Settings

Overview

Partner Area Settings allow you to configure how the IB/partner system works, including commission rules, referral tracking, withdrawal options, and notifications.

Settings Categories

Commission Settings

Configure how commissions are calculated and paid:

Commission Currency - Currency for commission payments
Commission Calculation - When commissions are calculated (trade close, daily, etc.)
Holding Period - Minimum trade duration for commission eligibility
Include Swaps - Whether to include swap fees in commission calculations

Referral Settings

Control how referral tracking works:

Cookie Duration - How long referral tracking cookie lasts
Attribution Model - First click, last click, or custom
Self-Referral - Allow partners to refer themselves
Existing User Attribution - Allow linking existing users to partners

💡

TipBefore going live with your partner program, test withdrawal settings by processing a small payout to verify that payment methods, minimum amounts, and notifications all work correctly.

Withdrawal Settings

Manage how partners receive their payouts:

Minimum Withdrawal - Lowest amount partners can withdraw
Withdrawal Frequency - How often withdrawals can be made
Auto Payout - Enable automatic payouts
Auto Payout Threshold - Amount that triggers auto payout
Payment Methods - Available payout options

Display Settings

Customize what partners see in their dashboard:

Show Referral Stats - Display referral performance
Show Commission Details - Show individual commission breakdown
Show Network Tree - Display Sub-IB hierarchy
Dashboard Widgets - Configure visible widgets

Support Settings

Configure partner support options:

Support Email - Contact email for partners
Support Hours - Display support availability
FAQ Link - Link to partner FAQ
Ticket System - Enable support tickets

Notification Settings

Control email notifications:

Admin Notifications:

New partner application
Large withdrawal requests
Partner level changes

Partner Notifications:

Application status updates
Commission earned alerts
Withdrawal confirmations
Level upgrade notices

Sub-IB Settings

Configure multi-level partner features:

Enable Sub-IBs - Allow partner hierarchies
Default Allocation - Default commission split
Maximum Depth - How many levels allowed
Self-Enrollment - Allow partners to add Sub-IBs themselves

Staff Settings

Manage admin staff access:

Staff Access - Enable/disable staff for Partner Area
Teams & Roles - Assign staff to teams with specific permissions
Activity Logging - Track staff actions

Accessing Settings

Go to Partner Area > Settings
Select the settings category from tabs
Modify settings as needed
Click "Save" to apply changes

Best Practices

Review settings when launching the partner program
Test withdrawal settings with small amounts first
Configure notifications to stay informed of important events
Document any non-default settings for team reference
Regularly review and update settings as the program grows

Next Steps

Applications — Configure application forms and approval modes
Levels — Create and manage IB tier levels
Wallets — Manage partner payouts and balances