---
title: Core concepts
slug: core-concepts
description: Learn the core concepts of Roster, from the Brand Portal to programs and rewards, so you can navigate the platform and get more from your program.
docTags: 
createdAt: 2024-09-21T20:46:30.081Z
---

Understanding the core concepts of Roster will help you navigate the platform more effectively and get the most out of your ambassador program. Below is an introduction to the key features and terms you'll encounter within Roster.

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## Brand Portal

The brand portal is what you and your team members log into to manage your Roster programs and account settings. This help center is specifically focused on using all the features and settings found within the brand portal. You can log into the brand portal by going to [https://app.getroster.com](https://app.getroster.com).

Team members who manage multiple Roster accounts can seamlessly switch between accounts by clicking the brand logo/name in the bottom left and selecting one of the other Roster accounts in the flyout menu.&#x20;

***

## Ambassador Portal

The ambassador portal is where your ambassadors access their ambassador accounts. Roster uses magic links to give ambassadors access to their accounts, alleviating them from having to remember a username and password.&#x20;

Ambassadors who work with other brands also using Roster are able to seamlessly switch between their ambassador accounts by clicking the brand logo in the top-left of the ambassador portal and selecting another brand.&#x20;

***

## Social Feed

The social feed in Roster is the central hub to see all the social posts mention your brand. Not only will you see what your ambassadors are posting, but it can be a goldmine for recruiting passionate customers who are already talking about your brand organically. With the social feed, you can download original content to be re-used for marketing efforts.

See [Social feed overview](docId\:By-y0lSyE2CI7Hk-jPH9W)&#x20;

***

## Programs

Programs are ongoing initiatives that group your ambassadors into a single focus. They can be long-term efforts designed to build brand loyalty or specialized groups for targeting specific audiences. Programs give structure to your ambassador activities and provide an easy way to track performance over time.

See [Programs overview](docId\:h2bfFhlzBFhEo0oGPDp98)&#x20;

***

## Ambassadors

Ambassadors are the advocates for your brand. These individuals participate in your programs, promote your products, and engage in campaigns. Roster makes it easy to manage your ambassador relationships, track their performance, and reward their efforts.

The term ambassador is inclusive of other terms your brand might use, such as creators, influencers, affiliates, advocates, athletes, professionals, etc.

In Roster, ambassadors are also referred to as contacts, program members, campaign participants, milestone participants, etc. depending on the context.&#x20;

See [Contacts overview](docId\:WoucdhiMoqjoixsh4uzww)&#x20;

***

## Community

The Community feature allows you to engage with all your ambassadors in one place. It fosters collaboration and helps you build stronger relationships with your ambassadors by allowing discussions, announcements, and feedback collection.

See [Community overview](docId\:uApOceACHRgQuODzD9anO)&#x20;

***

## Milestones

Milestones are a way to reward ambassadors for achieving specific goals. Whether it's hitting a certain number of referrals or completing a set number of actions, milestones encourage ongoing participation by offering recognition and rewards for specific achievements.

See [Milestones overview](docId\:GflfKmekXSxM5_mVUFLE8)&#x20;

***

## Campaigns

Campaigns are time-bound efforts that drive specific actions or outcomes from your ambassadors. A campaign might be centered around promoting a new product or achieving a particular sales goal. Campaigns can be customized with different rewards and goals to fit your brand’s needs.

See [Campaigns overview](docId:0ZwdnjC0Hl9vFUsQ9fxAJ)&#x20;

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## Actions

Actions represent tasks or activities you want your ambassadors to complete. These could range from posting on social media to referring new customers. Roster allows you to track these actions and measure ambassador performance based on their completion.

See [Actions overview](docId\:S06lmZmiX1HtAaV1t8Aah)&#x20;

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## Referrals

Referrals track how your ambassadors drive new and existing customers to your brand. Roster allows you to monitor referral links and codes used by your ambassadors, providing visibility into how much revenue and engagement each ambassador is generating.&#x20;

See [Referrals overview](docId:6BKpMpi6_zcRkMgXNhrEU)&#x20;

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## Sales Attribution

Sales attribution is the process by which Roster attributes an order (aka conversion) to the action of an ambassador. Attributions come in two types: **referrals&#x20;**&#x61;nd **personal orders**. It's important to understand Roster's attribution rules so that when orders start coming in, the terms used in Roster such as attribution method, attribution source, referred orders vs. personal orders, etc. make sense.&#x20;

See [Sales attribution overview](docId\:uwop1NeBKqWrk6cAqzrKv)&#x20;

***

## Payments

Payments are an essential component to programs that offer referral commissions. Roster's payment features allow brands to review and process payments directly within the platform, streamlining both process and ambassador communication.

See [Payments overview](docId\:jd6ppzmdtzi2ehLHHiGA5)&#x20;

***

## Discounts

Discount codes are a powerful tool to incentivize both ambassadors and their followers. Roster integrates with e-commerce platforms like Shopify to make it easy for ambassadors to share discount codes with their audience and for you to track the results.

See [Discounts overview](docId\:Tc61O6yDpZ0ietI0ha9n7)&#x20;

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## Rewards

Product rewards are incentives offered to ambassadors for completing actions or achieving milestones. You can set up product rewards using Roster’s integration with platforms like Shopify, allowing ambassadors to redeem specific products based on predefined criteria.

See [Rewards overview](docId\:uTd3qwFmmlFoACAj8kauS)&#x20;

***

By familiarizing yourself with these core concepts, you'll be better equipped to manage and optimize your ambassador program through Roster. Each of these features works together to help you build a successful, data-driven ambassador strategy.

