> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Use the Affiliate Portal

> Turn on the Affiliate Portal, choose which features partners see, and tour what they get once they log in.

# How to Use the Affiliate Portal

The Affiliate Portal is where partners log in to see their own leads, customers, commissions, referral links, and media. This page covers enabling the portal, choosing what partners see, and what each portal section does.

## Enable the app

The portal is a Client Portal app. In **Client Portal Settings → App Permissions**:

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/01.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=1254ccfd9e5b008fbc6d804492cb1ce5" alt="Enabling the App in the Affiliate Manager" width="1601" height="485" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/01.png" />
</Frame>

Select **Affiliates** from the child apps and click save.

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/02.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=9d1b64dfa2d8a764ab3dc905b0dc6b70" alt="Enabling the App in the Affiliate Manager (2)" width="1517" height="571" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/02.png" />
</Frame>

## Customize available features

In **Affiliate Manager → Settings → Affiliate Portal Settings**:

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/03.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=ee1bf30834e161af0d999d66514bcc85" alt="Customizing Available Features in the Affiliate Manager" width="1474" height="528" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/03.png" />
</Frame>

Toggle each setting on (green) or off (gray):

1. **Require W9/W8 Form Uploads** — prompts partners for tax forms, preventing payout delays.
2. **Mask Referral Emails** — obscures customer email addresses (e.g., `john****@gmail.com`) to protect lead data.
3. **Require Payout Method Setup** — prompts partners to configure a payout method (e.g., PayPal or bank account) so payments aren't held up.
4. **Configure Payout Methods** — controls which payout methods partners can choose.

Click **Save (5)** to apply.

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/04.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=9c9a4badd092ca33a92979fb13fcd8e8" alt="Customizing Available Features in the Affiliate Manager (2)" width="1265" height="727" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/04.png" />
</Frame>

<Note>
  Enable at least one payout method so new partners aren't stuck, and use referral email masking when you want to limit exposure of customer data.
</Note>

## How partners get access

Partners receive an invitation email automatically when added to an active campaign — make sure **Invite Email** is enabled in the campaign settings. They log in with the credentials from that email and land on their Affiliate Dashboard. If not redirected automatically, they can open the app switcher and select **Affiliates**.

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/05.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=07dbf8018150bca95921093c87b4de1d" alt="How Does an Affiliate Gain Access to the Portal? in the Affiliate Manager" width="1764" height="588" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/05.png" />
</Frame>

## What partners see

### Dashboard

All active campaigns with leads, customers, clicks, and commissions. Referral links are available right on this screen.

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/06.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=3eb463b5ed267d7d3c2368e18c09b067" alt="Dashboard in the Affiliate Manager" width="1621" height="551" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/06.png" />
</Frame>

### Sub-Affiliates

For programs with sub-affiliate tiers: manage sub-affiliates and share a sign-up URL to recruit new ones.

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/07.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=0d08e203beaa66b9fe2fb2617c5436b5" alt="Sub-Affiliates in the Affiliate Manager" width="911" height="451" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/07.png" />
</Frame>

### Leads/Customers

Customer activity generated through the partner's links.

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/08.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=c753dd40f9746037cb71157e0ace5d0b" alt="Leads/Customers in the Affiliate Manager" width="1637" height="812" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/08.png" />
</Frame>

### Commissions

Earned commissions, revenue generated, and payout status.

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/09.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=59dd6a7d06cfdd12b1bfe155f3a5200d" alt="Commissions in the Affiliate Manager" width="1627" height="740" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/09.png" />
</Frame>

### Payout Methods

Where partners add and manage payout methods and tax forms.

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/10.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=6f0ec94a99e367659c3b90ef50dd2fff" alt="Payout Methods in the Affiliate Manager" width="1628" height="789" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/10.png" />
</Frame>

### Media

Files shared by the campaign owner — partners can copy media links or download assets. See [Media](/operators/affiliates/affiliate-manager-media).

<Frame>
  <img src="https://mintcdn.com/fundingmachine-b7281907/2SMOvA86qKqs41So/images/affiliate-manager/how-to-use-the-affiliate-portal/11.png?fit=max&auto=format&n=2SMOvA86qKqs41So&q=85&s=2922675afb582c63fbea51601899ba5d" alt="Media in the Affiliate Manager" width="1640" height="651" data-path="images/affiliate-manager/how-to-use-the-affiliate-portal/11.png" />
</Frame>
