Level Approvals

Overview

Level Approvals allows you to review and approve partner level upgrade requests. When IBs meet progression conditions but admin approval is required, their requests appear here for review.

How Level Approvals Work

For Progression levels with "Admin Approval" setting:

1. Partner meets all upgrade conditions
2. System creates an approval request
3. Admin reviews and approves/rejects
4. Partner is upgraded (if approved)

Reviewing Approval Requests

Navigate to Approvals

Go to Partner Area > Level Approvals (in the sidebar under Commissions section). The page includes:

• Statistics Cards - Pending count, approved count, today's requests, and total
• Advanced Filter - Filter by status, approval type, and requested level via offcanvas panel
• Quick Actions - Approve or reject directly from the table

Request Information

Each request shows:

• Partner - Name and email of the IB
• Current Level - Their existing level
• Requested Level - Level they're upgrading to
• Conditions Met - Which criteria they fulfilled
• Request Date - When they qualified

Approving a Request

1. Review the partner's performance
2. Click "Approve"
3. Add optional notes
4. Confirm

The partner is immediately upgraded to the new level.

Rejecting a Request

1. Click "Reject"
2. Enter rejection reason
3. Confirm

The partner stays at their current level. They can qualify again if conditions change.

Notification Options

Configure in Settings > Notifications:

Admin Notifications:

• New level approval request
• Daily pending approvals summary

Partner Notifications:

• Level upgrade request submitted
• Level upgrade approved
• Level upgrade rejected

Auto vs Manual Approval

In IB Level settings, you can choose:

Auto Approval:

• Partner upgrades immediately when conditions met
• No admin action required
• Best for simple tier structures

Manual Approval:

• Request goes to approval queue
• Admin reviews before upgrade
• Best for VIP levels or large commission changes

Best Practices

1. Review pending approvals regularly
2. Set up admin notifications for new requests
3. Use manual approval for higher-tier levels
4. Document rejection reasons clearly
5. Consider partner's overall performance, not just numbers
6. Process approvals promptly to maintain partner motivation