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:

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!

⭐ 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