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 platform settings depending on their assigned role |
| Affiliates | Publishers and partners who promote your offers | Log in to the Affiliate Portal to view offers, grab tracking links, and check their own performance stats |
| Advertisers | Brands or clients whose offers you are running | Log in to the Advertiser Portal to review campaign performance and reporting for their own offers |
Note:
Affiliates and Advertisers each have their own dedicated portal login. They do not share the same dashboard as your admin team and can only see data that belongs to them.
Affiliates and Advertisers each have their own dedicated portal login. They do not share the same dashboard as your admin team and can only see data that belongs to them.
How to Create and Invite Users
Creating an Admin User
1
Go to Admin in the top navigation, then select Users.
2
Click Add User in the top-right corner.
3
Fill in the user's first name, last name, and email address. The email address becomes their login username.
4
Assign a Role from the dropdown — roles control what this person can see and do.
5
Set a temporary password, or leave blank to have CAKE send an automated invitation email with a password-reset link.
6
Click Save.
Creating an Affiliate Account
1
Go to Affiliates in the top navigation and click Add Affiliate.
2
Enter the affiliate's company name, contact name, and email address.
3
Complete the billing and payment details as needed.
4
Under Portal Access, choose whether to send a welcome email immediately or save the account in pending state for review first.
5
Click Save.
Creating an Advertiser Account
1
Go to Advertisers in the top navigation and click Add Advertiser.
2
Enter the advertiser's company name, contact name, and email address.
3
Set their billing contact details and any relevant account notes.
4
Enable Portal Access if you want them to be able to log in and view their own reporting.
5
Click Save and send the welcome email when ready.
Tip:
If your CAKE plan includes a self-registration page, affiliates can sign up directly and their account will appear in a pending state for your review before they get access.
If your CAKE plan includes a self-registration page, affiliates can sign up directly and their account will appear in a pending state for your review before they get access.
Roles and Permissions
Roles determine what an admin user can access inside your CAKE dashboard.
| Role | Typical User | Key Access |
|---|---|---|
| Super Admin | Platform owner or lead administrator | Full access to all settings, users, billing, and data across the entire account |
| Admin | Senior network manager | Manage offers, affiliates, advertisers, and most reports; limited billing and system settings 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 any records |
If the built-in roles don't match your team's needs, create custom roles under Admin > Roles. Custom roles let you enable or disable individual permissions granularly.
Caution:
Be careful when assigning Super Admin access. Users with this role can change account settings, view all financial data, and manage other users — including removing admin accounts.
Be careful when assigning Super Admin access. Users with this role can change account settings, view all financial data, and manage other users — including removing admin accounts.
Resetting Passwords and Updating User Details
1
Go to Admin > Users and find the user whose password needs resetting.
2
Click the user's name to open their record, then click Edit.
3
Enter a new temporary password in the password field, or use the option to send a password reset email.
4
Click Save. The user will need to change the temporary password on their next login.
Tip:
Always use the password-reset email option when possible — it avoids sharing a password over an insecure channel and forces the user to set their own credentials.
Always use the password-reset email option when possible — it avoids sharing a password over an insecure channel and forces the user to set their own credentials.
Account Security Best Practices
- Assign the least-permissive role that allows the user to do their job. Don't give everyone Admin access when Account Manager or Reporting Only is sufficient.
- Remove inactive users promptly. Former employees or contractors should have their access revoked on their last day.
- Rotate API keys when team members with access leave. See API Access & System Settings for instructions.
- Audit your user list quarterly. Confirm everyone still on the list still needs the access they have.
- Use strong, unique passwords. Encourage users to use a password manager and avoid reusing credentials from other sites.
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.