HighLevel adds consent, tax form and payout setup to Affiliate Manager. Affiliates can accept your commission terms, submit a W9 or W8 form and add a payout method in one place before they get paid.
Admins upload commission terms as a PDF of up to 5 MB. Affiliates must accept them before they become payout eligible.
A new Compliance column in the Affiliates list and Payouts table shows who is pending. Each affiliate's profile lists what is missing, such as the tax form or payment method.
Admins turn options on in Settings → Affiliate Portal Settings, and the settings apply to every campaign. The feature is available only in the new Client Portal interface. HighLevel does not block payouts automatically, so admins decide whether to pay affiliates who are still pending.