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.
Go to Marketing > 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!
