IB applications, Sales & IB tree, leaderboard and invite cards
IB applications
Registered clients can apply to become an IB from their portal (Become an IB). Applications appear in Clients & IBs → IB Applications.
- Open an application to see the applicant and what they told you.
- Start review, Request info, Approve or Reject (reasons are shown to the applicant).
- On approval, an IB partner record is created in IB Partners with a referral code, and the IB portal unlocks for them.
If Require approved KYC before IB approval is on in Settings, you can only approve clients whose KYC is approved.
Sales & IB tree
Revenue → Sales & IB Tree shows your whole network: sales reps → IBs → sub-IBs → clients. Expand any branch to see who sits under whom and each client's status. Search to jump to a person.
IB leaderboard
Clients & IBs → IB Leaderboard ranks IBs each month by referred clients and approvals. IBs see the same leaderboard inside their portal — a simple way to keep them motivated.
Invite cards
Approved IBs get branded invite cards in their portal: square images in English and Arabic with your logo, their name and a QR code to their referral link. They can download or share them on WhatsApp and social media.
Commissions
Per-lot IB commissions, tiers and payouts are managed in IB Partners — see the IB partners guides.
A walk-through of the client portal — sign-in, KYC uploads, statuses and messages from your team — for support and sales teams.
Share the affiliate apply link, approve applicants, set CPA / revenue share / hybrid deals and pay qualified referrals.
When to use IB Partners and when to use Affiliates, and how each one is onboarded and paid.