Creating Tier Upgrade Rules
Last updated
CRM Back Office User Guide (Full)
Last updated
To setup Tier Upgrade rules, follow the steps below:
Navigate to Tier Upgrade > Tier Upgrade Settings.
Click "New".
Fill in the Rule Name.
Choose the Upgrade Method:
Auto Upgrade - Clients/IBs will be automatically upgraded to the next tier once they meet the specified criteria.
Manual Upgrade - Clients/IBs meeting the criteria will be listed in the Tier Upgrade Report, and you will manually approve or reject the tier upgrade.
Select the Upgrade Target - Specify whether this rule applies to Traders only, IBs only, or both.
Choose the Rank to which this rule will be applicable. Please note that only one rank can be selected for Tier Upgrade rule, and each rank can have only one Tier Upgrade rule set up.
After selecting the Rank, a table will be displayed showing the tiers associated with that Rank. You will need to fill in the tier upgrade criteria for each tier.
The tiers will be listed in ascending order, starting from the lowest tier (first row) to the highest tier (last row).
Downline Total Deposits (including indirect downlines):
Set the total deposit requirement here, which includes deposits made by indirect downlines.
Various currencies will be displayed based on the base currencies configured for your trading accounts.
You can set different deposit requirements for each currency.
Minimum Deposit for each Branch (including indirect downlines):
Set the minimum deposit for each downline branch here.
The minimum deposit set here cannot exceed the downline total deposits.
If you have multiple currencies, you will need to set the relationship between them. This setting determines how the criteria will be applied. Options available are:
"And" - The criteria will require meeting the deposit requirement for each currency. For example: USD deposit requirement: $50 EUR deposit requirement: $100 Clients/IBs will need to deposit $50 in USD and $100 in EUR to meet the tier upgrade criteria.
"Or" - The criteria will require meeting the deposit requirement for any currency. For example: USD deposit requirement: $50 EUR deposit requirement: $100 Clients/IBs will need to deposit either $50 in USD or $100 in EUR to meet the tier upgrade criteria.
Select Deposit Type:
By default, the "Deposit Request" option will be selected, and no other options are available.
This means that the tier upgrade function will only consider client deposit requests that have been approved.
Any manual deposit entries made by you will not be taken into consideration.
Set the Settlement Time:
The CRM system performs weekly settlements on Sundays to identify clients/IBs who have met the tier upgrade criteria.
Clients/IBs who meet the criteria will be displayed in the Tier Upgrade Report.
You need to set the Settlement Time Zone and Time here. The system will initiate the settlement process at this specified time, and it may take a few minutes for the tier upgrade records to appear in the reports.
Click "Save" once you have filled in the required fields to save the configuration.
Downline Branches: This refers to the number of downline branches you wish to consider for the tier upgrade. In this case, there are 2 downline branches.
