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Forex CRM / Partner Area/Sub-IBs

Sub-IBs

Manage hierarchical partner relationships and commission allocation.

Overview

The Sub-IB Network allows you to create hierarchical partner relationships where one IB (Master IB) can have other IBs (Sub-IBs) underneath them. This enables multi-level commission structures and network growth.

Key Concepts

TermDescription
Master IBThe parent partner who has Sub-IBs underneath them
Sub-IBA partner assigned under a Master IB in the hierarchy
Commission AllocationThe percentage of commission the Sub-IB keeps vs what goes to Master IB
Network TreeVisual representation of the IB hierarchy

How Sub-IB Commissions Work

When a Sub-IB's referral makes a trade:

  1. Commission is calculated based on Sub-IB's level
  2. Sub-IB receives their allocated percentage
  3. Master IB receives the remaining percentage
                  +-------------------+
                  | Total Commission  |
                  |     (e.g. $10)    |
                  +---------+---------+
                            |
              +-------------+-------------+
              |                           |
    +---------v---------+       +---------v---------+
    |   Sub-IB Share    |       |  Master IB Share  |
    |  70% = $7.00      |       |  30% = $3.00      |
    +-------------------+       +-------------------+

Example: If total commission is $10 and allocation is 70%:

  • Sub-IB receives: $7 (70%)
  • Master IB receives: $3 (30%)

Managing Sub-IB Relationships

Viewing All Sub-IB Relationships

Navigate to Partner Area > Sub-IB Network to see all active Sub-IB relationships in the system.

Creating a Sub-IB Relationship

  1. Go to Sub-IB Network or use Quick Actions
  2. Click "Attach Sub-IB"
  3. Search for Master IB - Select the parent partner
  4. Search for Sub-IB - Select the partner to attach
  5. Set Allocation % - Define how commission is split
  6. Click "Attach"

From Partner Details Page

  1. Open a partner's details
  2. Go to Network Tree tab
  3. Click "Add Sub-IB"
  4. Search and select the partner to attach

Sub-IB Actions

For each Sub-IB relationship, you can:

  • View Details - See relationship info and commission history
  • Update Allocation - Change the commission split percentage
  • Suspend - Temporarily pause the Sub-IB relationship
  • Activate - Resume a suspended relationship
  • Terminate - Permanently end the relationship
  • Reassign - Move the Sub-IB to a different Master IB

Allocation Rules

  • Allocation must be between 0% and 100%
  • Higher allocation = more commission for the Sub-IB
  • Lower allocation = more commission for the Master IB
  • Changes take effect for future trades only
📧
NoteAllocation percentage changes only apply to future trades. Previously earned commissions retain their original split and will not be recalculated.

Network Visualization

The Network Tree shows:

  • Master IB at the top
  • Sub-IBs branching below
  • Referrals under each IB
  • Commission flow indicators

Settings

Configure Sub-IB features in Settings > Sub-IB:

  • Enable/disable Sub-IB functionality
  • Set default allocation percentage
  • Configure maximum network depth
  • Allow/disallow self-enrollment as Sub-IB

Best Practices

  1. Set clear allocation percentages that incentivize both Master IBs and Sub-IBs
  2. Use the network tree to visualize complex hierarchies
  3. Review inactive Sub-IB relationships periodically
  4. Document special arrangements in admin notes
  5. Consider performance when adjusting allocations

Next Steps

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