# Commissions

This section lets you manage and review the referral commission scheme applied to your client.

### <mark style="color:red;">1. What You'll See</mark>

Under the **Commissions** tab, you’ll find the following details:

* User Tier
* Fixed Commission Rule
* Flexible Commission Rule

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F9X3dPhv37uOFue3cTOgo%2Fimage.png?alt=media&#x26;token=7809aa99-da52-4c9a-9b2a-0db054bc5f60" alt=""><figcaption></figcaption></figure>

### <mark style="color:red;">**2. Edit User Tier**</mark>

To edit the client’s user tier:

1. Click the **"Edit"** icon.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FO7QsE8qOZpPQuAtTc328%2Fimage.png?alt=media&#x26;token=d55edfc6-876a-490c-b3fb-fbeb06d2d3eb" alt=""><figcaption></figcaption></figure>
2. Select the appropriate **"Rank Structure"** and **"Tier"**.
   * You can change the **"Rank Structure"** only if the client is the highest upline.\
     \
     ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F8LgQZPpBVfRH8pGAZSSR%2Fimage.png?alt=media\&token=c63fc9df-25c0-44cc-b614-f69653ea2419)<br>
   * If the client is not the highest upline, you will only be able to change the **"Tier"**. The **"Rank Structure"** will follow that of the highest upline and cannot be modified. \
     \
     ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fp37cVea7wMDdIkW0hXw9%2Fimage.png?alt=media\&token=7e5d651b-06f1-48e0-8cb1-c93e29e861d7)<br>
3. Click **"Confirm"**.
4. Note: Changing the **"Rank Structure"** will reset the entire referral tree’s commission scheme. You will need to reassign the commission scheme and update the user tiers of all downlines accordingly.

### <mark style="color:red;">**3. Commission Scheme**</mark>

You can manage a client’s commission scheme in the following ways:

#### **A. View Fixed Commission Scheme Details**

1. If the client has a Fixed Commission Scheme assigned, you can click on the scheme name to view its details.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FT8i8T0NDkNl5XrtCcufE%2Fimage.png?alt=media&#x26;token=f6a56c43-54e9-420d-9201-4a361ffe003f" alt=""><figcaption></figcaption></figure>
2. This action will redirect you to the Commission Configuration page, where you can view the payout details for the selected scheme.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FRfGogd22THnoe8o2EWSc%2Fimage.png?alt=media&#x26;token=c9960fe0-a0ac-4bb0-9ab7-cec64740dbe9" alt=""><figcaption></figcaption></figure>
3. For more information, please refer to: [fixed-commission-scheme](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/17.-settings/back-office-portal-commission-settings/rule-settings/fixed-commission-scheme "mention")

#### **B. View Flexible Commission Scheme Details**

1. If the client has a Flexible Commission Scheme assigned, click the **"Expand"** arrow.  <br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2Fq6NR6uRuCWszCMtbujvw%2Fimage.png?alt=media&#x26;token=e8e65371-8c0f-4cec-90a1-035c703bfc4c" alt=""><figcaption></figcaption></figure>
2. You will be able to view the configured commission amounts.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FsBNRrgjFiYyDNXanO5CK%2Fimage.png?alt=media&#x26;token=cfeb2b00-7c65-461b-89d1-dee8ccc28660" alt=""><figcaption></figcaption></figure>

#### **C. Add Commission Scheme**

You can add a commission scheme to clients who currently have no scheme assigned.

<details>

<summary>Fixed Commission Scheme</summary>

1. Click **"Add Commission Scheme"**.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F4ME7IczNymEKtSaqzOqR%2Fimage.png?alt=media&#x26;token=3daab660-ee93-4d16-bb7e-3fac906c7e9b" alt=""><figcaption></figcaption></figure>
2. Only assignable to the highest upline.
3. Select the scheme to assign, then click **"Save"**.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F26pmo4HsVkLZThP23wYR%2Fimage.png?alt=media\&token=ca8c0b99-7b87-4b55-a45c-b0834beb4885)<br>
4. The scheme will apply to the entire referral tree.
5. Once assigned, you must also assign user tiers to the client and all downlines.\
   Please refer to: [#id-2.-edit-user-tier](#id-2.-edit-user-tier "mention")<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F21S0fdstzmaO5XQob2jT%2Fimage.png?alt=media&#x26;token=ef9c6b10-bdeb-42e5-8388-13b9df15b139" alt=""><figcaption></figcaption></figure>
6. Only one Fixed Commission Scheme can be assigned per client.

</details>

<details>

<summary>Flexible Commission Scheme</summary>

1. Only assignable to clients with the **“IB”** role.
2. If the client is not an IB, the **"Add Commission Scheme"** button will not appear.
3. Click **"Add Commission Scheme"**.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FDiN3mDEEX8DRqjwGrgUO%2Fimage.png?alt=media&#x26;token=f23cef6a-8c10-4a11-896a-d011e9605436" alt=""><figcaption></figcaption></figure>
4. Select one or more Flexible Commission Schemes to assign.
5. Choose whether to:
   * **Add** the scheme to all downlines, or
   * **Replace** the scheme for all downlines.
6. Click **"Save"**.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FjycMQH3DDvvYuRCY4SqA%2Fimage.png?alt=media\&token=3861c276-2c0d-49d2-b7e5-c6ffc47b8e5f)<br>

Next, configure the commission payout amounts:

1. Click the **"Edit"** icon to specify the payout amount for each upline or for the client.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FS4fEkpvZQl6kQalO10yS%2Fimage.png?alt=media&#x26;token=a9fe8056-3ce1-464e-9c5e-d5f53282aa43" alt=""><figcaption></figcaption></figure>
2. This defines how much each IB in the tree earns when this client or their downline trades.&#x20;
3. Use the **"Document"** icon to view existing payout setups from other clients.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F6hEG2crtScc34GEKSdfG%2Fimage.png?alt=media&#x26;token=039f9967-ed74-45c6-804c-9282fd506bab" alt=""><figcaption></figcaption></figure>
4. This lets you easily reference existing configurations without navigating to the client’s profile page.
5. If your current setup differs and you prefer to follow the existing configuration, simply click on it and then click **"Confirm"**. The system will automatically overwrite your inputs with the selected values.\
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   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FuypiZYr0Tq1ffT3h0hNE%2Fimage.png?alt=media\&token=a21192c5-d89b-452d-8c2c-a11ec1ebc3b1)
6. The system will automatically overwrite your inputs with the selected values.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FYvl6P296OBZmY4OtEqhU%2Fimage.png?alt=media&#x26;token=8e6ad203-196e-41d1-9317-165723c91f5c" alt=""><figcaption></figcaption></figure>
7. Click **"Allow Self-Rebate"** if you want the client to receive IB commission payouts for their own trading activity. If this is not selected, the client will not receive commissions for their own trades—even if a payout amount has been set for them.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FRqPZOGxPnlV9relqpzA3%2Fimage.png?alt=media&#x26;token=3da57cd6-9dfd-4119-8a8f-c1dd6c4506f0" alt=""><figcaption></figcaption></figure>
8. Click the **"Save"** icon to confirm.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F8wSmXqIPeGa8yRpvCQGa%2Fimage.png?alt=media&#x26;token=5aa70485-40aa-4402-b247-c1dd80108c85" alt=""><figcaption></figcaption></figure>

</details>

#### **D. Change Commission Scheme**

If a client already has a commission scheme assigned:

1. You will see **“Change Commission Scheme”** instead of **“Add Commission Scheme”**.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F3yHdg1RqHE4xQafgkyJc%2Fimage.png?alt=media&#x26;token=017327ed-5d79-4a77-bdc6-9f4175e28f0a" alt=""><figcaption></figcaption></figure>
2. Follow the same steps outlined above to update the scheme: [#c.-add-commission-scheme](#c.-add-commission-scheme "mention")