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 Wallets). Go to method details and on the Drivers tab click Test connection. If you get OK, you can proceed. If connecting failed, contact your account manager. 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 URL field has a correct value.
Go to Introducing brokers > Program > Types.
Click Create. The Preferences tab of the Type details will open.
Click Save to apply the changes.
In the Name field, enter a partnership program name.
In the Description field, enter a partnership program caption. This can be, for example, conditions for participation.
From the Registration dropdown, select an option of joining a partnership program:
Auto — each client signing up to the B2CORE UI automatically becomes a partner. If multiple partnership programs are available, an IB account is created for each program.
Public — 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, which means that clients join a partnership program only after their are approved by a Back Office admin. If the option is disabled, the partner can access the IB Room immediately after the registration.
Private — clients are added to a partnership program by a Back Office admin. Applying via the B2CORE UI is unavailable.
Restricted — clients can join a partnership program only using a link provided by a participant of another or the same program. Specify the program identifier in the Restriction field. For this type of registration, Approvement option is available and enabled by default, which means that clients join a partnership program only after their are approved by a Back Office admin. If the option is disabled, the partner can access the IB Room immediately after the registration.
From the Payments dropdown, select the periodicity of reward payments. You can pay out rewards once per hour, day, week, or month.
From the Product dropdown, select a product.
From the Currency dropdown, select a currency.
Click Save to apply the changes.
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