Administration
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Admin specific menus used for managing members and setting different configurations in the system for various functionalities are consolidated under this section.
Admin can manage the network of members in the system using the submenus under Manage Members.
All the users in the system who are placed in the genealogy tree with user role as member will be displayed under Manage members. Admin has the privilege to edit the profile and change the password of these members and also block the members.
The following details of the members are displayed on the screen.
Username: Username of the team member.
Full Name: Full name of the user.
Email: Email id of the user.
Sponsor: Username of the sponsor of the user.
Joined Date: Date on which the user joined the system.
Rank: Current Rank of the user.
Actions: Options to edit the profile and change password of the user is given under actions.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click Edit Profile under Actions field against the particular member. You will be redirected to the Edit member screen as shown below.
Profile Details of the selected member will be displayed. First name, Last name, Email address and Phone number of the member can be edited by the admin.
Click Reset to clear the changes done before saving.
Click Save changes to save the updates done. A popup screen to enter a token appears as shown below.
A token will be sent to the registered email id of the admin. Enter the token in the respective field.
Click Save changes to update the changes.
Click Back in Edit member screen to go back to manage members page.
Click Change password option under Actions field against the particular member. You will be redirected to the Change Password screen as shown below.
Enter the new password in the respective field. Note:
Password should not be too similar to other personal information. It must contain at least 8 characters with at least one capital Letter, small letter, number, and a special character.
Enter the password again in New password confirmation field.
Click Change Password icon to save the changes.
Click Reset to clear the fields.
Admin can block a user so that the user will not be able to login to the system. Perform the following steps to block a user.
Select the user to be blocked by ticking the checkbox against the particular users.
Click Block Member option under Action menu available on top of the screen. The user will be blocked successfully.
Members can be viewed based on ranking method by selecting the ranking methodology from the dropdown on top of the screen and the members based on the ranking method will be displayed. Dropdown consists of two options Rank and Pay Rank.
Rank: Rank will be assigned to the users according to their performance from the date of joining in this method. Users in the system will be displayed with their rank according to this ranking method on selecting this option.
Pay Rank: Pay Rank is the method of assigning rank to users based on their performance in a particular period i.e. weekly or monthly. The rank will be reset to the initial stage during the starting of the time period regularly and will be upgraded based on the performance of the user. Users in the system will be displayed with their rank according to this pay rank method on selecting this option.
Click Filter option on the top of the screen to filter the members based on full name and email id. The users can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the users.
Enter the data based on which you want to filter the data in the respective fields.
Click Search and you will get the user satisfying the search criteria displayed.
Click Reset to clear the filter.
Users blocked by the admin are displayed under Blocked members.
The following details of the blocked members are displayed on the screen.
Username: Username of the blocked member.
Full Name: Full name of the member.
Email: Email id of the member.
Joined Date: Date on which the member joined the system.
Rank: Current Rank of the member.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Admin can unblock users in this page. Perform the following steps to unblock a user.
Select the user to be unblocked by ticking the checkbox against the particular user.
Click Unblock Member option under Action menu available on top of the screen. The user will be unblocked successfully and will be moved to manage members page.
Members can be viewed based on ranking method by selecting the ranking methodology from the dropdown on top of the screen and the members based on the ranking method will be displayed. Dropdown consists of two options Rank and Pay Rank.
Rank: Rank will be assigned to the users according to their performance from the date of joining in this method. Users in the system will be displayed with their rank according to this ranking method on selecting this option.
Pay Rank: Pay Rank is the method of assigning rank to users based on their performance in a particular period i.e. weekly or monthly. The rank will be reset to the initial stage during the starting of the time period regularly and will be upgraded based on the performance of the user. Users in the system will be displayed with their rank according to this pay rank method on selecting this option.
Click Filter option on the top of the screen to filter the members based on name and email id. The users can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the users.
Enter the data based on which you want to filter the data in the respective fields.
Click Search and you will get the user satisfying the search criteria displayed.
Click Reset to clear the filter.
All the users in the system with user role as customer will be displayed under Manage Customers. Customers will not be placed under genealogy tree. Admin has the privilege to edit the profile and change the password of these customers and also block the customers.
The following details of the customers are displayed on the screen.
Username: Username of the customer.
Full Name: Full name of the customer.
Email: Email id of the customer.
Sponsor: Username of the sponsor of the customer.
Joined Date: Date on which the customer joined the system.
Rank: Current Rank of the customer.
Actions: Options to edit the profile and change password of the customer is given under actions.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click Edit Profile under Actions field against the particular customer. You will be redirected to the Edit member screen as shown below.
Profile Details of the customer will be displayed. First name, Last name, Email address and Phone number of the customer can be edited by the admin.
Click Reset to clear the changes done before saving.
Click Save changes to save the updates done. A popup screen to enter a token appears as shown below.
A token will be sent to the registered email id of the admin. Enter the token in the respective field.
Click Save changes to update the changes.
Click Back in Edit member screen to go back to manage customers page.
Click Change password option under Actions field against the particular customer. You will be redirected to the Change Password screen as shown below.
Enter the new password in the respective field. Note:
Password should not be too similar to other personal information. It must contain at least 8 characters with at least one capital Letter, small letter, number, and a special character.
Enter the password again in New password confirmation field.
Click Change Password icon to save the changes.
Click Reset to clear the fields.
Admin can block a customer so that the customer will not be able to login to the system. Perform the following steps to block a customer .
Select the customer to be blocked by ticking the checkbox against the particular customer.
Click Block customer option under Action menu available on top of the screen. The customer will be blocked successfully.
Click Filter option on the top of the screen to filter the customers based on name and email id. The customers can be filtered using any of these attributes individually or a combination of both.
Perform the following steps to filter the customers.
Enter the data based on which you want to filter the data in the respective fields.
Click Search and you will get the customer satisfying the search criteria displayed.
Click Reset to clear the filter.
Customers blocked by the admin are displayed under Blocked customers.
The following details of the blocked customers are displayed on the screen.
Username: Username of the blocked customer.
Full Name: Full name of the customer.
Email: Email id of the customer.
Joined Date: Date on which the customer joined the system.
Rank: Current Rank of the customer.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Admin can unblock customers in this page. Perform the following steps to unblock a customer.
Select the customers to be unblocked by ticking the checkbox against the particular customers.
Click Unblock customer option under Action menu available on top of the screen. The customers will be unblocked successfully and will be moved to manage customers page.
Click Filter option on the top of the screen to filter the blocked customers based on name and email id. The customers can be filtered using any of these attributes individually or a combination of both.
Perform the following steps to filter the customers.
Enter the data based on which you want to filter the data in the respective fields.
Click Search and you will get the customer satisfying the search criteria displayed.
Click Reset to clear the filter.
Admin can add new staffs with various roles for handling different sections. All the staffs created by the admin are displayed under manage staff page. Admin also have the privilege to edit the profile change password and change roles of these staff.
The following details of the staff are displayed on the screen.
Username: Username of the staff.
Full Name: Full name of the staff.
Email: Email id of the staff.
Joined Date: Date on which the staff was created. Note: You can sort the data in both ascending and descending order of date by clicking on the field or the arrow near the field.
Role: Current Role assigned to the staff. Note: You can sort the data in alphabetical order by clicking on the field or the arrow near the field.
Actions: Options to edit the profile, change password and change role of the staff are given under actions.
Click Add New staff icon in the top of the screen and a sliding screen to add new staff appears as shown below.
Enter the following details to add a new staff.
Country: Select the country of the user from the dropdown list.
First Name: First name of the user.
Last name: Last name of the user.
Username: Username for the user to log into the system. Note: Username can only be a combination of underscore and alphanumeric characters. Underscore can't be used twice together (e.g. user__name1) and must be in between the alphanumeric combination. The number of characters must be between 5 to 15.
Email Address: Email id of the user.
Phone Number: Phone number of the user. Note: Country code will be shown by default according to the country selected.
Password: Password for logging into the system Note:
Password should not be too similar to other personal information. It must contain at least 8 characters with at least one capital Letter, small letter, number, and a special character.
Password confirmation: Reenter the password for confirmation.
User role: Select the user role assigned for the user from the dropdown list. Dropdown consist of options: Finance Admin, Support Staff, Business Staff, Restricted Member and Ecommerce Admin.
Click Create User to add the new staff. A popup screen asking the confirmation appears as shown below.
Click Yes to add the new staff.
Click cancel to close the popup.
Click Edit Profile under Actions field against the particular staff. You will be redirected to the Edit member screen as shown below.
Profile Details of the selected staff will be displayed. First name, Last name, Email address and Phone number of the staff can be edited by the admin.
Click Reset to clear the changes done before saving.
Click Save changes to save the updates done. A popup screen to enter a token appears as shown below.
A token will be sent to the registered email id of the admin. Enter the token in the respective field.
Click Save changes to update the changes.
Click Back in Edit member screen to go back to manage staff page.
Click Change password option under Actions field against the particular staff. You will be redirected to the Change Password screen as shown below.
Enter the new password in the respective field. Note:
Password should not be too similar to other personal information. It must contain at least 8 characters with at least one capital Letter, small letter, number, and a special character.
Enter the password again in New password confirmation field.
Click Change Password icon to save the changes.
Click Reset to clear the fields.
Select the staff to be deleted by ticking the checkbox against the particular staff.
Click Delete Member option under Action menu available on top of the screen. The staff will be deleted successfully.
KYC documents uploaded by users in their user profile that has to be verified by the admin will be displayed under Manage KYC page. Admin can approve or reject the documents after verification from this section. Documents once approved by the admin will not be available in this page.
The following details about the user whose documents need to be verified will be displayed in the screen.
User: Username of the user whose documents are to be verified.
Status: Status of the document verification.
Updated Date: Date on which the documents are uploaded in the profile.
Manage: Option to view the documents uploaded by the user is available under manage.
ID Proof, Utility Bills and Account Statement uploaded by users in their profile will be available for verification in the view section. Admin can approve or reject the documents after verification. Once all the documents uploaded by a user are approved, then the status of that record will be changed to Verified in manage KYC page and the documents will only be available in view mode under my profile section of the user.
Select View option under Manage field of the respective user. You will be redirected to KYC Details screen where all the uploaded documents will be available.
Click Approve icon to approve the document after verification. A popup screen asking confirmation appears as shown below.
Click Continue to approve the document.
Click Cancel to close the popup.
Click Reject icon to reject the document after verification. Reason for rejection can be added in the space provided for Note under the document. A popup screen asking confirmation appears as shown below.
Click Continue to approve the document.
Click Cancel to close the popup.
Admin can disable the two factor authentication feature of users under manage user 2FA section in cases like if the user is not able to login with any issue in authentication etc.
Enter the username of the user in the respective field and select the user from the dropdown.
Click Disable 2FA icon to disable the two factor authentication feature of the user. A popup with confirmation message appears as shown below.
Click Yes to disable the two factor authentication. The authentication will be disabled successfully for the respective user.
Click Cancel to close the popup.
Membership orders in different stages can be managed under enrolment orders section.
Membership orders that has to be verified by the admin are displayed under Unverified Orders. The enrolled users will be added to genealogy tree only when these orders are verified and approved by the admin.
On selecting unverified orders option, Pending payment orders will be displayed initially. Unverified enrolment orders whose payment is pending and has to be approved by admin are displayed under Pending payment orders.
The following details of orders are displayed on the screen.
Order Number: The unique tracking ID of the membership order.
Name: Username of the member.
Order Total: Total amount to be paid for the order.
Order Type: The category of the transaction whether it is enrolment, upgrade or fund deposit.
Status: The status of the transaction is shown here which will be awaiting payment since the payment is not verified.
Created On: The date on which the order has been created.
Payment Method: The payment method or payment option used for the transaction.
Actions: Option to check payment is available under actions field. Admin can approve or reject the payment here. Click Check Payment option and a sliding screen appears with payment details as shown below.
Click Approve Order to approve the membership order after verification. Approved Orders will be moved to fulfilled orders or pending fulfillment orders stage accordingly.
Click Decline Order to reject the order. Declined orders can be viewed under Declined orders page.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Admin can verify the payment from the order details page also. Click on the order number against the report and you will be redirected to the Order Details page where you can get a detailed view of the order as shown below:
Order Details page consists of following details:
Order Number: This is the unique tracking ID of the order made.
Order Date: Date on which the order is made is shown here.
Order Status: Status of the order is shown here which will be awaiting payment.
Download: You can download the invoice in pdf format using this option. This will be disabled for Pending Payment orders.
Purchase Details: Details of the price is shown here. On clicking view more option you will get a popup which shows Charge details and price.
Billing Address: Billing address given for the purchase is shown here.
Registered User: Full name of the registered user with username and email address is shown in this section. This section will be displayed only for enrollment orders.
Payment: Payment details like payment method, transaction Id, status and amount paid can be viewed under this section. Admin can approve or reject the payment by clicking the respective icons under this section.
Enrolment orders in different stages can be viewed separately on selecting each option available in the dropdown on top of the screen as shown below.
Pending Fulfillment Orders: Membership orders with shipment whose payment is done and are in the initial stage of shipping is shown on selecting this section. Status of the orders in this stage will be Awaiting Fulfillment. Admin can change the status of the order and update shipment details inside the order details page of each order in this stage.
Fulfilled Orders: Fulfilled membership orders are shown on selecting this option. Membership orders without shipment will come under fulfilled status once the payment process is completed. Status of orders in this stage will be Fulfilled.
Declined Orders: Membership orders whose payment is declined or orders that are cancelled is shown on selecting this option and the status of the orders will be Declined.
All Orders: All the membership orders verified by the admin will be displayed on selecting this option. Unverified orders with Awaiting payment status will not be displayed in this section.
Click Filter option on the top of the screen to filter the orders based on different combinations of Order number, order status, name, from date and to date. The membership orders can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the membership orders.
Enter the data based on which you want to filter the membership orders in the respective fields.
Click Search and you will get the membership orders satisfying the search criteria displayed.
Click Reset to clear the filter.
Fund deposit orders whose payment is pending and has to be approved by the admin will be displayed under this section. On selecting fund deposit orders, Pending payment orders will be displayed initially as shown below.
The following details of fund deposit orders are displayed on the screen.
Order Number: This is the unique tracking ID of the order.
Name: The username of the user who has made the fund deposit.
Order Total: The total amount deposited to the wallet.
Order Type: The category of the transaction is shown here which is Fund Deposit.
Status: The status of the transaction is shown here which will be awaiting payment since the payment is not verified.
Created On: The date on which the order has been done.
Payment Method: The payment method or payment option used for the fund deposit.
Admin can approve or reject the payment form the order details of each order. Click on the order number in the report and you will be redirected to the Order Details page where you can get a detailed view of the order as shown below:
Order Details page consists of following details:
Order Number: This is the unique tracking ID of the order made.
Order Date: Date on which the order is made is shown here.
Order Status: Status of the order is shown here which will be awaiting payment.
Download: You can download the invoice in pdf format using this option. This will be disabled for Pending Payment orders.
Purchase Details: Details of the wallet deposit is shown here. On clicking view more option you will get a popup which shows Charge details and price.
Billing Address: Billing address of the user is shown here.
Payment: Payment details like payment method, transaction Id, status and amount paid can be viewed under this section. Admin can approve or reject the payment by clicking the respective icons under this section.
Click Approve icon to approve the payment. A popup asking the confirmation appears before final approval. On approving the payment the fund deposit order will be moved to fulfilled orders section.
Click Reject icon to decline the payment. A popup asking the confirmation appears before final submission. On rejecting the payment the fund deposit order will be moved to declined orders section.
Fund deposit orders in different stages can be viewed separately on selecting each option available in the dropdown on top of the screen as shown below.
Fulfilled Orders: Fulfilled fund deposit orders are shown on selecting this option. Status of orders in this stage will be Fulfilled.
Declined Orders: Fund deposit orders whose payment is declined is shown on selecting this option and the status of the orders will be Declined.
All Orders: All the fund deposit orders verified by the admin will be displayed on selecting this option.
Click Filter option on the top of the screen to filter the orders based on different combinations of Order number, order status, name, from date and to date. The fund deposit orders can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the fund deposit orders.
Enter the data based on which you want to filter the fund deposit orders in the respective fields.
Click Search and you will get the fund deposit orders satisfying the search criteria displayed.
Click Reset to clear the filter.
MLM subscriptions of users are shown under this section. Package enrollments, their renewal and upgrading comes under MLM subscriptions.
The following details of the subscriptions are shown in the screen:
Username: The username of the user who has made the subscription.
Store: The store from which the subscription is made which will be admin store in case of MLM subscriptions.
Product: The name of the package subscribed.
Product Group: The bundle name under which the product comes.
Period: The subscription period of the package.
Start Date: The date on which the subscription is started.
Next Date: The date on which next subscription has to be done.
Status: Status of the subscription whether it is Active/Inactive.
Manage: Options to View History, View Record and Edit each subscription is available under manage.
History: History of subscriptions can be viewed under this option. Click History option under manage and you will be redirected to subscription plan history as shown below. Details like Order Number, Username, Store, Payment Type, Period, Processed Date and Status is shown in the history. You can view the order details by clicking on the order number.
2. Record: The record of subscriptions to be done is shown under record. Click Record option under manage and you will be redirected to subscription plan record as shown below. Details like Username, Store, Product, Payment Type, Period, Next Date, Quantity and Status of the subscriptions are shown here.
3. Edit: You can edit the subscription using this option. A sliding screen appears as shown below on selecting Edit option under manage. Billing address and Payment type can be updated in this screen.
Select the subscription to be deleted by ticking the checkbox against the particular record.
Click Delete option under Action menu available on top of the screen. The subscription will be deleted successfully.
MLM subscriptions can be filtered based on different combinations of Status, From Start Date, To Start Date, From Next Date and To Next Date. The report can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the membership subscriptions.
Enter the data based on which you want to filter the membership subscriptions in the respective fields.
Click Search and you will get the membership subscriptions satisfying the search criteria displayed.
Click Reset to clear the filter.
Fulfilled membership orders are displayed under confirmed orders.
The following details of orders are displayed on the screen.
Order Number: The unique tracking ID of the membership order.
Name: Username of the member.
Order Total: Total amount paid for the order.
Order Type: The category of the transaction whether it is enrolment or upgrade.
Status: The status of the transaction is shown here which will be fulfilled since completed orders are shown here.
Created On: The date on which the order has been created.
Payment Method: The payment method or payment option used for the transaction.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click Filter option on the top of the screen to filter the confirmed orders based on different combinations of Order number, order status, name, from date and to date. The confirmed orders can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the confirmed orders.
Enter the data based on which you want to filter the confirmed orders in the respective fields.
Click Search and you will get the confirmed membership orders satisfying the search criteria displayed.
Click Reset to clear the filter.
MLM related configurations for packages, bonus and ranks are managed under business plans section.
All the enrollment packages added to the system by admin will be displayed under this page. Admin can add new packages and edit or delete the existing packages from here.
Packages are considered as enrollment products. The following details of packages are displayed in the screen.
Product: Name of the package.
Category: Category under which the product comes which is Enrollment Products for packages.
Vendor: Name of the vendor who owns the product. Currently admin is the vendor for all products.
Actions: Options to edit, delete and add product images are available under Actions.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click Edit option under Actions field against the package to be edited. You will be redirected to Edit product screen where the package details can be edited. Note: Attributes of packages displayed will be based on the attributes selected at the time of adding enrollment product category.
Make the required updates in the subsections of the package details.
Click Update to save the changes.
Click Reset to revert the changes made before updating.
Click Manage Enrollment package icon to go back to enrollment packages page.
Click Delete option under Actions field against the package to be deleted. A popup screen asking the confirmation will appear as shown below.
Click Yes if you have to delete the product. Note: Package which is purchased by users or any package with pending orders cannot be deleted.
Click Cancel to close the popup.
Click Product Images under Actions field against the package. You will be redirected to images subsection of edit package screen.
Click Upload Image and select the image of the package to be displayed. There are options to drag, zoom in, zoom out, rotate, reset and delete the image when the image is selected. Note:
Please upload image with minimum width 600px and minimum height600px.
Click Delete icon to delete the added image.
Click Update to save the changes made.
Enrollment packages can be filtered based on package name and category.
Click Filter option in the top of the page to filter the packages based on product name and category.
Enter the name of the package which needs to be filtered in the Product Name field.
Enter the category of the package in Category field. Note: Packages can be filtered using any of these fields individually or a combination of both.
Click Search and the packages satisfying the search criteria gets filtered.
Click Reset to clear the filter.
New enrollment packages can be added by admin under Add packages.
Click Add packages submenu under business plans or select Add packages option in enrollment packages screen and you will be redirected to create product screen where the package details can be added. Packages are added under enrollment product category and the attributes of packages displayed will be based on the attributes selected at the time of adding enrollment product category.
Package details should be given under different sub sections available in the left panel of the screen. Let's have a look at the details of the package to be filled.
Basic
The following details of package are to be filled under Basic section.
Bundle Name: Bundle Name of the package is added here. Note: This name will be displayed as package name.
Product Category: Enrollment products category will be displayed by default. This field is non editable.
Active: Enable this field to make the package active.
Product Info
The following details are to be filled under product info section.
Select the language in which the package has to be displayed.
Choose the catalogues based on which the package has to be displayed from the list of available catalogues in Choose Catalogues field.
Choose the countries in which this package has to be made available from the list available against the respective field. If no country is selected here, this package will be made available in all countries.
Enter a short description about the package which has to be displayed in the product details in the home page under the space provided against the respective field. Note: This field is mandatory.
Enter a detailed description about the package which has to be displayed in the product details in the home page under the space provided against the description field. Note: This field is mandatory.
Subscription and renewal settings
Subscription and renewal settings of the package is configured in this section. The parameters displayed in this section will be based on the attributes selected while adding category.
Tick the checkbox against the field "Enable Subscriptions and Autoships for this product" to enable autorenewal option for the package when it expires.
Select the user roles who can avail renewal options against the respective space provided.
Select the subscription period, interval and frequency at which the package has to be renewed from the dropdown available against the respective fields.
Select the package to be renewed from the dropdown available against the respective field.
Enable the radio button against field "Hide product from enrollment" if the package should not be made available for enrollment.
Product Specifications
General attributes added under the attribute groups selected in the enrollment product category are displayed under Product specifications.
Enter the data in each field according to the product attributes. Note: Fields in product specifications vary according to attribute groups selected for the product category.
Images
Images of the package that has to be displayed in the user side can be added in this section.
Click Upload Image and select the image of the package to be displayed. There are options to drag, zoom in, zoom out, rotate, reset and delete the image when the image is selected. Note:
Please upload image with minimum width 600px and minimum height600px.
Added images can be deleted by clicking the delete option available.
Variants
Variant attributes added under the attribute groups selected in the enrollment product category are displayed under Variants.
Enter the data in each field according to the product attributes. Note: Fields in variants vary according to attribute groups selected for the product category.
Click Save to add the new package.
Click Reset to clear the fields.
Admin can configure the packages that needs to be available while upgrading each enrollment package under this section. All the available enrollment packages available in the system will be displayed against which the packages available for upgrading can be selected as shown below.
Select the packages to which the current packages can be upgraded from the list available. Note: Multiple packages can be selected against an enrollment package so that it can be upgraded to any of them. If only one package is selected then the enrollment package can be upgraded to only the selected one. This field can also be left blank so that upgrade option will not be available for the enrollment package.
Click Save to update the changes.
Admin can add new ranks and configure the settings and criteria for achieving each rank under rank rules. List of all the ranks configured in the system will be displayed on selecting rank rules option.
The following details are displayed in rank list.
Rank: Name of the rank configured.
Rank Image: Image indicating the corresponding rank.
Default Rank: Select the radio button against the rank to set it as default rank. Any member joining the system will be given the selected rank by default. Note: If default rank is not selected by admin, the new member will be considered as active and rank will be assigned to them on satisfying the rank criteria.
Actions: Options to edit, delete and refresh the rank configurations are available under actions.
Click Add New icon to add a new rank to the system. A sliding screen appears as shown below.
Enter the following details to add new rank.
Title: Title for the new rank. Note: Same rank name cannot be repeated.
Rank Image: Click Upload Image and select the image to be displayed for the rank. There are options to drag, zoom in, zoom out, rotate, reset and delete the image when the image is selected. Note: Please upload image with minimum width 600px and minimum height600px.
Background Color: Select the background color for displaying the rank from the color box.
Foreground Color: Select the font color for displaying the rank from the color box.
Prev rank weight: Select the rank that comes previous to the configuring rank in the rank list from the dropdown available. Note: This is used to sort the rank. In the rank list, the configuring rank will show after the chosen rank.
Rank Rules: Criteria to be met for achieving the configuring rank is set under Rank rules.
Select AND or OR option against the rank rule to select the combination for satisfying the criteria. If AND is selected, all the configured criteria has to be satisfied for achieving the rank and if OR is selected, rank can be achieved by satisfying any one criteria configured.
For adding multiple criteria under one rule, click Add icon.
For adding multiple subset of rank rules under one rule, click Add new set. In case of multiple subsets for rank rules, all the criteria in main set and subsets will be considered for achieving the rank.
Select the criteria for rank rule from the dropdown list and enter the value required for meeting the specific criteria in Value field. The criteria available in the dropdown are as follows.
Current Package: Members can achieve the configured rank if the current package of the user is equal to or greater than the package selected in value field. Note: All the available packages in the system will be available against the value field.
Team Downline Count: Members can achieve the configured rank if the total number of downline members in the user's genealogy tree reaches the number configured against the value field.
Current Rank: Members can achieve the configured rank if the current rank of the user, is the rank selected in value field. Note: All the available ranks in the system will be available against the value field.
Personal Career Volume: Configured rank can be achieved if the career volume of the member reaches the volume configured in the value field.
Team Career Volume: Configured rank can be achieved if the total career volume of the downline members in the genealogy tree of the user, reaches the volume configured in the value field.
Personal Team Career Volume: Configured rank can be achieved if the total career volume of the members referred by the user, reaches the volume configured in the value field.
Personal Business Volume: Configured rank can be achieved if the business volume of the member reaches the volume configured in the value field.
Team Business Volume: Configured rank can be achieved if the total business volume of the downline members in the genealogy tree of the user, reaches the volume configured in the value field.
Personal Team Business Volume: Configured rank can be achieved if the total business volume of the members referred by the user, reaches the volume configured in the value field.
Direct Referral Count: Members can achieve the configured rank if the number of directly referred members by the user reaches the value specified in the value field.
Personal Customer Sale: Configured rank can be achieved if the points or sales achieved based on the purchase of commerce products by the user, reaches the value configured in the value field.
Personal GV Customer Sale: Configured rank can be achieved if the points achieved based on the purchase of commerce products by directly referred members of the user, reaches the volume configured in the value field.
Team Sales: Configured rank can be achieved if the total sales of the downline members of the user, reaches the value configured in the value field.
Personal Sales: Configured rank can be achieved if the total sales of the user, reaches the value configured in the value field.
Personal Team Sales: Configured rank can be achieved if the total sales of the members referred by the user, reaches the volume configured in the value field.
Total Distributor(s) in team: Members can achieve the configured rank if the total number of downline members with distributor rank in the genealogy tree of the user reaches the number given in value field. Note: Same criteria can be configured for all the ranks available in the system.
Total distributor(s) in personal team: Members can achieve the configured rank if the total number of directly referred members of the user with distributor rank reaches the number given in value field. Note: Same criteria can be configured for all the ranks available in the system.
Total Distributor(s) in each leg: Members can achieve the configured rank if the total number of members with distributor rank in each leg of the genealogy tree of the user reaches the number given in value field. Note: Same criteria can be configured for all the ranks available in the system.
Total Platinum purchases in team: Members can achieve the configured rank if the total number of platinum purchases by the downline members of the user's team reaches the value specified in the value field. Note: Same criteria can be configured for all the packages available in the system
Total Platinum purchases in personal team: Members can achieve the configured rank if the total number of platinum purchases by the directly referred members of the user's team reaches the value specified in the value field. Note: Same criteria can be configured for all the packages available in the system
Click cross icon to delete the criteria added.
Click Add New Item to add a new rank rule. Note: In case of multiple rank rules, all the rules should be satisfied for achieving the configured rank.
To delete all the rank rules, click Clear all rules icon.
Click Submit to add the new rank to the system. A popup asking to reverify the rules appears as shown below.
Click Yes if you have to add the rank. Note: The rank added will be displayed under Rank list.
Click Cancel to close the popup.
Click Edit option under Actions field against the rank to be edited. A sliding screen with the rank details appears as shown below.
Make the required updates in the details.
Click submit to save the changes. A popup asking to reverify the rules appears as shown below.
Click Yes to update the changes.
Click Cancel to close the popup.
Click Delete option under Actions field against the rank to be deleted. A popup screen asking the confirmation will appear as shown below.
Click Yes if you have to delete the product. Note: Rank which is currently assigned to users cannot be deleted.
Click Cancel to close the popup.
Rank process can be refreshed instantly so that the rank queue will be refreshed and the user rank will be recalculated according to the new changes done.
Click Refresh option under Actions field against the rank recalculate the user rank according to the new changes. A popup screen asking the confirmation will appear as shown below.
Click Yes to refresh the queue.
Click Cancel to close the popup.
Pay Rank is the method of assigning rank to users based on their performance in a particular period i.e. weekly or monthly. If pay rank system is enabled, the rank of the user will be reset to the initial stage at the starting of the time period regularly and will be upgraded based on the performance of the user.
To enable pay rank method and configure the settings, perform the following steps.
Click Pay rank setting icon. A sliding screen appears as shown below.
Tick the checkbox against "Enable pay rank" field to enable the ranking method.
Select the interval at which the pay rank has to be reset to initial stage from the dropdown. Dropdown consists of options weekly, monthly and yearly.
Click Submit to save the settings.
Settings for the rank calculation are configured under this section. Based on the configurations, the blocked members will be considered for rank calculation.
Click Rank setting icon. A sliding screen appears as shown below.
Tick the checkbox against "Enable blocked member for rank calculation" field if the performance of blocked members in a team should be considered for rank calculation of the upline members. If this field is disabled, the performance of blocked members under a user will not be considered for calculating the rank of the particular user.
Tick the checkbox against "Consider blocked member for rank" field if the blocked members should be considered for rank calculation. If this field is disabled, blocked members will not be taken for rank calculation.
Click Submit to save the settings.
Criteria and methods for calculating different types of bonuses in the system can be configured by the admin under bonus configurations. On selecting bonus configurations menu, you will be redirected to Commission settings page where a default plan for configuring the bonus settings will be displayed as shown below.
Click on the gear button and you will be redirected to commission configurations page as shown below.
Eligible countries for getting the bonus and configurations for each bonus type can be configured here.
Select the countries eligible for availing the bonus from the list of countries under field "Eligible countries". The selected countries will be displayed in the space provided in the right side. Note: Click Select all to select all the countries under eligible category and click Remove all to remove all the selected countries from the list.
Configurations for calculating bonus for different bonus types can be done separately against each bonus. Enable/Disable the specific bonus by clicking the radio button against the bonus. Note: Configuration button will be enabled only if the status is active.
Let's discuss criteria for calculating each bonus separately.
Sponsor bonus is the commission earned by referring a new member or when a referred member make a purchase.
Click on the gear button against the sponsor bonus and you will be redirected to the configuration page as shown below where Bonus Eligibility Criteria, Bonus Calculation Criteria, Bonus Calculation Cycle, Bonus Capping Criteria, Bonus Matching Commission Criteria for sponsor bonus can be configured.
Eligibility criteria for receiving bonus can be configured in this section.
Tick the checkbox against the field "Enable bonus eligibility criteria check" if the eligibility criteria has to be considered for bonus calculation.
Tick the checkbox against the criteria to be checked for availing the bonus. The following are the eligibility criteria available in the system.
What is the minimum package required to earn the bonus? Select the minimum package required to achieve the bonus from the dropdown list which consists of all the packages in the system.
What is the minimum rank required to earn the bonus? Select the minimum rank required to achieve the bonus from the dropdown list which consists of all the ranks configured in the system.
How many direct referrals are required to earn the bonus? Enter the minimum number of direct referrals required under a user to achieve the bonus, in the space provided.
How many downlines are required to earn the bonus? Enter the minimum number of downline members required under a user to achieve the bonus, in the space provided.
What is the minimum personal sales (in USD) are required to earn the bonus? Enter the minimum personal sales required for a user to achieve the bonus, in the space provided.
What is the minimum team sales (in USD) are required to earn the bonus? Enter the minimum team sales that is to be achieved by the members referred by the user to earn the bonus, in the space provided.
Choose the period during which the minimum value given against each criteria has to be achieved from the three options provided under each criteria. The options to choose period are as follows:
Current period: Criteria for earning the bonus will be checked based on the current time period. Options are available to select the current period as current day, current week, current month or current year. Note: Current week will be the current transaction week. For rank and package criteria, option to select the period will not be available since the time of checking the criteria will be considered.
Previous Period of: Criteria for earning the bonus will be checked in the period before the given number of days, weeks, months or years. Options are available to select the period as N days, N weeks, N months or N years. Enter the value of N in the space provided.
Since Joining: Criteria for earning the bonus will be checked since the user joined the system.
Tick the checkbox against the field "Enable bonus eligibility on meeting any of the criteria above", if the bonus should be given on meeting any of the selected criteria. Otherwise the bonus will be provided only if all the selected criteria are satisfied.
Tick the checkbox against the field "Skip blocked members", if blocked members are to be skipped from bonus calculation.
Tick the checkbox against the field "Skip Admin", if admin should not be considered for bonus calculation.
Tick the checkbox against the field "Enable Dynamic Compression" to enable the same so that if users in any level have not achieved the eligibility criteria, then the bonus in that level will be shifted to next level users.
Tick the checkbox against the field "Enable this commission for Non-Enrollment products sale", if the bonus has to be added for sale of non enrollment products.
Criteria and parameters for calculating the sponsor bonus is configured under this section.
The following details are filled under bonus calculation criteria.
What are the calculation parameters for the bonus: Select the parameters based on which bonus has to be calculated form the dropdown list which consists of options:
Business Volume: Bonus will be calculated based on the business volume added while purchasing a product.
Career Volume: Bonus will be calculated based on the career volume added while purchasing a product.
Product Points: Bonus will be calculated based on the points added while purchasing a product.
Order Total Price: Bonus will be calculated based on the total price of the purchase.
Select the Team for the bonus calculation: Select the team based on which bonus is calculated from the dropdown list against this field which consists of options:
Sponsor line: Bonus will be calculated based on the sponsor line of the users in referral tree.
Team line: Bonus will be calculated based on the genealogy tree of the user.
Entire Organization: Bonus will be calculated based on the members in entire organization.
What will be the criteria for bonus distribution: Select the criteria used for calculating the bonus of the user from the dropdown which consist of following options. Based on the option selected, the fields to give the percentage or value of commission for each level will be displayed accordingly.
Package: Package of the user will be considered as the criteria for calculating the bonus. On selecting package option, the fields to select the categories and to enter the bonus value to be given for users in each level and package will be displayed as shown below.
Select the package/product categories to be considered for bonus calculation from the list of categories available against the field "Choose package/product categories to be considered".
Enter the percentage of bonus to be given for users in different levels with each package against the fields provided.
2. Rank: Rank of the user will be considered as the criteria for calculating the bonus. On selecting rank option, the fields to enter the bonus value to be given for users with each rank will be displayed as shown below.
Enter the value of bonus to be given for users in different levels with each rank against the fields provided.
3. Paid Rank: Paid rank of the user will be considered as the criteria for calculating the bonus. On selecting this option, the fields to enter the bonus value to be given for users with each rank will be displayed as shown below.
Select whether the current rank or previous rank is to be considered for bonus calculation from the dropdown against Rank to be considered. Note: This field is provided only on selecting Paid Rank since paid rank will be reset to default rank at the starting of the period.
Enter the value of bonus to be given for users in different levels with each rank against the fields provided.
4. Direct Referrals Count: Number of directly referred members by the user will be considered as the criteria for calculating the bonus. On selecting this option, the fields to enter the bonus value to be given for users with different range of referral count will be displayed as shown below.
Bonus value is set for a range of referral count. Select the number of ranges to be set in Number of variations field.
Enter the minimum and maximum referral count for each range and level in Referral Count Range and Level fields respectively.
Enter the value of bonus to be given for users in each range against the Commission Amount field.
5. Global: The bonus will be distributed globally to all users according to the values set in each level. On selecting this option, the fields to enter the bonus value to be given for users in different levels will be displayed as shown below.
Enter the commission value to be given for users in different levels in the space provided.
Maximum depth: Select the number of levels for which the bonus has to be provided in this field. Based on the depth selected here, the levels to enter the bonus value will be displayed.
Bonus distribution criteria applied on: Select whether the bonus distribution criteria will be based on sponsor or new member from the dropdown.
Sponsor based/Upline based: Bonus criteria will be applied based on the sponsor.
New member based/Downline based: Bonus criteria will be applied based on the new member added.
Time period in which the bonus process should be run can be configured in this section.
Select bonus calculation cycle type ?: Select the cycle based on which the bonus process should be executed from the dropdown which consist of following options:
Fixed Cycle: Bonus process will be run based on the fixed time interval configured. Time interval can be days, weeks, months and years accordingly.
Based on eligible date: Bonus process will be run in a fixed interval configured based on the date on which the user joined the system. Time interval will be configured in days for this option.
Instant: Bonus calculation process will be run instantly when a new sale or member is added.
What is the time interval ?: Select the time interval based on which the bonus calculation process should be run from the drop down against this field and enter the number of days, weeks, months or years in the space provided.
Days to be skipped: Select the days on which the process has to be skipped form the list of days provided. Multiple days can be selected here and the bonus calculation process will not be run on these days
Bonus capping can be enabled or disabled under this section. Admin can set the maximum amount or percentage that can be given as a bonus based on the capping parameters configured.
Tick the checkbox against the field "Do you wish to enable capping ?" to enable capping for the specified bonus. Note: If this field is disabled, there will be no limit for the bonus amount that can be given to a user.
What is the parameter for capping ?: Select the parameter based on which bonus capping has to be done from the dropdown which consists of options:
Package: Package of the user will be considered as the criteria for bonus capping. On selecting package option, all the packages in the system will be displayed with the fields to enter the capping value. Enter the maximum amount or percentage that can be given as a bonus for each package in the respective fields.
Rank: Rank of the user will be considered as the criteria for bonus capping. On selecting this option, all the ranks in the system will be displayed with the fields to enter the capping value. Enter the maximum amount or percentage that can be given as a bonus for each rank in the respective fields.
Global: Capping will be done for all users based on the capping value set.
A particular percentage of the bonus earned by a user that is distributed to the uplines of the user is matching bonus. Criteria for calculating the matching bonus is configured under this section.
Tick the checkbox against the field "Enable Matching Bonus ?" to enable matching bonus.
What is the parameter for matching bonus ?: Select the parameters based on which matching bonus has to be calculated form the dropdown list. Based on the option selected, the fields to give the percentage or value of commission for each level will be displayed accordingly.
Package: Package of the user will be considered as the criteria for calculating matching bonus. On selecting package option, the fields to enter the bonus value to be given for users in each level and package will be displayed as shown below.
Enter the percentage of bonus to be given as matching bonus for users with each package in different levels in the respective fields.
2. Rank: Rank of the user will be considered as the criteria for calculating matching bonus. On selecting rank option, the fields to enter the bonus value to be given for users with each rank will be displayed as shown below.
Enter the percentage of bonus to be given as matching bonus for users with each rank in different levels in the respective fields.
3. Package and Rank: Both the package and rank of the user will be considered as the criteria for calculating matching bonus. On selecting this option, the fields to enter the number of variations and select different combinations for providing matching bonus will be displayed as shown below.
Select the number of combinations to be added for giving matching bonus against the field Number of Variations.
Select the package and rank to be considered for each variation from the dropdown.
Select the eligible level and enter the commission amount to be given as matching bonus against the combination.
4. Package or Rank: Either the package or the rank of the user will be considered as the criteria for calculating matching bonus. On selecting this option, the fields to enter the number of variations and select different combinations for providing matching bonus will be displayed as shown below.
Select the number of combinations to be added for giving matching bonus against the field Number of Variations.
Select the package and rank to be considered for each variation from the dropdown. Note: Commission will be provided if any of the value selected is satisfied.
Select the eligible level and enter the commission amount to be given as matching bonus against the combination.
5. Direct Referrals Count: Number of directly referred members by the user will be considered as the criteria for calculating the matching bonus. On selecting this option, the fields to enter the bonus value to be given for users with different range of referral count will be displayed as shown below.
Bonus value is set for a range of referral count. Select the number of ranges to be set in Number of variations field.
Enter the minimum and maximum referral count for each range and level in Referral Count Range and Level fields respectively.
Enter the value of matching bonus to be given in each range against the Commission Amount field.
5. Global: The matching bonus will be distributed globally to all users according to the values set in each level. On selecting this option, the fields to enter the bonus value to be given for users in different levels will be displayed as shown below.
Enter the commission value to be given for users in different levels in the space provided.
Select maximum level for calculation ?: Select the number of levels for which the matching bonus has to be provided in this field. Based on the number selected here, the levels to enter the bonus value will be displayed.
Bonus criteria applied to ?: Select whether the matching bonus distribution will be based on existing user or new member from the dropdown.
Existing user based: Matching bonus will be applied based on the existing user.
New member based: Matching bonus will be applied based on the new member added.
Tick the checkbox against the field "Enable Dynamic Compression" to enable the same so that if users in any level have not achieved the criteria, then the matching bonus in that level will be shifted to next level users.
Click Save to save the configurations done for sponsor bonus.
When a distributor or member is registered into the system, his/her upline will get a certain percentage of the order total as commission. This is level bonus. A user will get this bonus from his downlines up to a certain level in the Unilevel tree.
Click on the gear button against the level bonus and you will be redirected to the configuration page as shown below where Bonus Eligibility Criteria, Bonus Calculation Criteria, Bonus Calculation Cycle, Bonus Capping Criteria, Bonus Matching Commission Criteria for level bonus can be configured. Note: Configurations for all types of bonus are almost same as discussed under sponsor bonus. Only the extra configuration required for level bonus will be explained in detail here.
Tick the checkbox against the field "Disable this commission for Enrollment products sale", if the bonus has to be disabled for sale of enrollment products.
Click Save to save the configurations done for level bonus.
Binary Bonus
Binary bonus is the commission earned when a new member joins or a new sales happen in own downline team.
Click on the gear button against the binary bonus and you will be redirected to the configuration page as shown below where Bonus Eligibility Criteria, Bonus Calculation Criteria, Bonus Calculation Cycle, Bonus Capping Criteria, Bonus Carry Forward Criteria and Bonus Matching Commission Criteria for binary bonus can be configured.
Select the Team for the bonus calculation: For binary bonus only Team line option will be available in the dropdown based on which the bonus is calculated.
Team line: Bonus will be calculated based on the genealogy tree of the user.
What will be the criteria for bonus distribution: For binary bonus an extra criteria is also available for bonus distribution along with the other criteria. Select the criteria used for calculating the bonus of the user from the dropdown which consist of options: Package, Rank, Binary Cycle, Paid Rank, Direct referrals Count and Global. Based on the option selected, the fields to give the percentage or value of commission for each level will be displayed accordingly.
Binary Cycle: Binary bonus will be distributed based on the range of sales calculated using the calculation ratio set for sales in the weaker leg and stronger leg of the user. On selecting this option, the fields to enter the calculation ratio and to enter the bonus value to be given for users in each level and range will be displayed as shown below.
Enter the calculation ratio for sales in weaker leg and stronger leg of the user in the field "Calculation Ratio (Weaker:Stronger)". Binary cycle range is calculated using this ratio.
Bonus value is set for a range of binary cycle. Select the number of ranges to be set in Number of variations field.
Enter the minimum and maximum binary cycle range for each range in Binary Cycle Range field.
Enter the value of bonus to be given for users in each range against the Commission Value field.
Note: Maximum depth field will not be available for binary bonus.
Note: Only two options will be available for bonus calculation cycle type for binary bonus. i.e. Fixed Cycle and Based on eligible date.
Carry forward is the process of transferring volume or sales left after running the binary bonus cycle based on the calculation ratio to the next period. Criteria for binary bonus carry forward is configured under this section.
Tick the checkbox against the field "Enable carry forward ?" to enable the carry forward option.
On what basis Carry forward is done: Select on what basis carry forward has to be done from the options in the dropdown.
Capping After Carry: Sales or volume of both legs after capping will be carry forwarded to next period.
Both Leg Carry: Sales or volume in both the left leg and right leg will be carry forwarded to next period.
Strong Leg Carry: Sales or volume of the strong leg will be carry forwarded to next period.
Maximum carry forward limit: Select the option for counting the number of times the carry needs to be updated for a user from the dropdown.
Count: Carry will be updated the number of times given in the limit count field.
N Days: Carry will be updated for N Days. Value for N will be the number given in the limit count field.
N Weeks: Carry will be updated for N Weeks. Value for N will be the number given in the limit count field.
N Months: Carry will be updated for N Months. Value for N will be the number given in the limit count field.
N Years: Carry will be updated for N Years. Value for N will be the number given in the limit count field.
Enter limit count: Enter the limit count for carry in this field. Based on the option selected in "Maximum carry forward limit" field, the limit of carry forward will be considered. Note: Enter zero as limit count for unlimited carry forward.
Click Save to save the configurations done for binary bonus.
A certain percentage of the order total received by the member for each purchase is reward point bonus. Commission will be earned according to the Product Points, when a user purchase a product.
Click on the gear button against the reward point bonus and you will be redirected to the configuration page as shown below where Bonus Eligibility Criteria, Bonus Calculation Criteria, Bonus Calculation Cycle, Bonus Capping Criteria, Bonus Matching Commission Criteria for reward point bonus can be configured.
A share of company profit distributed among top performers of the team is pool bonus.
Click on the gear button against the pool bonus and you will be redirected to the configuration page as shown below where Bonus Eligibility Criteria, Bonus Calculation Criteria, Bonus Calculation Cycle, Bonus Capping Criteria, Bonus Matching Commission Criteria for pool bonus can be configured.
Tick the checkbox against the field "Skip blocked members", if blocked members are to be skipped from bonus calculation.
Tick the checkbox against the field "Skip Admin", if admin should not be considered for bonus calculation.
Tick the checkbox against the field "Enable Dynamic Compression" to enable the same so that if users in any level have not achieved the eligibility criteria, then the bonus in that level will be shifted to next level users.
Criteria and parameters for calculating the pool bonus is configured under this section.
What are the calculation parameters for the bonus: Select the parameters based on which bonus has to be calculated form the dropdown list which consists of options:
Business Volume: Bonus will be calculated based on the business volume added while purchasing a product.
Career Volume: Bonus will be calculated based on the career volume added while purchasing a product.
Product Points: Bonus will be calculated based on the points added while purchasing a product.
Order Total Price: Bonus will be calculated based on the total price of the purchase.
Customer Career Volume: Bonus will be calculated based on the business volume added while purchasing a commerce product.
Customer Business Volume: Bonus will be calculated based on the career volume added while purchasing a commerce product.
Business to be considered in the bonus calculation: Select the option based on which the pool bonus has to be calculated from the dropdown which consist of following options.
Total Sales: Total sales in the business during the bonus cycle is considered for bonus calculation
Profit: Profit in the business during the bonus cycle is considered for bonus calculation.
Manually entered value: Bonus will be calculated based on the manually entered value.
Parameter considered for user performance calculation: Select the criteria considered for calculating the performance of the user from the dropdown which consist of following options.
Referral sales: Performance of the user will be calculated based on the sales of direct referred members of the user.
Downline sales: Performance of the user will be calculated based on the sales of downline members of the user.
Rank: Rank of the user will be considered as the criteria for calculating the bonus. On selecting rank option, the fields to enter the shares to be given for users with each rank will be displayed as shown below.
Enter the number of shares to be given for users in different rank from the total pool bonus against the fields provided. Note: An integer followed by a * will be treated as a share.
Paid Rank: Paid rank of the user will be considered as the criteria for calculating the bonus. On selecting this option, the fields to enter the shares to be given for users with each rank will be displayed as shown below.
Select whether the current rank or previous rank is to be considered for bonus calculation from the dropdown against Rank to be considered. Note: This field is provided only on selecting Paid Rank since paid rank will be reset to default rank at the starting of the period.
Enter the number of shares to be given for users in different rank from the total pool bonus against the fields provided. Note: An integer followed by a * will be treated as a share.
Equal Distribution among eligible members: Bonus will be distributed equally among all the eligible members of the team.
Bonus Pool Share (Amount/Percentage):Enter the amount or percentage of the total profit that is to be given as pool bonus share. This share will be divided among the top performers as pool bonus based on the parameter selected.
Click Save to save the configurations done for pool bonus.
Retail Profit Bonus
Commission earned when a commerce product is purchased by the distributor is retail profit bonus.
Click on the gear button against the retail profit bonus and you will be redirected to the configuration page as shown below where Bonus Eligibility Criteria, Bonus Calculation Criteria, Bonus Calculation Cycle, Bonus Capping Criteria, Bonus Matching Commission Criteria for retail profit bonus can be configured.
Tick the checkbox against the field "Disable this commission for self purchases", if the bonus has to be disabled for self purchases.
Click Save to save the configurations done for retail profit bonus.
Payout is the process of converting the earned bonuses from the E-wallets of the user to their accounts like bank, paypal, PayQuicker etc. as real money. There are three payout options available in the system. User can request for payout using withdrawal requests or admin can generate payout either manually or auto payout options. Details about these payout and its configurations is discussed in this section.
Payout requests generated by user or admin with status as requested is shown under Active payout. Payout requests in each wallet with each payment method will be displayed separately.
The following details of active payout requests are shown in the page.
Requested By: Name of the user who has made the payout request.
Amount Requested: Amount requested to be converted to real money from the specific wallet.
Charges: Transaction charge taken for converting the amount in the wallet to real money.
Amount Payable: Amount to be paid after conversion. Payable amount is calculated by substracting charge from requested amount.
Converted Amount: The payable amount in system currency converted to BTC(incase of bitcoin payment) or the respective account currency according to the conversion rate of the requested time.
Processed Method: Payment method selected to redeem the money.
Wallet Address: Details of the account to which money is to be redeemed. Note: This field varies according to the payment method selected. eg: Wallet address for Bitcoin wallet, Paypal Email for Paypal etc.
Processed Date: Date and time at which the payout request is generated.
Active payouts in each wallet with different payment method is displayed separately. Perform the following steps to view the active payout in each wallet
Select the wallet from the dropdown available on top of the page which consists of all the wallets configured in the system as shown below.
Select the payment method from the dropdown available on top of the page which consists of all the processing methods configured in the system as shown below.
Active payout requests in the selected wallet with the selected processing method will be displayed.
Select the active requests to be processed by ticking the checkbox against the record.
Click + Add new Payout icon on top of the screen and a sliding screen appears as shown below.
Enter the following details to process the payout.
Name: Enter a name for the batch to be processed.
Date: Select the date of processing in from the calendar widget.
Note: Enter the notes to be added.
Click Save Payout to process the selected payout requests. The selected payout requests will be processed and moved to Batched payouts view. Admin can navigate to batched payout screen by selecting the Batched payouts option from the dropdown on top of the screen.
Select the active requests to be exported by ticking the checkbox against the record.
Select Export CSV option under Action menu on top of the screen. A popup to give the file name appears as shown below.
A default file name will be provided in the space. Edit the file name if you have to give a different name for the exported file.
Click Save changes to export the file. You will be redirected to download screen as shown below.
Click Download file to download the csv file or the file will be automatically downloaded after 20 seconds. Note: File will be downloaded in zip format.
Click Back to go back to active payout page.
Click Filter option on the top of the screen to filter the payout requests based on username, from date and to date. Payout requests can be filtered based on any of these attributes individually or a combination of any of these.
Perform the following steps to filter the payout requests.
Enter the data based on which you want to filter the data in the respective fields.
Click Search and you will get the payout requests satisfying the search criteria displayed.
Click Reset to clear the filter.
Processed payout requests of each wallet is shown in batches under Batched Payout section. Payout requests in each stage of processing in a batch can be viewed separately. Group view of payout requests will be displayed by default.
The following details of processed requests in a batch are displayed under group view. Each batch can be identified by the batch name and date of processing which is displayed on top of the batch details.
Charges: Total amount taken as transaction charge for converting the processed payout requests in the batch.
TDS (Tax Deducted at Source): Total amount debited from the wallets in the form of charges for various transactions in the batch.
Total Payable: Total amount to be paid for all the payout requests in the batch.
Payment Completed: Total amount that is paid in the batch.
Number of payout requests in different stages of processing can also be viewed under each batch. Different stages of payout processing are as follows.
Ready for remittance: Total count of payout requests in the batch in processing status is shown against this field. On clicking the count, you will be redirected to the page which displays details of all the payout requests in processing status in the batch as shown below.
Options to filter, export, reject and pay later the requests in processing status are available in this page. Complete the following steps to perform these actions.
Select the payout requests by ticking the checkbox against the record.
Click Export JSON under Action menu on top of the screen to export the selected requests in JSON format.
Click Reject option under Action menu on top of the screen to reject the selected payout request. Rejected requests will be moved to rejected requests screen.
Click Pay Later option under Action menu on top of the screen to process the selected payout requests later. On selecting this option the selected requests will be changed to requested status and moved back to active payout page for processing later.
Click Back to navigate to batched payout screen. Note: Admin can navigate to active payout screen by selecting the Active payout option from the dropdown on top of the screen.
Click Filter option on the top of the screen to filter the payout requests based on username, from date and to date. Payout requests can be filtered based on any of these attributes individually or a combination of any of these.
Enter the data based on which you want to filter the data in the respective fields.
Click Search and you will get the payout requests satisfying the search criteria displayed.
Click Reset to clear the filter.
In Remittance: Total count of payout requests in the batch whose processing is done and waiting for the response from third party sites like paypal etc. is shown against this field. On clicking the count, you will be redirected to In Remittance page as shown below.
Click Back option to navigate to batched payout screen.
Payment Completed: Total count of payout requests in the batch whose payment is completed and marked as paid is shown against this field. On clicking the count, you will be redirected to Completed Requests page as shown below.
Details of the payout requests will be displayed in the screen. Payout requests in each wallet will be displayed separately.
Options to view the payout requests in each wallet, export and filter the completed requests are available in this page. Complete the following steps to perform these actions.
Select the wallet from the dropdown available on top of the page which consists of all the wallets configured in the system as shown below. On selecting each wallet the completed payout requests of that wallet in the particular batch will be displayed.
Click Back option to navigate to batched payout screen.
Select the completed payout requests by ticking the checkbox against the record.
Cancel / Rejected: Total count of rejected or cancelled payout requests in the batch is shown against this field. Payout requests shown here will be either cancelled by the user or rejected by the admin. On clicking the count, you will be redirected to Rejected Requests page as shown below.
Details of the rejected/cancelled payout requests will be displayed in the screen. Payout requests in each wallet will be displayed separately.
Options to view the payout requests in each wallet, export and filter the rejected requests are available in this page. Complete the following steps to perform these actions.
Select the wallet from the dropdown available on top of the page which consists of all the wallets configured in the system as shown below. On selecting each wallet the rejected payout requests of that wallet in the particular batch will be displayed.
Select the rejected payout requests by ticking the checkbox against the record.
Click Back option to navigate to batched payout screen.
Batched payouts in each wallet are displayed separately. Perform the following steps to view the batched payout in each wallet
Select the wallet from the dropdown available on top of the page which consists of all the wallets configured in the system as shown below. On selecting each wallet the group view of batched payout requests of that wallet will be displayed.
Click List View option to view the processed payout requests as a list. On clicking List view, you will be redirected to Payout History page as shown below.
The following details of payout requests are shown in the page.
Requested By: Name of the user who has made the payout request.
Amount Requested: Amount requested to be converted to real money from the specific wallet.
Charges: Transaction charge taken for converting the amount in the wallet to real money.
Amount Payable: Amount to be paid after conversion. Payable amount is calculated by substracting charge from requested amount.
Converted Amount: The payable amount in system currency converted to BTC(incase of bitcoin payment) or the respective account currency according to the conversion rate of the requested time.
Status: Current status of the payout request.
Processed Method: Payment method selected to redeem the money.
Wallet Address: Details of the account to which money is to be redeemed. Eg: Wallet address for Bitcoin wallet, Paypal Email for Paypal etc.
Processed Date: Date and time at which the payout request is generated.
Payout requests in each wallet is displayed separately. Perform the following steps to view the payout requests in each wallet
Select the wallet from the dropdown available on top of the page which consists of all the wallets configured in the system as shown below.
Payout requests in the selected wallet will be displayed.
Select the payout requests by ticking the checkbox against the record.
Summary of payout requests in each status can be viewed under Payout overview. Overview of payout requests in each wallet will be displayed separately.
Select the wallet from the dropdown available on top of the page. Payout requests in different status in the selected wallet will be displayed.
Count of total requests, Total Charges taken for the requests and Total Payable Amount of requests in each status will be displayed under the specific sections. Different status of payout requests displayed are as follows.
Active Withdrawals: Total count of withdrawal requests from members, total amount to be paid and charges taken for the transactions are shown under this section. Click on View Details option and you will be redirected to Active Payout page where all the details of active withdrawal requests are displayed.
Ready for Remittance: Total count of approved withdrawals for remittance with the total amount to be paid and charges taken are displayed in this section. Click on view details and you will be redirected to the ready for remittance page which displays details of all the payout requests in processing status.
Completed Payment: Details of successful payouts with status as paid is shown under this section. Click on view details and you will be redirected to completed requests page which displays details of all the payout requests in paid status.
Payouts Cancelled By Users: Total count and details of payout requests cancelled by the users is shown under this section. Click on view details and you will be redirected to Cancelled/Reverted page which displays details of all the payout requests in cancelled status.
Payouts Declined By Admin: Total count and details of payout requests rejected by the admin is shown under this section. Click on view details and you will be redirected to Rejected Requests page which displays details of all the payout requests in rejected status.
Summary Of All Transactions: Total count and details of all the payout requests in the selected wallet is shown under this section. Click on view details and you will be redirected to Payout History page which displays details of all the payout requests in the system.
Manual Payout is the process of generating payout requests for all the users in the system form a single window. Admin can generate payouts from each wallet for all users as a whole. Payout will be generated only for users who has configured the payout preferences and completed the initial lock period set in the manual payout settings.
Select the wallet from which payout has to be generated from the dropdown available.
Click Generate icon and payout will be generated for all the users who has set the payout preferences.
If payout has to be generated for only a specific set of users, tick the checkbox against with csv field. Fields to upload the csv template will appear as shown below.
Click Download icon to download the csv template.
Enter the user names of the users for whom the payout has to be generated and upload the csv file in the respective field.
Skip first row: Select Yes from the dropdown if the first row in csv file has to be skipped for payout generation.
Click Generate icon and payout will be generated for all the users given in the template.
Configurations for generating manual payout for each wallet is done under Manual payout settings. All the wallets available in the system will be displayed in the screen as shown below.
Click on the gear button against each wallet to configure the settings for manual payout generation of that wallet. A sliding screen appears as shown below.
Enter the following details in the manual payout settings.
Initial Lock Period: Set the initial lock period for users in days to generate manual payout. Users should complete initial lock period after registration to get qualified for withdrawal.
Charge: Transaction charge that is to be taken for processing the payout.
Charge Type: Select the whether the charge configured is in percentage or price from the dropdown.
Minimum amount: Set the minimum amount that is to be withdrawn from the wallet.
Maximum amount: Set the maximum amount that can be withdrawn from the wallet.
Click Save icon to save the configurations for the particular wallet.
Note: Configuration for each wallet is similar. On clicking the gear button against each wallet, a similar screen as shown above will be displayed, where the settings for the particular wallet are configured.
Auto payout generation is the process of generating payouts for users automatically in a payout interval set in the configurations . Configurations for auto payout generation for each wallet is done under Auto payout settings.
Click on the gear button against each wallet to configure the settings for auto payout generation of that wallet. A sliding screen appears as shown below.
Enable the auto payout option by clicking the radio button.
Enter the following details in the auto payout settings.
Payout Interval: Select the interval at which the payout has to be generated from the dropdown which consists of following options.
Daily: Payout will be generated daily.
Weekly: Payout will be generated weekly on the day selected against the field "Payout Week Day" which appears on selecting weekly option as payout interval.
Custom: Payout will be generated on the particular days selected against the field "Payout Days" which appears on selecting custom option as payout interval.
Initial Lock Period: Set the initial lock period for users in days to generate payout. Users should complete initial lock period after registration to get qualified for withdrawal.
Charge: Transaction charge that is to be taken for processing the payout.
Charge Type: Select the whether the charge configured is in percentage or price from the dropdown.
Minimum amount: Set the minimum amount that is to be withdrawn from the wallet.
Maximum amount: Set the maximum amount that can be withdrawn from the wallet.
Click Save icon to save the configurations for the particular wallet.
Note: Configuration for each wallet is similar. On clicking the gear button against each wallet, a similar screen as shown above will be displayed, where the settings for the particular wallet are configured.
Options to configure the settings for various functions in the website is available under this menu.
Configuration of features like username generation and security questions can be done under modules and features.
Username for the new users will be generated automatically by the system if this module is activated. Configurations for generating the username can be done on activating the module.
Activate the module by clicking the toggle button under Action field against Username Autogenerate. Note: Configuration button for the module will be enabled only when the module is active.
Click on the gear button against the module and a sliding screen to make the configuration appears as shown below.
Enter the following details for username auto generation.
Enable username editable: Tick the checkbox against this field if the username has to be made editable once it is generated. On enabling this, the username field under My profile of the user will be editable.
Username autogenerate prefix: Enter the prefix that has to be added before the autogenerated username.
Add first name to username: Tick the checkbox against this field if the first name of the user has to be added with the autogenerated username.
Add last name to username: Tick the checkbox against this field if the last name of the user has to be added with the autogenerated username.
Add country code to username: Tick the checkbox against this field if the country code of the user has to be added with the autogenerated username.
Add country name to username: Tick the checkbox against this field if the country name of the user has to be added with the autogenerated username.
Add sponsor name to username: Tick the checkbox against this field if the name of the sponsor of the user has to be added with the autogenerated username.
Add random digits to username: Tick the checkbox against this field if random digits has to be added with the autogenerated username.
Random digits count: Enter the number of digits that has to added as random digits with the username.
Weight 1:Select the field that has to be appended with the username first from the dropdown against this field. Note: Values will be appended prioritizing the options selected against each weight fields 1-6 respectively. These fields are mandatory
Click save to save the configurations. On enabling this feature, the field to enter username will not be available under Add New member screen. Username will be generated automatically according to the configurations.
Click Reset to clear the fields.
Configuration of payment modules for merchant account where the business amount gets credited is done under payment method settings. All the available payment modules for the merchant account will be displayed as shown below.
Merchant account details for Bitcoin wallet and Bank Deposit needs to be configured by the admin. For all other payment methods, the details will be hardcoded in the system. Details of configuring payment method for bitcoin wallet and bank deposit are as follows.
Click on the configuration icon against Bitcoin Wallet. A sliding screen to enter the details and settings of bitcoin address appears as shown below.
Enter the following details of the bitcoin wallet.
Wallet Address: Bitcoin address of the merchant account.
Network Type: Select the network type which identifies whether the system needs to be run in test mode or live mode from the dropdown.
MainNet: System will be run in live mode.
TestNet: System will be run in test mode.
Currency Code: Default currency set in the website will be displayed here.
Increment percentage: Select the percentage of bitcoin amount that is to be added with the actual converted bitcoin value. The user will have to pay the increment value added with the bitcoin amount as a total. If no increment has to be added, select No increment from the dropdown.
Timer: Select the time limit that has to be set for making the payment in the payment page of bitcoin wallet. After the selected time the QR code displayed in the payment page will get cancelled.
Confirmation: Select the number of confirmations from third party sites required for payment to be completed from the dropdown available. On getting the number of confirmations configured, the payment will be shown as complete.
Awaiting timer: Select the time limit that has to be set for the automatic refresh process to check payment when the payment is set to done later.
Awaiting refresh count: Select the number of times the awaiting timer has to be refreshed automatically.
Transaction fee: Transaction fee taken for each transaction.
Show I have already paid button for anonymous user: Select whether the button "I have already paid" should be made available for anonymous users or not from the dropdown. This button will be available for anonymous users only when Activate option is selected.
Notification status: Select whether notification has to be enabled or disabled for users when the payment is done. On selecting Active option, notification mail will be send to users with payment details each time the QR code gets refreshed.
Order cancel on timeout: Select whether automatic cancel option after the timeout has to be enabled or disabled.
User can cancel order: Select whether cancel button should be made available for users in the payment page from the dropdown.
Alert message when the user cancel an order: Enter the alert message to be displayed when the user cancel an order in the space provided.
Security Token: Click Get Security Token and a security code will be send to the registered email address of the admin. Enter the security code in this field to update the credentials for bitcoin wallet.
Click Update to save the configurations.
Click Reset to clear the fields.
Click on the configuration icon against Bank Deposit. A sliding screen to enter the details of merchant bank account appears as shown below.
Enter the following details of the merchant bank account.
Account Information: Account Details of the merchant account can be entered in the space provided. Multiple account details can be added by clicking + icon.
Notes: Enter the message to be displayed in the screen when payment is to be done later after giving the details.
Terms: Enter the message to be displayed as Terms and Conditions for bank deposit payment method.
Security Token: Click Get Security Token and a security code will be send to the registered email address of the admin. Enter the security code in this field to update the credentials for bank account details.
Click Update to save the configurations.
Click Reset to clear the fields.
Geozones used for the purpose of tax calculation are created and maintained in this section. All the configured geozones are displayed on selecting manage geozones. These geozones will be available for selection at the time of creating Tax group.
The following details about geo zones are displayed on the screen.
Geozones: Name of the geo zone configured is shown in this field.
Description: Description given for the geo zone is shown here.
Manage: Option to view or edit the zone configured is available under manage.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click View/Edit option under manage field against the geozone. A sliding screen as shown below appears.
Zone areas can be added or deleted using the respective icons.
Make the necessary updates and click Update to save the changes.
Click Reset to clear the fields.
Select the geozone to be deleted by ticking the checkbox against the respective geozone.
Click Delete option under Action menu in the top of the screen and the geozone will get deleted successfully.
Geozones can be filtered based on zone name.
Click Filter option in the top of the page to filter the zones based on zone name.
Enter the name of the geozone which needs to be filtered in the Geozone Name field.
Click Search and the zone satisfying the search criteria gets filtered.
Click Reset to clear the filter.
Click + icon in the top right corner of the page. A sliding screen to add geozone appears as shown below.
Enter the name of the geozone in the Name field.
Enter the description to be added for the zone in the respective field.
Select the country in which the zone is located from the dropdown available.
Select the zone from the dropdown list. Note: All zones under the selected country will be available in the dropdown.
Click + icon to add multiple zones under the same geozone.
Click delete icon available on adding multiple zones if any zone has to be deleted.
Click Save to add the geozone.
Click Reset to clear the fields.
Notifications that has to be send from the system automatically on performing different events can be configured under Autoresponder configurations settings. On clicking Autoresponder configurations, you will be redirected to Available Autoresponders page where all the notifications for different events configured in the system are displayed.
The following details of event notifications are shown on the page.
Key: Key provided from the developer side for each events.
Title: Title of the event.
Notify Method: Notify method defines who all are to be notified on performing the particular event as per the event notify method configured.
Notify Medium: Medium through which the notifications are to be send.
Manage: Options to edit and delete the notification settings for the particular event are available under manage.
Click + Add New Event icon. A sliding screen appears as shown below.
Enter the following details to add notification for an event.
Event Key: Key provided from the developer side for particular event type. Click on Available Params icon and the available keys for each event provided by the developer will be displayed. Copy the key and paste it in the event key field.
Event Title: Title for the particular event.
Event Content: Message content for notifications to be send as external mails.
Event medium content: Message content for notifications to be send as internal mails.
Event short content: Message content for notifications to be send as SMS.
Event Image: Upload the image to be send in the notification.
Event notify method: Select the notify method from the dropdown based on which the notification will be send to the users.
Parent Only: Notification will be send only to the parent user of the user on performing the event.
Upline: Notification will be send to all the upline members of the user on performing the event.
Sponsor Line: Notification will be send to all the members in the sponsor line of the user on performing the event.
Sponsor Only: Notification will be send only to the sponsor of the user on performing the event.
User Only: Notification will be send only to the user on performing the event.
Event Notify Medium: Tick the checkbox against the medium through which the notifications are to be send.
Internal Mail: Notification will be send as internal mail.
External Mail: Notification will be send as external mail.
Push Notifications: Notification will be send as push notifications.
SMS: Notification will be send as SMS.
Is user eligible to configure this event: Enable this option if the user should be given the privilege to edit the content of the notification send.
Is the event instant: Enable this option if the notification should be send instantly on performing the event.
Is active: Enable this option if the notification event has to be made active.
Click Save to add the new event. Added event will be displayed under event list.
Click Edit option under manage field against the event to be edited. A sliding screen with the event notification details appears as shown below.
Make the required updates in the notification details.
Click Save to save the changes.
Click Delete option under manage field against the event notification to be deleted. A popup screen asking the confirmation will appear as shown below.
Click Cancel to close the popup.
Click Yes if you have to delete the event notification. A popup as shown below appears on successfully deleting the notification.
Click OK to close the popup.
Configuration of the site information that has to be displayed in the front end of the website is done under site info.
Enter the following details of the website in the fields provided.
Site Name: Website name that has to be displayed in the tab.
Site Description: A short description of the website that has the information about your site and used for SEO purpose.
E-mail ID: Email Id of the website.
Contact Number: Contact number given in the website.
Address: Address displayed in the website.
Meta image: Click Upload image to add the meta image which is specific snippets of text and image content that provide a summary for a webpage. This image will be shown whenever someone shares a link on social media, in messaging etc. Note: Please upload image with minimum width 1200px and minimum height 630px.
Enter the social media links that has to be displayed in the website against the respective fields Facebook URL, Twitter URL, Linkedin URL, Youtube URL.
Click Save to save the site information.
Click Reset to clear the fields.
Logos and Favicons that is displayed in the website are configured under this section.
The logos that can be configured are as follows.
Logo: Logo displayed on top of the menus in the left panel of the website.
White Logo: Logo displayed in the front end of the website.
Short Logo: Short logo used in the website.
Favicon: Icon displayed in the tab while opening the website.
Click Edit option against each option. A sliding screen appears as shown below.
Click Upload Image and select the image of the logo to be displayed. There are options to drag, zoom in, zoom out, rotate, reset and delete the image when the image is selected. Note: Please upload image with minimum width 200px and minimum height200px for logo and white logo.
Click Save to save the configuration.
Click Reset to clear the image.
Configurations for handling the website when it is under maintenance is done in this section.
Enable Site Maintenance Mode: Enable this option to make the site available in maintenance mode.
Header: Enter the header to be displayed when the site is under maintenance.
Maintenance message content: Enter the content to be displayed in the website when under maintenance.
Maintenance URLs: Select the URLs to be made available in the front end theme when the website is in maintenance mode from the dropdown available.
Backoffice Theme URLs: Select the URLs to be made available in the Backoffice when the website is under maintenance mode from the dropdown available.
Click Save configurations to save the settings for maintenance mode.
Extra privileges available for admin to change the sponsor and placement of user in genealogy tree, update earnings, rank vesting etc. comes under Advanced options.
Admin can change the current sponsor of a user to any other member in the upline of the user in this section.
Perform the following steps to change the sponsor of a user.
Enter the username of the user whose sponsor has to be changed in the Username field.
Click Find icon. The current sponsor of the user will be displayed as shown below along with the option to change the sponsor.
Enter the username of the member who has to be assigned as the new sponsor and select it under Choose Sponsor field. Note: Only the members in the upline of the user can be assigned as new sponsor.
Click Update Sponsor. A popup window asking the confirmation will appear as shown below.
Click "Yes, do it" option to update the sponsor. Sponsor will be updated successfully in all related sections. Note: Sponsor benefits of the user will be given to the new sponsor hereon.
Click Cancel to close the popup.
To view the history of sponsor change, select the user and click Sponsor Change History option. History of the sponsor changes appear as shown below.
Details given in the history are as follows.
Old Sponsor: Full name of the old sponsor of the user.
New Sponsor: Full name of the new sponsor of the user.
Status: Status of the sponsor change.
Date: Date and time at which the sponsor was changed.
Admin can change the placement of a user to anywhere under the sponsor of the user according to their spilling preference.
Perform the following steps to change the parent of a user.
Enter the username of the user whose placement or parent has to be changed in the Username field.
Click Find icon. The current parent of the user will be displayed as shown below along with the option to change the parent.
Enter the username of the member who has to be assigned as the new parent and select it under Parent User field. Note: Members under the sponsor of the user with same spilling preference and a vacant position under them can be assigned as new parent.
Click Update Parent. A popup window asking the confirmation will appear as shown below.
Click "Yes, do it" option to update the parent. Parent will be updated successfully in all related sections and the position of the user will be moved under the new parent in the genealogy tree.
Click Cancel to close the popup.
To view the history of parent change, select the user and click Parent Change History option. History of the parent changes appear as shown below.
Details given in the history are as follows.
Old Parent: Full name of the old parent of the user.
New Parent: Full name of the new parent of the user.
Status: Status of the parent change.
Date: Date and time at which the parent was changed.
Earnings credited in each wallet of the users can be modified by the admin under this section.
Select the wallet whose earnings has to be updated from dropdown in Destination Wallet field.
Enter the username of the user whose earnings in the selected wallet has to be modified.
Click Find icon. Available earnings and current balance in the selected wallet of the user will be displayed as shown below.
Click List & Modify option under transactions. List of earnings credited to the user will be displayed as shown below.
Enter the modified amount in New Amount field against the bonus.
Enter any notes to be added in the respective field.
Click Update icon. A popup window asking the confirmation will appear as shown below.
Click "Yes, do it" option to update the amount. The balance in the wallet will be updated accordingly. Note: This transaction will be added under transaction history of both admin and user as modified bonus with debited or credited status.
Click Cancel to close the popup.
Click Add Fund option under the wallet balance. Field to add the fund to the wallet will be displayed as shown below.
Enter the amount to be added in Add Fund field.
Click Update icon. A popup window asking the confirmation will appear as shown below.
Click "Yes, do it" option to add the amount. Amount will be added to the wallet as Admin Fund Deposit and will be listed under transactions as a new category . Note: This transaction will be added under transaction history of admin as Admin Fund Deposit with debited status and under user with credited status.
Click Cancel to close the popup.
Click Deduct Fund option under the wallet balance. Field to deduct the amount from the wallet appears as shown below.
Enter the amount to be deducted in Deduct Fund field.
Click Update icon. A popup window asking the confirmation will appear as shown below.
Click "Yes, do it" option to deduct the amount. Amount will be deducted from the wallet as Admin Fund Deduction. Note: This transaction will be added under transaction history of admin as Admin Fund Deduction with credited status and under user with debited status.
Click Cancel to close the popup.
Rank Vesting is the process of manually upgrading the rank of users to next levels. Admin can select the users and upgrade their ranks in this section even if they have not achieved the rank criteria.
Perform the following steps to upgrade the rank of a user.
Enter the username of the user whose rank has to be upgraded in the Username field.
Click Find icon. The current rank of the user will be displayed as shown below with an option to choose the required rank.
Select the rank which has to be assigned to the user from the dropdown against Choose Rank Note: Only the ranks higher than the current rank of the user will be available in the dropdown. Admin can upgrade the rank of the user to any higher level.
Click Update. A popup asking for confirmation appears as shown below.
Click "Continue" option to update the rank. Note: Rank of the user will be updated to new rank in all the related sections and the details of rank vesting can be viewed under Rank Vesting History in Reports menu.
Click Cancel to close the popup.
Admin can login to the user account of any member in the system directly without using any login credentials with this option.
Perform the following steps to login as a member.
Enter the username of the user whose user account has to be accessed in the Username field.
Click Change Login icon. You will be logged in to the home page of the user account with all the privileges of the respective user. A warning message which notifies that "You have assumed the identity of another account!" will be displayed in the bottom of the screen as shown below. Admin can perform any required actions as the user.
Click End Session against the warning message and you will be logged out of the user account and redirected to the home page of admin.
Platform related configurations like wallet settings, currency settings, profile settings etc. are done in this section.
Configurations of different types of transfers in each wallet in the system can be configured separately under wallet settings.
Internal wallet transfer is used to transfer the amount from one wallet to another wallet of the user. Configurations for managing the inter wallet transfer from each wallet is done separately in this section.
Click the gear button under Internal wallet transfer against the respective wallet. A sliding screen for internal wallet transfer settings appears as shown below.
Enter the following details for internal wallet transfer of the selected wallet.
Enable Wallet Transfer: Activate the toggle button against this option to enable the internal wallet transfer for the selected wallet.
Source wallet: Select the source wallet against this field which will be the selected wallet by default.
Destination wallet: Select the wallet to which the transfer has to be done from the list of wallets available in the dropdown.
Min transfer amount: Minimum amount that can be transferred from the source wallet to destination wallet.
Max transfer amount: Maximum amount that can be transferred from the selected source wallet to destination wallet.
Transfer charge: Transaction charge that is to be taken for processing the internal transfer.
Transfer charge type: Select whether the charge configured is in percentage or price from the dropdown.
Click + icon to add multiple combinations of configurations for the internal wallet transfer.
Click delete icon available on adding configurations, if any configuration has to be deleted.
Click Save configurations to save the settings.
Note: Configuration for internal wallet transfer from all the wallets are similar.
Peer to Peer transfer is used to transfer an amount from the a particular wallet of one person to the same wallet of another person within the user network. Configurations for managing the peer to peer wallet transfer for each wallet is done separately.
Click the gear button under peer to peer wallet transfer against the respective wallet. A sliding screen for peer to peer wallet transfer settings appears as shown below.
Enter the following details for the configuration of peer to peer wallet transfer of the selected wallet.
Enable Wallet Transfer: Activate the toggle button against this option to enable the peer to peer wallet transfer for the selected wallet.
Min transfer amount: Minimum amount that can be transferred from the selected wallet of the user to the wallet of peer.
Max transfer amount: Maximum amount that can be transferred from the selected wallet of the user to the wallet of peer.
Transfer charge: Transaction charge that is to be taken for processing the transfer.
Transfer charge type: Select whether the charge configured is in percentage or price from the dropdown.
Click Save configurations to save the settings.
Note: Configuration for peer to peer wallet transfer for all the wallets are similar.
Fund deposit is the process of transferring real money to virtual wallets in the system. Configurations for managing the fund deposit in each wallet is done separately.
Click the gear button under fund deposit settings against the respective wallet. A sliding screen for fund deposit settings appears as shown below.
Enter the following details for the configuration of settings for fund deposit to the selected wallet.
Enable Wallet Deposit: Activate the toggle button against this option to enable the fund deposit option for the selected wallet.
Min transfer amount: Minimum amount that can be transferred to the selected wallet.
Max transfer amount: Maximum amount that can be transferred to the selected wallet.
Transfer charge: Transaction charge that is to be taken for processing the deposit.
Transfer charge type: Select whether the charge configured is in percentage or units from the dropdown.
Click Save configurations to save the settings.
Note: Configuration for fund deposit settings for all the wallets are similar.
Configurations for enabling the withdrawal from each wallet and particular settings to keep conditions for withdrawals are done under withdrawal settings.
Click the gear button under withdrawal settings against the respective wallet. A sliding screen appears as shown below.
Enter the following details for the configuration of settings for withdrawal from the selected wallet.
Enable Wallet withdrawal: Activate the toggle button against this option to enable the withdrawal option for the selected wallet.
Payment Method: Select the payment method that has to be used for withdrawing money. Note: All the available payment methods will be displayed in the dropdown. Select All option to avail all the payment methods for withdrawal in the withdrawal form.
User Type: Select the user roles for which withdrawal has to be allowed from the dropdown. Note: All the available user roles will be displayed in the dropdown. Select All option to allow withdrawal for all user types.
Min withdraw amount: Minimum amount that can be withdrawn from the selected wallet.
Max withdraw amount: Maximum amount that can be withdrawn from the selected wallet.
Withdraw charge: Charge that will be taken for processing the withdrawal.
Withdraw charge type: Select whether the charge configured is in percentage or price from the dropdown.
Payout Days: Select the day on which payout can be generated from the wallet. Note: Only one day can be selected at a time. Select All option to generate payout on all days.
Payout Limit: Maximum amount that can be withdrawn from the wallet during the payout limit period selected.
Payout Limit Period: Select the period for considering the payout limit from the dropdown.
Click + icon to add multiple combinations of configurations for the withdrawal.
Click delete icon available on adding configurations, if any configuration has to be deleted.
Click Save configurations to save the settings.
Note: Configuration for withdrawal settings for all the wallets are similar.
Configuration to enable the selected wallet as a payment option is done under payment settings. Settings for each wallet has to be done separately.
Click the gear button under payment settings against the respective wallet. A sliding screen appears as shown below.
Activate the the toggle button against Enable wallet payment option to enable the selected wallet as a payment option for purchase.
Click Save configurations to save the settings.
Configuration for setting the percentage in which the bonuses earned should be divided to each wallet is done under Wallet split configurations. All the bonuses available in the system will be displayed in the screen as shown below.
Enable the radio button under status field against the respective bonus to enable wallet split for the particular bonus. Gear button for wallet split configuration will be available only when the status is active. If this is not enabled, the entire bonus will be credited to the first wallet.
Click the gear button against the bonus and you will be redirected to the split configuration page of the particular bonus. Note: Configuration for all the bonus will be similar.
Select on what basis the bonus has to be split from the dropdown which consist of three options:
Global: Bonus split will be configured globally for all users.
Enter the percentage of bonus to be credited to each wallet in the respective fields. Note: Value entered will be in percentage. Sum of the values in all the wallets should be 100.
2. Rank: Bonus split will be configured based on the rank of the users. All the ranks available in the system will be displayed as shown below on selecting Rank option.
Enter the percentage of bonus to be credited to each wallet of the users in each rank in the respective fields. Note: Value entered will be in percentage. Sum of the values in all the wallets should be 100.
3. Package: Bonus split will be configured based on the package of the users. All the packages available in the system will be displayed as shown below on selecting Package option.
Enter the percentage of bonus to be credited to each wallet of the users with particular package in the respective fields. Note: Value entered will be in percentage. Sum of the values in all the wallets should be 100.
Conditions to hold the bonus credited to each wallet can be configured under split conditions.
Enable the conditions required by ticking the checkbox against the respective condition.
First Holding Days: Enter the number of days to which the first bonus credited to the user after registration should be kept on hold against each wallet. The bonus will be credited to the wallet only after the number of days configured here.
Holding Days: Enter the number of days to which the bonus credited to the user should be kept on hold against each wallet. The bonus will be credited to the wallet only after the number of days configured here.
Skip Conversion: Enable the checkbox against this field to skip the currency conversion for the amount credited as bonus. Otherwise conversion takes place according to the chosen wallet.
Click Save to save the configurations done.
Click Back to go to Multi Wallet Split Settings page.
Goals that has to be achieved by the users and the criteria for achieving the goals are configured under Goal settings. Admin can set different goals and the steps to achieve that goal for users.
Click Add goal icon in the top right corner. A new goal will be displayed in the screen.
Click Add steps under New goal. A sliding screen appears as shown below.
Enter the following details based on which the goal can be achieved.
Main Goal: Select the criteria based on which the goal has to be set from the dropdown.
Step: Name or description about the goal to be viewed to the user.
Active Link: Select the page to which the link displayed in the goal has to be redirected from the dropdown available.
Recommended Course: Select the e learning course for the particular goal.
Recommended article: Select the relevant article for the particular goal.
Click + icon to add multiple steps for achieving the criteria.
Click Save to save the goal settings.
The goal created will be displayed in the screen with options to edit and expand. An example of goal created is shown below.
Click Edit icon to edit the goal criteria created.
Click "Do it now" link to get redirected to the activation pages configured against each step.
Profiles achieved by users on acquiring the goal criteria created under Goal settings are created under profile settings. All the profiles created will be displayed in the screen as shown below.
Click Add profile to add a new profile. You will be redirected to create profile screen as shown below where all the goals created will be displayed.
Enter the following details to add a new profile.
Profile name: Name of the profile to be created.
Previous Profile: Select the profile that comes previous to the configuring profile in the list from the dropdown available.
All the goals created in the goal settings will be displayed here. Select the goals to be met for achieving the configured profile by ticking the checkbox against each goal. The following details of the goals has to be configured.
Goal : Name of the goal configured under goal settings. Note: This field is non editable.
Display Name: Enter the name of the goal that has to be displayed at user side.
Period: Select the period at which the target for achieving the goal has to be calculated from the dropdown which consist of options: Weekly, Monthly, Yearly and Overall.
Target: Enter the target that has to be achieved for completing the goal and achieving the profile.
Click Save to add the profile. The profile created will be displayed in the manage goal profiles screen with the goals and target for each profile as shown below.
Click View all goals to view all the goals configured under the profile.
Click Edit icon to edit the configurations in the profile.
Click Delete icon to delete the profile created.
Admin can create a new currency other than the usual currencies available in the system using this option.
Enter the following details to create a new currency.
Currency Name: Name of the currency.
Currency Code: Code for the representing the currency.
Code placement: Select the position where the currency code should be placed with the value from the dropdown which consists of three options.
Before: Currency code will be placed before the currency value.
After: Currency code will be placed after the currency value.
Hidden: Currency code will be hidden.
Currency Symbol: Symbol representing the currency.
Symbol placement: Select the position where the currency symbol should be placed with the value from the dropdown which consists of three options.
Before: Currency symbol will be placed before the currency value.
After: Currency symbol will be placed after the currency value.
Hidden: Currency symbol will be hidden.
Decimals: The number of decimals for the currency.
Numeric Code: Numeric code representing the currency. eg: Numeric code for USD is 840.
Minor unit: Lowest unit of the created currency.
Major unit: Highest unit of the created currency.
Active: Tick the checkbox if the currency has to be made active and available in the currency list.
Click Save to create the currency successfully.
Currency rate of the currencies created manually by the admin can be updated according to market price in this section.
Enter the following details to update the currency rate.
Currency Name: Select the currency whose rate has to be updated from the list of created currencies available in the dropdown.
Market Price: Enter the market price for the selected currency.
Highest Price: Enter the highest price set for the currency for trading purpose.
Lowest Price: Enter the lowest price set for the currency for trading purpose.
Start Date: Select the date from which the currency rate set here has to be considered.
End Date: Select the date to which the currency rate set here has to be considered. Note: If start date and end date is not set, this currency rate will be considered until it is updated.
Click Save to update the currency rate.
History of currency rate of a particular currency in a monthly basis is displayed under this section. Currency rate of a particular currency in a specific month and year can be filtered using the filter option available. Currency rate of the currency on each day of the month will be displayed as shown below. Admin can edit the currency rate of a particular date alone separately if required.
Market price, Highest Price and Lowest price of the selected currency on each date of the month are displayed in the list. If there is no change in the currency rate, No change will be displayed under these fields. Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click on the three dots(...) against each date to change the currency rate of that particular date. A sliding screen appears as shown below.
Enter the updated currency Market price, Highest price and lowest price in the respective fields.
Click Save to update the currency rate of that particular date. The updated rate will be displayed in the monthly history.
Currency rate of a particular currency in a specific month and year can be filtered using the filter option.
Select the currency code from the dropdown. Note: All the currencies created will be displayed in the dropdown.
Select the month from the dropdown.
Select the year from the dropdown.
Click Search. Currency rate of the selected currency in the selected month of the year will be displayed.
Click Reset to close the filter popup.
Configurations related to creation of announcements and managing the settings and history of announcements are done under this section.
Announcements providing information to users which will be displayed in the dashboard of the user can be created under this section.
Enter the following details to create a new announcement.
Subject: Subject of the announcement which will be displayed as the headline of the announcement in dashboard.
Message: Content or message that has to be conveyed in the announcement. Note: Maximum length of 500 characters are allowed in this field.
Show always: Enable the radio button against this field if the announcement has to be displayed always in the dashboard of the user each time the user gets logged in. The announcement will be made removed from the dashboard only if the user manually closes the announcement view. If this option is disabled, announcements will be displayed in the dashboard between the start date and end date configured.
Start Date: Select the date and time from which the announcement has to be displayed in the user dashboard from the calendar widget available. Note: This field will be available only when "Show Always" option is disabled.
End Date: Select the date and time to which the announcement has to be displayed in the user dashboard from the calendar widget available. Note: This field will be available only when "Show Always" option is disabled.
Show as a Pop-up Alert: Enable the radio button against this field if the announcement has to be displayed as a popup window while logging into the user account. On closing the popup window, the announcement will be moved to the viewed announcement history.
Image: Click Upload Image and select the image to be displayed in the announcement. There are options to drag, zoom in, zoom out, rotate, reset and delete the image when the image is selected. Note: Please upload image with minimum width 600px and minimum height 400px.
Enter url for call to action : Enter the URL of the page to which the user has to be redirected on clicking the Proceed icon in the announcement in the space provided.
Who want to see the announcement: Select the set of users who can view the announcement from the dropdown which consists of four options.
All users: Announcement will be displayed to all users.
Only specified users: Announcement will be displayed to specific users configured. Enter Username of specified users who want to see the announcement in the field displayed on selecting this option in the dropdown. Note: Multiple users can be selected.
Only Particular role of users: Announcement will be displayed to users with specific roles selected. Select the name of particular roles who want to see the announcement from the list displayed on selecting this option in the dropdown. Note: Multiple roles can be selected.
Only Particular ranked users: Announcement will be displayed to users with specific ranks selected. Select the name of particular ranks who want to see the announcement from the list displayed on selecting this option in the dropdown. Note: Multiple ranks can be selected.
Enable countdown timer: Enable this option to activate the countdown timer which will start running from the current date to the announcement end date configured. This timer will be displayed along with the announcement. Note: This field will be available only when "Show Always" option is disabled.
Disable close button: Enable this option to disable the close button for the announcement. Announcement will be removed from the dashboard only when the user has viewed it.
Click Save to create the announcement.
Click Reset to clear the fields.
All the announcements created are displayed under manage announcements. Admin can perform actions like edit, clone or delete announcements in this section.
The following details of announcements are displayed on the screen.
Subject: Subject of the announcement.
Message: Content or message that is conveyed in the announcement.
Show Always: Status whether the option to show the announcement always on the dashboard is enabled or disabled.
Start Date: Date and time from which the announcement will be displayed in the user dashboard. Note: If show always option is enabled, the start date will be the date on which the announcement was created.
End Date: Date and time to which the announcement will be displayed in the user dashboard. Note: If show always option is enabled, the end date will be left blank.
Status: Status of the announcement whether it is enabled or not.
Actions: Options to edit and clone the announcements are available under this field.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click +Add icon on top of the screen. A sliding screen with the details to add a new announcement appears as shown below. Note: This screen is a sliding view of create announcements screen.
Enter the details of the announcement to be created.
Click Save to add the announcement.
Click Edit option under Actions field against the particular announcement. A sliding screen with the announcement details appears as shown below.
Make the required updates in the announcement details. Option to enable or disable the announcement will be available in the edit screen.
Click Update to save the changes.
Click Reset to revert the changes made before updating.
Click Clone option under Actions field against the particular announcement. A sliding screen with the announcement details appears as shown below.
Make the required changes for the announcement details in the cloned copy.
Click Update and a clone of the announcement with the updated details will be available as a new announcement.
Click Reset to clear the fields.
Select the announcement to be deleted by ticking the checkbox against the particular announcement.
Click Delete option under Action menu available on top of the screen. The announcement will be deleted successfully.
Click Filter option on the top of the screen to filter the announcements based on subject, date and status. The announcement can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the announcements .
Enter the data based on which you want to filter the announcement in the respective fields.
Click Search and you will get the announcements satisfying the search criteria displayed.
Click Reset to clear the filter.
Common configurations for all the announcements are done under announcement settings screen.
The following configurations can be done under announcement settings.
Enable All Common Announcements : Enable the radio button against this field to enable all the common announcements configured in the system. Common announcements configured by default in the system will be available under Common Announcements screen.
Enable Auto Delete Option : Enable the radio button against this field to enable auto delete option for announcements. On enabling this, the announcements will be automatically deleted after the number of months configured in the settings.
Delete Announcements After (Month) : Enter the number of months from the created date to automatically delete the announcements. Note: This field is relevant only when the Auto Delete option is enabled.
Number of Announcements display : Enter the number of announcements to be displayed on the dashboard of the user. Only the number of announcements configured will be displayed on the dashboard, rest of the announcements will be available in the Announcement History page of the user. Note: A count of minimum of 1 announcement and a maximum of 10 announcements can be configured here.
Which roles should be considered for viewing announcements : Select the user roles who can view the announcements from the list of available roles. Multiple roles can be selected here.
Click Save configurations to save the settings done.
Announcements created by default in the system through codes for particular purposes are displayed under this section. Admin can only enable or disable any announcement using edit option. Common announcements are enabled and disabled as a whole under Settings page. A link to go to settings section is provided in this page.
Details of the common announcements displayed in the screen are as follows.
Usage: Usage or purpose of the announcement.
Key: Unique Key provided from the developer side for particular announcement.
Subject: Subject of the announcement.
Message: Content or message that is conveyed in the announcement.
Status: Status of the announcement whether it is enabled or not.
Actions: Option to edit the announcement is available under this field.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click Edit option under Actions field against the particular announcement. A sliding screen with the announcement details appears as shown below.
Make the required updates in the announcement details. Option to enable or disable the common announcement is available in the edit screen. Note: KEY field cannot be edited.
Click Update to save the changes.
Click Reset to revert the changes made before updating.
Click Filter option on the top of the screen to filter the announcements based on subject, message, key and status. The announcement can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the announcements .
Enter the data based on which you want to filter the announcement in the respective fields.
Click Search and you will get the announcements satisfying the search criteria displayed.
Click Reset to clear the filter.
Announcements viewed or closed by the user from the dashboard are shown under Announcement History.
The following details of viewed announcements are displayed on the screen.
Subject: Subject of the announcement.
Message: Content or message that is conveyed in the announcement.
Start Date: Date and time from which the announcement is displayed in the user dashboard.
End Date: Date and time to which the announcement will be displayed in the user dashboard.
Actions: Options to view the announcements is available under this field. Click View option, a sliding screen with announcement details appears as shown below.
Note: You can sort the data of all the fields in both ascending and descending order by clicking on the fields or the arrow near the fields.
Click Filter option on the top of the screen to filter the announcements based on Subject, Start Date, End Date and Created Date. The announcement can be filtered using any of these attributes individually or a combination of any of these.
Perform the following steps to filter the Announcement history.
Enter the data based on which you want to filter the announcement in the respective fields.
Click Search and you will get the announcement satisfying the search criteria displayed.
Click Reset to clear the filter.
Eligibility criteria for receiving level bonus can be configured in this section. Configuration of Bonus eligibility criteria for level bonus is same as that of sponsor bonus. Only the extra configurations that are available for level bonus is discussed in this section. Please refer bonus eligibility criteria under sponsor bonus for more details.
Criteria and parameters for calculating the level bonus is configured under this section. Configuration of Bonus calculation criteria for level bonus is same as that of sponsor bonus. Please refer the same for more details.
Time period in which the bonus process should be run can be configured in this section. Configuration of Bonus calculation cycle for level bonus is same as that of sponsor bonus. Please refer the same for more details.
Bonus capping can be enabled or disabled under this section. Admin can set the maximum amount or percentage that can be given as a bonus based on the capping parameters configured. Configuration of Bonus capping criteria for level bonus is same as that of sponsor bonus. Please refer the same for more details.
A particular percentage of the bonus earned by a user that is distributed to the uplines of the user is matching bonus. Criteria for calculating the matching bonus is configured under this section. Configuration of Bonus matching commission criteria for level bonus is same as that of sponsor bonus. Please refer the same for more details.
Eligibility criteria for receiving binary bonus can be configured in this section. Configuration of Bonus eligibility criteria for binary bonus is same as that of sponsor bonus. Please refer bonus eligibility criteria under sponsor bonus for more details.
Criteria and parameters for calculating the binary bonus is configured under this section. Configuration of Bonus calculation criteria for binary bonus is almost same as that of sponsor bonus. Please refer the same for more details. . Changes that can be seen in the calculation criteria of binary bonus from sponsor bonus are as follows.
Time period in which the bonus process should be run can be configured in this section. Configuration of Bonus calculation cycle for level bonus is same as that of sponsor bonus. Please refer the same for more details.
Bonus capping can be enabled or disabled under this section. Admin can set the maximum amount or percentage that can be given as a bonus based on the capping parameters configured. Configuration of Bonus capping criteria for binary bonus is same as that of sponsor bonus. Please refer the same for more details.
A particular percentage of the bonus earned by a user that is distributed to the uplines of the user is matching bonus. Criteria for calculating the matching bonus is configured under this section. Configuration of Bonus matching commission criteria for binary bonus is same as that of sponsor bonus. Please refer the same for more details.
Note: Configurations for Reward Point bonus is same as discussed under sponsor bonus. Please refer the same for more details.
Time period in which the bonus process should be run can be configured in this section. Configuration of Bonus calculation cycle for pool bonus is same as that of sponsor bonus. Please refer the same for more details.
Bonus capping can be enabled or disabled under this section. Admin can set the maximum amount or percentage that can be given as a bonus based on the capping parameters configured. Configuration of Bonus capping criteria for pool bonus is same as that of sponsor bonus. Please refer the same for more details.
A particular percentage of the bonus earned by a user that is distributed to the uplines of the user is matching bonus. Criteria for calculating the matching bonus is configured under this section. Configuration of Bonus matching commission criteria for pool bonus is same as that of sponsor bonus. Please refer the same for more details.
Eligibility criteria for receiving retail profit bonus can be configured in this section. Configuration of Bonus eligibility criteria for level bonus is same as that of sponsor bonus. Only the extra configurations that are available for retail profit bonus is discussed in this section. Please refer bonus eligibility criteria under sponsor bonus for more details.
Criteria and parameters for calculating the retail profit bonus is configured under this section. Configuration of Bonus calculation criteria for retail profit bonus is same as that of sponsor bonus. Please refer the same for more details.
Time period in which the bonus process should be run can be configured in this section. Configuration of Bonus calculation cycle for retail profit bonus is same as that of sponsor bonus. Please refer the same for more details.
Bonus capping can be enabled or disabled under this section. Admin can set the maximum amount or percentage that can be given as a bonus based on the capping parameters configured. Configuration of Bonus capping criteria for retail profit bonus is same as that of sponsor bonus. Please refer the same for more details.
A particular percentage of the bonus earned by a user that is distributed to the uplines of the user is matching bonus. Criteria for calculating the matching bonus is configured under this section. Configuration of Bonus matching commission criteria for retail profit bonus is same as that of sponsor bonus. Please refer the same for more details.
Click Export CSV under Action menu on top of the screen to export the selected requests in CSV format. Please refer section for more details on how to export in csv format.
Details of the payout requests will be displayed in the screen. Payout requests in this view can be filtered based on username, from date and to date. Please refer section for details on how to filter the payout requests.
Click Export CSV under Action menu on top of the screen to export the selected requests in CSV format. Please refer section for more details on how to export in csv format.
Click Filter option on top of the screen to filter completed requests based on username, from date and to date. Please refer section for details on how to filter the payout requests.
Click Export CSV under Action menu on top of the screen to export the selected requests in CSV format. Please refer section for more details on how to export in csv format.
Click Filter option on top of the screen to filter completed requests based on username, from date and to date. Please refer section for details on how to filter the payout requests.
Click Export CSV under Action menu on top of the screen to export the selected requests in CSV format. Please refer section for more details on how to export in csv format.
Click Filter option on top of the screen to filter payout requests based on username, from date and to date. Please refer section for details on how to filter the payout requests.
Admin can create and manage zone areas for stores and shipment purposes under manage zipzones section. Details of adding new zipzones and managing them are explained in detail under Manage Zipzones section in E-shop. Please refer the same for more details.
Users can redeem their wallet points as a part of payment for a purchase. Configurations to redeem the amount from the wallet is done under this section. The configuration page will be available only if redeem wallet option is enabled under under Commerce Settings in E-shop menu. Details of wallet redeem settings is explained under Commerce settings in E-shop. Please refer the same for more information.
