> For the complete documentation index, see [llms.txt](https://reference-guide.gitbook.io/crm-version-release-notes/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://reference-guide.gitbook.io/crm-version-release-notes/v7.58.0-automated-ib-promotion-for-prop-trading-participation-fees.md).

# V7.58.0 - Automated IB Promotion for Prop Trading Participation Fees

*<mark style="color:$info;">Learn about all the details of all our recent CRM updates here.</mark>*

**Released Date - 10 October 2025**

{% hint style="info" %}
This extension requires the Automated IB Promotion app to be installed.
{% endhint %}

This release introduces an enhancement to the existing Automated IB Promotion module, extending tier evaluation capabilities to include Prop Trading Participation Fees. As prop trading becomes an increasingly effective way for brokers to engage clients with a more dynamic offering, brokers can now automate IB promotions based on Prop Trading participation fees. This allows brokers to extend promotion logic into a new growth area, align IB rewards with prop trading activity, and manage tier movements with greater efficiency and consistency.

### <mark style="color:red;">Key Function Highlights</mark>

1. **Flexible Tier Names and Criteria:** Set custom tier names and define promotion criteria based on the total Prop Trading participation fees generated by downline clients. This gives brokers more flexibility to structure performance-driven programs around their own desired branding and incentive model, while rewarding IBs based on meaningful prop trading activity.
2. **Automated Promotion and Demotion:** Automatically assess whether IBs qualify for promotion or demotion based on configured Prop Trading participation fee criteria. Specific accounts can also be excluded from the evaluation cycle where demotion should not apply, giving brokers greater control over tier movements while keeping the tier structure clear and performance-led.
3. **Flexible Downline Contribution Scope:** Choose whether total participation fees are calculated from direct downlines, indirect downlines, or both. This gives brokers more flexibility to align tier qualification rules with their IB structure and incentive strategy.
4. **Rules for Selected Tiers:** Choose which tiers are included in automated evaluation by enabling or disabling the rule for specific levels within the rank structure. This gives brokers more flexibility in how tier movements are managed, while preserving manual control where needed.
5. **Manual or Automated Tier Processing:** Support operational governance with flexible processing options. Brokers can allow tier changes to be applied automatically after each evaluation cycle or require administrative review and approval before the changes take effect.
6. **Customizable Monthly Evaluation Schedule:** Schedule automated tier assessments based on a preferred date, time, and time zone, ensuring that evaluations align with operational and reporting cycles for accurate and consistent tier management.

### <mark style="color:red;">1)   Marketplace Installation & Permission Settings</mark>

To begin using the Automated IB Promotion module for Prop Trading Participation Fees, the module must first be installed via the Marketplace.

{% stepper %}
{% step %}

#### Marketplace Installation

1. Click on the "**Marketplace**" icon. <br>

   <figure><img src="/files/fCBMJDL3AzxbXn0U34c7" alt=""><figcaption></figcaption></figure>
2. Locate "**Automated IB Promotion (Prop Extension)**".
3. Click on the module to access its details page, where you can review more information about its functionality.<br>

   <figure><img src="/files/rTikX1L6boWhMJ9fwJmR" alt=""><figcaption></figcaption></figure>
4. Click "**Contact Us for Installation**".<br>

   <figure><img src="/files/DNFS5HTpEefe9UC4UJuQ" alt=""><figcaption></figcaption></figure>
5. Complete the request form and click "**Send Request**". \
   \
   ![](/files/45JR39GrSaWwnHbv8WlI)<br>
6. Your dedicated account manager will reach out to you for the installation process.&#x20;
   {% endstep %}

{% step %}

#### Permission Settings

1. Once the module has been successfully installed, the appropriate permissions must be enabled for relevant user roles:&#x20;

   1. **Read Tier Management Settings** - Provides view-only access to tier configuration settings.
   2. **Update Tier Management Settings** - Allows users to create and modify tier management rules.
   3. **Read Tier Upgrade Reports** - Grants access to view tier upgrade and evaluation reports.
   4. **Approve / Reject** - Enables users to approve or reject proposed tier promotions or demotions.<br>

   <figure><img src="/files/KoVHB9KN0Epymx1stUiW" alt=""><figcaption></figcaption></figure>

2. After the necessary permissions are granted, the "**Tier Upgrade**" module will become visible in the CRM menu. <br>

   <figure><img src="/files/7jaDG3w4ZHtBnuRrwQv3" alt=""><figcaption></figcaption></figure>

3. If the Tier Upgrade module for deposit-based promotions is already installed, the Prop Challenge Participation Fee enhancement will appear within the same menu, ensuring a seamless and unified user experience.
   {% endstep %}
   {% endstepper %}

### <mark style="color:red;">2)   Configure Tier Upgrade Rule</mark>

To configure a Tier Upgrade Rule, follow the steps below:

{% stepper %}
{% step %}

#### Navigate to the Tier Upgrade Menu

1. Go to the "**Tier Upgrade**" menu in the CRM.
2. Navigate to "**Tier** **Management Settings**" via the side-menu.&#x20;
3. Click "**New Tier Upgrade Rule**" to create a new configuration.<br>

   <figure><img src="/files/PeYi1mhQH3cPZ845HcZ4" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Configure Rule Settings

1. Enter a "**Rule Name**" for the configuration.&#x20;
   1. The name must be unique and cannot duplicate any existing tier upgrade rules.

2. Select the desired "**Promotion Method**":
   1. **Automatic Promotion**\
      The system will automatically promote or demote IBs once the evaluation criteria are met during the scheduled assessment.
   2. **Manual Promotion**\
      The system will evaluate eligible IBs for promotion or demotion, but the changes will only take effect after manual approval by you.

3. Specify the "**Client Type**" which the rule applies:&#x20;
   1. Traders
   2. IBs
   3. Both – Select both "**Traders**" and "**IBs**" to apply the rule to both client types.

4. Choose the "**Qualification Criteria**" used to evaluate tier eligibility:&#x20;
   1. **Deposit**\
      Tier qualification is based on the deposits generated by the IB’s downline.
   2. **Prop Challenge Participation Fee**\
      Tier qualification is based on the total Prop Trading Participation Fees generated by the IB’s downline.
      1. Select the base currency for calculation (e.g., USD). Fees in other currencies will be automatically converted to the selected currency.
      2. Only activated prop challenge accounts are included in the calculation.
      3. The net participation fee is considered, meaning any discounts or coupons applied will be deducted from the total.

5. Define the "**Downline Scope**", which means the downline clients that will contribute to the calculation:

   1. Direct Downlines – Includes only clients directly referred by the IB.
   2. Indirect Downlines – Includes clients referred through sub-IBs.
   3. Both – Select both options to include all levels of the IB network.<br>

   <figure><img src="/files/IH34sXZ0UtONwcjBCyL7" alt=""><figcaption></figcaption></figure>

6. Select the "**Rank Structure**" to which this rule will apply. Once selected the system will automatically populate a table displaying all tiers within the chosen rank.&#x20;

7. For each tier:
   1. **Apply Rule** – Choose "**Yes**" or "**No**" to determine whether the rule should be applied to that specific tier. If set to "**No**", the Qualification Threshold field will be disabled and cannot be edited, as the selected tier is excluded from the evaluation.
   2. **Qualification Threshold** – Specify the minimum Prop Challenge Participation Fee required for an IB’s downline to qualify for promotion or demotion. IBs must meet or exceed this threshold during the evaluation cycle.

8. The assessment is conducted on a monthly basis. Select the day of the month when the evaluation should occur.

9. Choose the appropriate time zone for the evaluation.&#x20;

10. Specify the exact time the evaluation should be executed.

11. After completing all required fields, click "**Save**" to activate the Tier Upgrade Rule.<br>

    <figure><img src="/files/iABEabVGkAkvpiu5eZeR" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

### <mark style="color:red;">3)   Tier Upgrade Rule Operations</mark>&#x20;

You will be able to perform the following operations:&#x20;

<details>

<summary><strong>Edit Tier Upgrade Rule</strong></summary>

1. Locate the rule you want to edit and click the "**Edit**" icon. <br>

   <figure><img src="/files/nM1nsx8S3oOvdyohJSSG" alt=""><figcaption></figcaption></figure>
2. You can amend any fields except for "**Qualification Criteria**" and "**Rank Structure**".&#x20;
3. Click "**Save**" to save your changes. <br>

   <figure><img src="/files/Y0Lnxmp3Mzjlh4XEcwHV" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary><strong>Disable Tier Upgrade Rule</strong></summary>

1. Locate the rule you want to disable and click the "**Disable**" icon. <br>

   <figure><img src="/files/I8Sa3wd754UIZIkukqLs" alt=""><figcaption></figcaption></figure>
2. Once disabled, the rule will no longer be evaluated, and no tier promotions or demotions will occur. &#x20;
3. To re-enable the rule, click the same icon again. The system will resume evaluations based on the configured schedule.&#x20;

</details>

<details>

<summary><strong>Delete Tier Upgrade Rule</strong> </summary>

1. Locate the rule you want to delete and click the "**Delete**" icon. <br>

   <figure><img src="/files/djWCcfV3Gxvghp9kONVS" alt=""><figcaption></figcaption></figure>
2. A confirmation pop-up will appear to verify your action.
3. Click "**Confirm**" and the rule will be deleted. \
   \
   ![](/files/DyYD0EpMHCYqA81ByVQO)<br>

</details>

### <mark style="color:red;">4)   Tier Upgrade Reports</mark>

To access the Tier Upgrade Reports, navigate to the "**Tier Upgrade Reports**" section from the side menu.

Within this section, you can select from four different report types using the dropdown menu, depending on the qualification criteria and promotion method configured for the tier upgrade rule.

* **Deposit (Automatic)**: Displays tier upgrade results for deposit-based rules where promotions are applied automatically by the system.
* **Deposit (Manual)**: Displays tier upgrade results for deposit-based rules that require manual approval before promotions take effect.
* **Prop (Automatic)**: Displays tier upgrade and demotion results for rules based on Prop Trading Participation Fees, where changes are applied automatically.
* **Prop (Manual)**: Displays tier upgrade and demotion results for prop-based rules that require manual approval before changes are finalized.

<figure><img src="/files/optds0FugiIsZ4XfqVXu" alt=""><figcaption></figcaption></figure>

#### A)   Prop Participation Fee (Automatic)

1. In the Prop Participation Fee (Automatic) report, you can view all tier changes resulting from system-generated evaluations and automatic processing.
2. The report displays both tier upgrades and downgrades, including each client’s original tier, new tier, and the total Prop Trading Participation Fees generated by their downline that were used for the evaluation.<br>

   <figure><img src="/files/B8QYzhm3nnI3cpPQehPg" alt=""><figcaption></figcaption></figure>
3. You can also view the status of each automatic tier change.&#x20;
   1. If a tier upgrade or downgrade fails, you may select the affected records and manually process the change by clicking "**Approve**" or "**Reject**". <br>

      <figure><img src="/files/lzo72GpLrfo13PCJSP7G" alt=""><figcaption></figcaption></figure>
   2. A confirmation pop-up will appear to verify your action. Click "**Confirm**" to proceed.\
      \
      ![](/files/Bo6rVFKU1mWpk0JJGECt)<br>
   3. A notification pop-up will appear after confirmation to inform you that the batch operation is in progress. Click "**Confirm**" to proceed to the Batch Operation Report.\
      \
      ![](/files/86bgdTFwdwD5elxjzsD5)<br>
   4. You will be redirected to the Batch Operation Report, where you can monitor the processing status.

#### B)   Prop Participation Fee (Manual)

1. In the Prop Participation Fee (Manual) report, you can view all tier changes generated from system evaluations, including each client’s original tier and new tier
2. You may approve or reject these changes by selecting the relevant records and clicking "**Approve**" or "**Reject**". <br>

   <figure><img src="/files/CdNtAQLdSjKV1n8WgwSL" alt=""><figcaption></figcaption></figure>
3. A confirmation pop-up will appear to verify your action. Click "**Confirm**" to proceed.\
   \
   ![](/files/ey5yKYC80dshlAfyv7K5)<br>
4. A notification pop-up will appear after confirmation to inform you that the batch operation is in progress. Click "**Confirm**" to proceed to the Batch Operation Report. \
   \
   ![](/files/svPEUvFe2O1NppqtQ6kg)<br>
5. You will be redirected to the Batch Operation Report, where you can monitor the processing status. &#x20;
6. If any processing has failed, you can repeat the same steps to manually process the tier change again.