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

# The member portal

> The self-service dashboard where members track links, rewards, and commissions — and how to customize it.

The portal is a "My Account" page for your program members — referrers
and affiliates alike. It answers the question you'd otherwise get by
email every day: *"Where do I see my rewards?"*

Your portal URL is shown under **Settings → Referral & Affiliate
Dashboard** (it ends in `/my-account`) — link it from your store's
footer or navigation. *(Essential plan)*

## What members see

* **Login** — password-free, via email OTP: the member enters their
  email, receives a one-time code, and is in. Enable this under
  **Allow Email OTP for Guest Login**. Only approved members receive
  codes.
* **Referral tab** — their referral link with share buttons, Total
  Sales and Total Rewards stats, and a reward history table.
* **Affiliate tab** — their affiliate link and coupons, stats
  (Commission Balance, Total Earnings, Total Paid), a transactions
  table, plus self-service actions:
  * **Convert as coupon** / **Convert as storeCredit** — claim part or
    all of their balance instantly (when you've enabled these payout
    options)
  * **PayPal email capture** — affiliates enter and update the email
    you'll pay them at

## Customizing the portal

**Settings → Referral & Affiliate Dashboard → Customize Referrer /
Affiliate dashboard page** opens a full editor with Edit/Preview and
Desktop/Mobile views. Every text on the page is editable — headings,
tab names, stat labels, table headers, empty-state messages, the claim
popups, and Custom CSS. The OTP login page and OTP email have their own
customizers (**Customize OTP Page**, **Customize OTP Email**).

For multi-language stores, **Manage Account Translations** (Settings →
General → Translations) translates the portal per locale.

## Headless & custom pages

Running headless, or want the portal inside an existing page?
**Affiliate → Settings → Embedded Pages** provides copyable embed URLs
for the affiliate portal and signup form.

## Use cases & examples

<AccordionGroup>
  <Accordion title="Cut 'where's my reward?' support tickets" icon="circle-question" description="Link the portal in your store footer and order emails.">
    Most reward questions are self-served the moment members can log
    in. Add the portal link to your footer and the referral welcome
    email.
  </Accordion>

  <Accordion title="Affiliates manage their own payout details" icon="wallet" description="PayPal emails collected in the portal, not over email.">
    With OTP login on, affiliates add their PayPal address themselves —
    and your bulk payouts stop skipping members with missing details.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="A member can't log in">
    The OTP email only goes to **approved** members — pending or
    rejected applicants see "you are not part of our referral /
    affiliate program". Check their status, and that OTP guest login
    is enabled.
  </Accordion>

  <Accordion title="A member sees a blocked message">
    "Your Account has been Blocked" means exactly that — unblock them
    from the member profile if it was a mistake. "Your
    referral/affiliate program is disabled" appears when the program
    toggle is off in Settings → General.
  </Accordion>
</AccordionGroup>

## Need help?

<CardGroup cols={3}>
  <Card title="Book a call" icon="calendar-days" href="https://cal.com/yukoteam/shopjar">
    Schedule a free call with our team for personal setup assistance.
  </Card>

  <Card title="Contact support" icon="comments" href="#crisp-chat">
    Chat with us directly — we're happy to help with any question.
  </Card>

  <Card title="Install Shopjar" icon="download" href="https://apps.shopify.com/referral-and-affiliates">
    Get [Shopjar Referral & Affiliate Marketing](https://apps.shopify.com/referral-and-affiliates) from the Shopify App Store.
  </Card>
</CardGroup>