new affiliate is manually invited to join your program.
• Conversion Approved: Sent directly to an affiliate when an order conversion passes verification and their reward commission is confirmed.
• Conversion Rejected: Sent to notify an affiliate when a conversion is marked rejected.
• Payout Processed: Sent to the partner when an affiliate payout is processed.

Modifying and Tracking Templates

1. Click "Edit" next to any template path to review or modify text layout parameters.
2. System templates using custom copy versions display a Custom badge, while unedited scripts carry a Default system tag identifier.

Refer to Email setup Business settings.png to check the template management dashboard overview layout.

Related: How to Customize Your Affiliate Portal Branding | How to Update General Program Settings

Navigation: Sidebar → Business Settings → Payouts | URL: /settings/payouts

Configure how and when your affiliate network's financial payouts are generated, reviewed, and authorized on schedule.

Payout Schedule Options

Set your operational cycles within the core Payout Schedule module structure:

• Frequency: Select your generation intervals (e.g., Monthly).
• Day of Month: Define your execution date trigger (e.g., 1). Note: If the selected day does not exist in a given month, the final calendar day of that month is used automatically.

Payout Thresholds and Toggles

• Minimum Payout Threshold ($): Set the minimum amount an affiliate must accumulate in cleared earnings before an automated payout can be generated (e.g., 10).
• Auto-create Payouts (Toggle): Enable this option to automatically generate pending payouts on schedule according to your set frequency rules.
• Allow Early Payout Requests (Toggle): Let affiliates submit on-demand payout requests outside of your automated clearing schedule rules.

Tracking Platform Defaults

The interface panel details baseline platform settings for reference under the Platform Defaults segment. Note that your custom dashboard overrides take complete priority over these baseline constants:

• Default Frequency: monthly
• Default Payout Day: 1
• Default Min Payout: $50

Click "Save Settings" to commit all updates to your payment loop rules. Refer to Payouts settings page.png for a layout configuration overview.