Account Affiliate Manager: Affiliate Portal Settings

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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 towards essential onboarding steps and control what they see on their dashboards.

  • 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.

  1. Go to Affiliate Manager
  2. Click on the Settings tab
  3. Switch to

    Affiliate Portal Settings

  4. Enable the toggles based on your preferences
  5. Click Save — and you’re all set!
  • Reduce manual follow-ups for tax forms and payout details
  • Ensure faster and more compliant commission payments
  • Customise what affiliates see for better data privacy and brand control
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