This article will cover the following:
User Types in CAKE
| User Type | Who They Are | What They Can Do |
|---|---|---|
| Administrators | Your internal team — account managers, analysts, finance staff. | Manage offers, affiliates, advertisers, reports, and settings based on their role. |
| Affiliates | Publishers and partners who promote your offers. | Log in to the Affiliate Portal to view offers, get tracking links, and check stats. |
| Advertisers | Brands or clients whose offers you run. | Log in to the Advertiser Portal to review campaign performance and reporting. |
Note:
Affiliates and Advertisers each have their own dedicated portal login. They cannot access the admin dashboard and can only see data that belongs to them.
Affiliates and Advertisers each have their own dedicated portal login. They cannot access the admin dashboard and can only see data that belongs to them.
How to Create and Invite Users
Creating an Admin User
- Go to Admin → Users and click Add User.
- Fill in first name, last name, and email address.
- Assign a Role from the dropdown.
- Set a temporary password or leave blank to have CAKE send an automated invitation email.
- Click Save.
Creating an Affiliate Account
- Go to Affiliates and click Add Affiliate.
- Enter company name, contact name, and email address.
- Complete billing and payment details.
- Choose whether to send a welcome email now or save the account in pending state.
- Click Save.
Creating an Advertiser Account
- Go to Advertisers and click Add Advertiser.
- Enter company name, contact name, and email address.
- Set billing contact details and account notes.
- Enable Portal Access if you want them to log in and view their own reporting.
- Click Save.
Roles and Permissions
| Role | Typical User | Key Access |
|---|---|---|
| Super Admin | Platform owner or lead administrator. | Full access to all settings, users, billing, and data. |
| Admin | Senior network manager. | Manage offers, affiliates, advertisers, and most reports; limited billing access. |
| Account Manager | Day-to-day campaign manager. | Create and edit offers, manage assigned affiliates, view reports. |
| Reporting Only | Analyst or client-facing team member. | View reports only; cannot create, edit, or delete records. |
Caution:
Be careful when assigning Super Admin access. Users with this role can change account settings, view all financial data, and manage other users.
Be careful when assigning Super Admin access. Users with this role can change account settings, view all financial data, and manage other users.
Resetting Passwords
- Go to Admin → Users and find the user whose password needs resetting.
- Click the user's name to open their record, then click Edit.
- Enter a new temporary password or trigger a password-reset email.
- Click Save.
API: Users & Access Endpoints
List Users
GET /api/2/users.json
| Parameter | Type | Required | Description |
|---|---|---|---|
| user_id | integer | No | Filter by a specific user ID. |
| user_status | string | No | Filter by status: active or inactive. |
| role_id | integer | No | Filter users assigned to a specific role. |
| start_at_row | integer | No | Row offset. Default: 1. |
| row_limit | integer | No | Max results. Default: 25. |
Sample request
GET https://yourdomain.cake.com/api/2/users.json
?api_key=YOUR_API_KEY
&user_status=active
&role_id=3Sample response
{
"request_status": "Success",
"users": [{
"user_id": 101,
"first_name": "Jordan",
"last_name": "Rivera",
"email": "jordan@example.com",
"role_id": 3,
"role_name": "Manager",
"user_status": "active"
}]
}Create User
POST /api/2/user.json
| Parameter | Type | Required | Description |
|---|---|---|---|
| first_name | string | Yes | User's first name. |
| last_name | string | Yes | User's last name. |
| string | Yes | User's email. Must be unique within the account. | |
| role_id | integer | Yes | ID of the role to assign. Retrieve from GET /api/2/roles.json. |
| user_status | string | Yes | Initial status: active or inactive. |
| password | string | Yes | Initial password for the account. |
Sample request
POST https://yourdomain.cake.com/api/2/user.json?api_key=YOUR_API_KEY
{
"first_name": "Morgan",
"last_name": "Chen",
"email": "morgan.chen@example.com",
"role_id": 3,
"user_status": "active",
"password": "Str0ng!Pass#2024"
}Sample response
{
"request_status": "Success",
"user": {
"user_id": 215,
"email": "morgan.chen@example.com",
"role_name": "Manager",
"user_status": "active"
}
}List Roles
GET /api/2/roles.json
| Parameter | Type | Required | Description |
|---|---|---|---|
| role_id | integer | No | Filter by a specific role ID. |
| role_name | string | No | Filter by role name (exact match). |
Sample request
GET https://yourdomain.cake.com/api/2/roles.json?api_key=YOUR_API_KEYSample response
{
"request_status": "Success",
"roles": [
{"role_id": 1, "role_name": "Administrator"},
{"role_id": 2, "role_name": "Advertiser"},
{"role_id": 3, "role_name": "Manager"},
{"role_id": 4, "role_name": "Affiliate"}
]
}If you have any questions, please reach out to your dedicated CAKE Client Success Manager/Account Manager or contact the CAKE Support Team at support@getCAKE.com.