Find your way around

Here’s what each part of your portal is for. Your program chooses which sections you see, and your role controls what you can do, so you might not see every area below.

Your dashboard

Your home screen shows where you stand at a glance:

• Anything that needs you: an agreement to sign, a payout or tax detail to add, or a payment waiting on something. These show up first so nothing blocks your payments.
• Your tier progress: your current tier and what’s needed to reach the next one, if your program uses tiers.
• Your numbers: a summary of your referrals by stage and what you’ve earned.
• Quick actions: submit a new referral or jump to your recent ones.

The main sections

• Home: your dashboard, above.
• Referrals: submit new referrals and track the ones you’ve sent.
• Payments: everything you’ve been paid and anything on the way. See Get paid.
• Agreements: review and sign the agreements that let you take part.
• Profile: your personal details, tax info, and payout method.
• Organization and Team: if you help run your side, manage your organization and your team.
• Resources, FAQs, and more: guides and materials your program shares with you, plus answers to common questions.

Tiers

Many programs have tiers you move up as you refer and close more. Your dashboard shows your current tier and the requirements for the next one. Reaching a new tier can change what you earn or unlock, depending on how your program is set up.

One login, more than one program

If you partner with more than one program that runs on Lasso, the same login can work across all of them. You’ll see a way to switch between the programs you belong to without signing in again, so you manage every partnership from one place.