new
Affiliate Manager
Sub Account Affiliate Manager: Affiliate Portal Settings
We’re excited to introduce the Affiliate Portal Settings Page — a central place for managing key affiliate portal preferences. This release gives admins the ability to guide affiliates toward essential onboarding steps and control what they see on their dashboards.
👀 What’s New?
- Ask Affiliates to Upload W9/W8 Forms: Displays a banner on the affiliate dashboard prompting them to upload required tax documents to ensure compliance and smooth payouts.
- Require Affiliates to Set Up a Payout Method: Shows a persistent nudge banner on the affiliate dashboard urging them to add a valid payout method before receiving commissions.
- Mask Referral Emails on Affiliate Dashboard: Protect customer data by masking parts of referral email addresses visible to affiliates for added privacy.
- Configure Payout Methods: Choose which payout methods (e.g., PayPal, Banks) you want to offer affiliates in the portal. Only selected methods will be shown on their end.
👷 How It Works:
- Go to Affiliate Manager
- Click on the Settings tab
- Switch to Affiliate Portal Settings
- Enable the toggles based on your preferences
- Click Save — and you're all set!
⭐ Why it Matters:
- Reduce manual follow-ups for tax forms and payout details
- Ensure faster and more compliant commission payments
- Customize what affiliates see for better data privacy and brand control
