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How to create an IB type

Before creating a new type, make sure that the following necessary parameters are configured and enabled in the Back Office:

  • Navigate to Products > Products and check that at least one product with type Partner is created and enabled. You can use filter by type for quick search. If there is no product with this type, create one.

  • Navigate to Introducing brokers > Payments > Methods and check that at least one method is created (usually it’s called Wallet). Go to method details and on the Drivers tab click Test connection. If you get OK, you can proceed. If connecting failed, contact your system administrator. Methods are necessary for your partners to receive rewards to their wallets.

  • Navigate to Introducing brokers > Promo > Landings > Links and make sure that at least one link is created. Go to link details and check that the Host field has a correct value.

  1. Navigate to Introducing brokers > Program > Types.

  2. Click Create.

  3. Fill out the form:

  • Enter a Name for the partnership program.

  • Enter a Description: this can be, for example, conditions for participation in B2Core IB.

  • Select a Registration type:

    • Auto — IB account is automatically created for each client signing up to the B2Core UI. If you have more than one IB types, for each client accounts in all types will be created.

    • Public — your clients can see available partnership programs in the B2Core UI and can apply for it. For this type of registration, Approvement option is available and enabled by default.

    • Private — you can add partners to partnership program only via the Back Office. Applying via the B2Core UI is unavailable.

    • Restricted — clients can join this program only via the link from other partner of other IB type. For this type of registration, select IB type in Restriction. For this type of registration, Approvement option is available and enabled by default; if the option is disabled, after the registration you are immediately redirected to the IB Room.

  • Select Payments period.

  • Select Product — currency of partners accounts. You need at least one product with partner type. This value can’t be edited.

  1. Click Save to apply the changes.

Once the IB type is created, configure reward calculating: refer to How to configure rewards.