# Managing Customers under Affiliates > Managing Customers under Affiliates - Source: https://docs.ghlcustomercare.com/docs/marketing/managing-affiliates/managing-customers-under-affiliates - Section: Marketing / Managing Affiliates - Reading time: 3 min - Images: 8, each explained below --- Effectively managing customers under an affiliate is key to maintaining accurate commission tracking and ensuring your affiliate program runs smoothly. Whether you need to remove inactive customers, reassign them to a different affiliate, or control their commission eligibility, having the right tools makes the process seamless **TABLE OF CONTENTS** - [Deleting a Customer from an Affiliate](#deleting-a-customer-from-an-affiliate) - [Step 1: Navigate to the Affiliate Profile](#step-1-navigate-to-the-affiliate-profile) - [Step 2: Locate the Customer](#step-2-locate-the-customer) - [Step 3: Delete the Customer](#step-3-delete-the-customer) - [Disabling/Enabling a Customer](#disabling-enabling-a-customer)  - [Step 1: Navigate to the Affiliate Profile](#step-1-navigate-to-the-affiliate-profile) - [Step 2: Locate the Customer](#step-2-locate-the-customer-2) - [Step 3: Disable the Customer](#step-3-disable-the-customer) - [Deleting Commissions](#deleting-commissions)  - [Step 1: Navigate to the Affiliate Profile](#step-1-navigate-to-the-affiliate-profile-3) - [Step 2: Locate the Commission](#step-2-locate-the-commission) - [Step 3: Delete the commission](#step-3-delete-the-commission) - [Moving Customers cross Affiliates](#moving-customers-cross-affiliates) - [Step 1: Go to the Affiliate Manager](#step-1-go-to-the-affiliate-manager) - [Step 2: Scroll to the "Customers" Tab](#step-2-scroll-to-the-customers-tab) - [Step 3: Click the Three-Dot Menu (⋮)](#step-3-click-the-three-dot-menu) - [Step 4: Choose "Move Customer"](#step-4-choose-move-customer) - [Step 5: Select the Destination Affiliate](#step-5-select-the-destination-affiliate) --- ## **Deleting a Customer from an Affiliate** ### **Step 1: Navigate to the Affiliate Profile** - Go to your **Affiliate page** - Locate the affiliate whose customer you want to remove. - Click on the affiliate's name to open their details. ### **Step 2:** **Locate the Customer** - In the **Customers** tab, find the customer you wish to delete. - You can use the search bar or filters to quickly locate them. ![Step 2 of 2: You can use the search bar or filters to quickly locate them](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041694830/original/Rs28ZeQLTK7EYNKOTdjNimkI6ixmeeaq3w.png) **Step 2 of 2: You can use the search bar or filters to quickly locate them** This screenshot accompanies step 2 of 2 in the "Step 2: Locate the Customer" section of "Managing Customers under Affiliates". At this point in the walkthrough you you can use the search bar or filters to quickly locate them. - What this covers: You can use the search bar or filters to quickly locate them. - Controls: Customers Full procedure: 1. In the Customers tab, find the customer you wish to delete. 2. You can use the search bar or filters to quickly locate them. <- this image ### **Step 3:** **Delete the Customer** - Click the **Delete** button next to the customer’s name. - Confirm the action when prompted. ![Step 2 of 2: Confirm the action when prompted](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155041694841/original/ze_KOIAsP6a9KNKaSC6XlRXbR8IRcmulDw.png) **Step 2 of 2: Confirm the action when prompted** This screenshot accompanies step 2 of 2 in the "Step 3: Delete the Customer" section of "Managing Customers under Affiliates". At this point in the walkthrough you confirm the action when prompted. For context, this section explains: Click the Delete button next to the customer’s name. Confirm the action when prompted. - How to confirm: Confirm the action when prompted. - Controls: Delete, - Full procedure: 1. Click the Delete button next to the customer’s name. 2. Confirm the action when prompted. <- this image **What Happens After Deleting a Customer?** **\-** The customer will no longer be associated with the affiliate. - Any future commissions from this customer will no longer be generated --- ## **Disabling/Enabling a Customer**  ### **Step 1: Navigate to the Affiliate Profile** - Go to your **Affiliate page** - Locate the affiliate whose customer you want to remove. - Click on the affiliate's name to open their details. ### **Step 2:** **Locate the Customer** - In the **Customers** tab, find the customer you wish to Disable/Enable. - You can use the search bar or filters to quickly locate them. ### **Step 3:** **Disable the Customer** - Click the 3 dots and click **Disable Customer.** - Confirm your action - You will see the status tag changed to **"Disabled"** - To enable, follow the same process and click on **Enable Customer.** Please note that only disabled customers can be enabled again. ![Step 4 of 4: To enable, follow the same process and click on Enable Customer…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042193140/original/ENSjul7U4c4ZIhsSsXwqQGIA0wdanpeK4Q.png) **Step 4 of 4: To enable, follow the same process and click on Enable Customer…** This screenshot accompanies step 4 of 4 in the "Step 3: Disable the Customer" section of "Managing Customers under Affiliates". At this point in the walkthrough you to enable, follow the same process and click on Enable Customer. Please note that only disabled customers can be enabled again. This part of the guide covers 1 field, listed below. - What to click: To enable, follow the same process and click on Enable Customer. Please note that only disabled customers can be enabled again. - Fields: You will see the status tag changed to "Disabled" - Controls: Enable Customer., Disable Customer., "Disabled" Full procedure: 1. Click the 3 dots and click Disable Customer. 2. Confirm your action 3. You will see the status tag changed to "Disabled" 4. To enable, follow the same process and click on Enable Customer. Please note that only disabled customers can be enabled again. <- this image **When to disable a customer?** Setting a customer as "Disabled," means no further sales will be tracked, and they will no longer generate commissions. This is helpful for handling fraudulent signups or preventing commission assignments in specific cases. --- ## **Deleting Commissions**  ### **Step 1: Navigate to the Affiliate Profile** - Go to your **Affiliate page** - Locate the affiliate whose commission you want to delete. - Click on the affiliate's name to open their details. ### **Step 2:** **Locate the Commission** - In the **Commissions** tab, find the commission you wish to delete. - Only Denied commissions can be deleted, so deny the commission first if required ![Step 2 of 2: Only Denied commissions can be deleted, so deny the commission first…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042528246/original/amT3S38PlZzKiG-ZqtOnt0RKwKFXdfey8g.png) **Step 2 of 2: Only Denied commissions can be deleted, so deny the commission first…** This screenshot accompanies step 2 of 2 in the "Step 2: Locate the Commission" section of "Managing Customers under Affiliates". At this point in the walkthrough you only Denied commissions can be deleted, so deny the commission first if required. - What this covers: Only Denied commissions can be deleted, so deny the commission first if required - Controls: Commissions Full procedure: 1. In the Commissions tab, find the commission you wish to delete. 2. Only Denied commissions can be deleted, so deny the commission first if required <- this image ### **Step 3:** **Delete the commission** - **Once denied, click on the 3 dots again and click on delete. ![Step 1 of 2: Once denied, click on the 3 dots again and click on delete](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042528432/original/XPZJIdaJ1uJlL6micNsPyLcVytJSm5JhIg.png) **Step 1 of 2: Once denied, click on the 3 dots again and click on delete** This screenshot accompanies step 1 of 2 in the "Step 3: Delete the commission" section of "Managing Customers under Affiliates". At this point in the walkthrough you once denied, click on the 3 dots again and click on delete. The next step is to confirm your action. - What to click: Once denied, click on the 3 dots again and click on delete. - Controls: Confirm your action - Next: Confirm your action Full procedure: 1. Once denied, click on the 3 dots again and click on delete. <- this image 2. Confirm your action ** - **Confirm your action ![Step 2 of 2: Confirm your action](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155042528452/original/LSqRLYM1JDSV_pSOxNcZURzlnosuJzbdNw.png) **Step 2 of 2: Confirm your action** This screenshot accompanies step 2 of 2 in the "Step 3: Delete the commission" section of "Managing Customers under Affiliates". At this point in the walkthrough you confirm your action. For context, this section explains: Once denied, click on the 3 dots again and click on delete. Confirm your action. - How to confirm: Confirm your action - Controls: Confirm your action Full procedure: 1. Once denied, click on the 3 dots again and click on delete. 2. Confirm your action <- this image ** --- ## **Moving Customers cross Affiliates** **Important note :**\- You can only move a customer within the same campaign. - If you choose to move commissions, only unpaid commissions will be transferred. Paid commissions will remain with the original affiliate. ### **Step 1: Go to the Affiliate Manager** - Head to the Affiliate's profile where the customer is currently assigned. ### **Step 2:** **Scroll to the "Customers" Tab** - Once you're inside the affiliate's profile, scroll down to find the Customers section. ### **Step 3:** **Click the Three-Dot Menu (⋮)** - Next to the customer you want to move, click the three dots to open actions. ### **Step 4:** **Choose "Move Customer"** - Select the "Move Customer" option from the dropdown. ![Step 1 of 1: Select the "Move Customer" option from the dropdown](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044773814/original/-Kx6P7L6GA8Wf6CanKVN7wqjtiCCX_ikAw.png) **Step 1 of 1: Select the "Move Customer" option from the dropdown** This screenshot accompanies step 1 of 1 in the "Step 4: Choose "Move Customer"" section of "Managing Customers under Affiliates". At this point in the walkthrough you select the "Move Customer" option from the dropdown. - What to choose: Select the "Move Customer" option from the dropdown. ### **Step 5:** **Select the Destination Affiliate** - In the pop-up, select the affiliate you want to move the customer to. - Toggle ON the option **"Also move all associated commissions of this Customer to destination Affiliate"** if you want to transfer unpaid commissions. - Hit **Move** to complete the move! ![Step 3 of 3: Hit Move to complete the move!](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155044773868/original/zitPHCIS7LlmlG0TdOQCm55QuXWZ2PLjCA.png) **Step 3 of 3: Hit Move to complete the move!** This screenshot accompanies step 3 of 3 in the "Step 5: Select the Destination Affiliate" section of "Managing Customers under Affiliates". At this point in the walkthrough you hit Move to complete the move! For context, this section explains: In the pop-up, select the affiliate you want to move the customer to. Toggle ON the option "Also move all associated commissions of this Customer to destination Affiliate" if you want to transfer unpaid commissions. Hit Move to complete the move! - What to click: Hit Move to complete the move! - Controls: Move Full procedure: 1. In the pop-up, select the affiliate you want to move the customer to. 2. Toggle ON the option "Also move all associated commissions of this Customer to destination Affiliate" if you want to transfer unpaid commissions. 3. Hit Move to complete the move! <- this image --- --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com