FAQs
Quick answers to the questions partners ask most. If yours isn’t here, use the search box above or contact your program’s partner manager from the portal.
Getting paid
When do I get paid? When a referral you sent closes and earns its reward, that amount is paid to you on your program’s payout schedule. You can follow each payment under Payments. See Get paid.
Why hasn’t my payment come through? The most common reason is that your setup isn’t finished. You need a payout method and a verified tax form on file, and any agreement your program requires signed. Your portal flags anything missing. See If a payment hasn’t arrived.
Can I be paid in my own currency? Yes. You’re paid by bank transfer in any of 49 currencies: you choose the currency you’re paid in, and the conversion is handled for you at the time of payment. There’s nothing extra to set up.
Why am I being asked for a code when I change my payout method? Adding, switching, or deleting a payout method changes where your money goes, so Lasso emails you a 6-digit code to confirm it’s you. See Confirming it’s you.
Is there a fee on my payouts? It depends on your program. Your payout setup screens say whether a processing fee applies to you and how much, or that fees are waived. See Processing fees.
My payout method disappeared. What happened? If your bank turns away two payments to the same payout method within 90 days, Lasso removes it and emails you the reason. Add a payout method with correct details, or make another one your default. See If a payment hasn’t arrived.
Taxes
Why do I need to complete a tax form? A verified tax form has to be on file before any payment can be released to you. Your portal guides you to the right form for where you’re based. See Tax forms and IRS verification.
It says “We can’t check this tax ID right now.” What do I do? The IRS limits how often the same tax ID can be checked. Choose Correct my information and enter your legal name exactly as it was verified before. If your tax ID has reached its checks for the year, contact support@onelasso.com and the check will be re-run for you. See If your tax ID can’t be verified.
Will I get a 1099? If you’re in the US, you may receive a 1099 summarizing what you were paid over the year. The exact rules depend on how you’re paid and how much. See Tax forms you may receive.
Referrals
How do I submit a referral? From Referrals in your portal, with a referral link your program gives you, by copying your program’s referral email address on an introduction email, or from Slack. See Submit a referral.
What do the referral statuses mean? Each referral moves through stages from submitted to closed. See Track your referrals.
Agreements
Why am I being asked to sign something before I can continue? Some agreements have to be signed before you can use the rest of the portal, and payments are held until a required agreement is signed. Sign it and you’ll carry straight on. See Sign agreements.
It says I’m waiting on a colleague to sign. Why? Your program named a specific person to sign on your organization’s behalf, and it isn’t you. Once they sign, access opens for everyone on your team.
Your team & profile
How do I add a colleague to the portal? If your role allows it, open Team, invite them by email, and choose their role. See Your team.
Where do I update my payout or tax details? In your profile for personal earnings, or in your organization for company earnings. Which you see depends on how you’re paid.
How do I stop getting some emails? Open Profile, then Notifications, and turn off the updates you don’t want, by email, Slack, or both. Newsletters, announcements, automated program emails, and new-resource emails also have an unsubscribe link that turns off just that kind of email. See Your profile.
I can’t see part of the portal a colleague can see. Your role decides which areas you see. Check what your role allows on the Details tab of your profile, and ask whoever manages your team if you need more. See Your team.
Signing in
My activation or sign-in link expired. What now? Request a fresh link from the sign-in page. See Join & sign in.
Can I use one login for more than one program? Yes. If you partner with more than one program that runs on Lasso, the same login can work across all of them.
Still need help?
Your program’s partner manager is your best contact and is reachable from the portal. They can see your setup and help you sort out anything that’s stuck.