8. Referral Management Section
8. Referrals Management
8.1. Trade Groups
Admin can see the list of trade groups with following details by columns:
Name: name of the group
Description: description for the group
Details (button): see additional details of the group
Reload (button): reload page
+ New Group: opens modal window to add new trade group
Admin can access trade group details and see following:
In "Main" mode Admin can review:
Name: name of the group
Description: description for the group
Type of referral program
Levels: the corresponding reward percentage for each level of the referral program
(amount of levels is set in configuration file during seployment)Reload (button): reload page
Admin can press "Edit" tab and perform the edits (except group name and number of the Level)
Description: description for the group
Percent: this reward is calculated as a percentage of the system’s profit from trades of involved users - referrals. It is carried out at the time of day specified in the service settings with the specified interval (for example, once a week).
After making edits for trade group details Admin should press 'Update’
8.1.1. New Trade Group
Admin can press "+ New Group" button and open the modal window to Add a New Trade Group by input:
Name: create name for trade group
Description: create description for trade group
Levels: the number of levels is set at the DevOps level and each trade group will have the same number of levels. Reward in the form of a percentage of the platform’s income for trading operations of referred users.
Percent: this reward is calculated as a percentage of the system’s profit from trades of involved users - referrals. It is carried out at the time of day specified in the service settings with the specified interval (for example, once a week).
Referral program with multiple levels may work as follows:
A. Level 1: You, the initial referrer, bring in new customers or members directly. You earn a commission or reward for their actions.
B. Level 2: When the customers or members you referred in Level 1 refer others, you may earn a smaller commission from their referrals. These are considered your Level 2 referrals.
C. Level 3: If Level 2 referrals refer additional individuals, you may earn a commission from their referrals, and these are your Level 3 referrals.
After making configurations for trade group details Admin should press 'Create’ and observe new group in the list of trade groups.
11.1.2. Referral trade reward operation
Admin can review operation details with referral trade reward:
Type: operation type
Parent Operation (if applicable): applicable to some transactions
Status: operation status label
Amount: currency amount and ticker
User: email of registered user
Details (button): see additional details of registered userDate: timestamp of operation creation and timestamp(s) of update(s) relevant to the operation
Transactions: additional details for transaction
Description: description manually entered by admin, typically related to manual adjustments
Ledger Records (sub-section): allows the admin to view ledger records for associated staking operation:
Account: ledger record account and filter
Debit: amount debited to ledger account record with currency and ticker
Credit: amount credited to ledger account record with currency and ticker
Counterparty: the other side of transaction with registered user email
Description: description of transaction with filter to browse by ledger record type
Created: timestamp of ledger record creation
Operation: field for additional information for the ledger record
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8.2. Deposit Groups
Admin can see the list of deposit groups with following details by columns:
Name: name of the group
Description: description for the group
Details (button): see additional details of the group
Reload (button): reload page
+ New Group: opens modal window to add new trade group
Admin can access deposit group details and see following:
In "Main" mode Admin can review:
Name: name of the group
Description: description for the group
Payment interface: currency payment interface that should be used in deposit operation of the referred user to receive ‘one time’ reward
Currency: currency that should be used in deposit operation of the referred user to receive ‘one time’ reward
Operation: type of the operation that should be done by the referred user to receive ‘one time’ reward
Min base: minimum currency amount that should be used in deposit operation of the referred user to receive ‘one time’reward
Percent: this reward is calculated as a percentage of the amount from deposit transactions of involved users - Level 1 referrals. Reward is paid after the deposit operation.
Max reward: maximum reward currency amount that can be received
Reload (button): reload page
Admin can press "Edit" tab and perform the edits (except group name)
Description: description for the group
Type of referral program
Currency ID: currency that should be used in deposit operation of the referred user to receive ‘one time’reward
Payment interface ID: currency payment interface that should be used in deposit operation of the referred user to receive ‘one time’ reward
Min base: minimum currency amount that should be used in deposit operation of the referred user to receive ‘one time’reward
Percent: this reward is calculated as a percentage of the amount from deposit transactions of involved users - Level 1 referrals. Reward is paid after the deposit operation.
Max reward: maximum reward currency amount that can be received
Reload (button): reload page
After making edits for deposit group details Admin should press 'Update’
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8.2.1. Add One Time Payment reward for deposit operation
Admin can press "+ Add One Time Payment" button and add ‘One time Payment’ reward to Deposit Group with following edits:
Currency ID: currency that should be used in deposit operation of the referred user to receive ‘one time’reward
Payment interface ID: currency payment interface that should be used in deposit operation of the referred user to receive ‘one time’ reward
Min base: minimum currency amount that should be used in deposit operation of the referred user to receive ‘one time’reward
Percent: this reward is calculated as a percentage of the amount from deposit transactions of involved users - Level 1 referrals. Reward is paid after the deposit operation.
Max reward: maximum reward currency amount that can be received
After making edits for new One Time Payment details Admin should press 'Update’
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8.2.2. Referral deposit reward operation
Admin can review operation details with referral deposit reward:
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Type: operation type
Parent Operation (if applicable): applicable to some transactions
Status: operation status label
Amount: currency amount and ticker
User: email of registered user
- Details (button): see additional details of registered userDate: timestamp of operation creation and timestamp(s) of update(s) relevant to the operation
Transactions: additional details for transaction
Description: description manually entered by admin, typically related to manual adjustments
Ledger Records (sub-section): allows the admin to view ledger records for associated staking operation:
Account: ledger record account and filter
Debit: amount debited to ledger account record with currency and ticker
Credit: amount credited to ledger account record with currency and ticker
Counterparty: the other side of transaction with registered user email
Description: description of transaction with filter to browse by ledger record type
Created: timestamp of ledger record creation
Operation: field for additional information for the ledger record
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8.3. Users
Admin can see the list of users with following details by columns:
User ID: id of registered user
Email: email address of registered user
Additionally: Search feature built into filter for searching for user profile by email addressReferral Code: referral code generated by the system
- (…) Details: review the user and their details
Reload (button): reload page
8.3.1. User details
Admin can access user details and see following:
In Referral Info block Admin can review main details:
Referral Code: referral code generated by the system
Parent: email address of user that is ‘parent’ in referral program
- Details (button): see additional details of ‘parent’ user
- n/a in case no ‘parent’ userReferral Group: user’s selected referral group with option to change Referral Group
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In Referral Children block Admin can review main details by columns:
Level: the number of levels is set at the DevOps level and each group will have the same number of levels.
Referrals Children Count: refers to the number of individual referrals who are the subject of the user by levels. It is a way to quantify and keep track of the volume of Referrals.
Referrals Children: emails of individual referrals who are the subject of the user with option to see additional details of ‘children referral'
Reload (button): reload page