---
title: "Partners (IB program)"
description: "Affiliated users, partner tiers, commission models, and program-wide IB settings."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.callistocrm.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Partners (IB program)

The Partners area runs your affiliate/IB program: who your partners are, what
tier they're in, how they're paid, and the program-wide rules.

## Affiliated Users

The partner roster, with KPIs (**"Total Partners"**, **"Total Signups"**,
**"Active Partners"**) and per-partner signups, active clients, withdrawable
balance, earnings, withdrawals, and status (**Active** / **Idle**). Filter by
status or search; **"Export Data"** downloads the filtered set as CSV.

A partner's detail page shows their signups, current liability, total
commissions paid (migrated affiliates show an **"Imported"** historical
commission figure separately), withdrawal history, live commission history,
and their downline's trading accounts.

### Tier assignment

The detail page's Partner Tier card shows the current tier and whether it was
reached automatically or assigned by hand:

- **"Assign Tier"** / **"Change Tier"** — manually place the partner in any
  tier (reason required). Manual assignment moves them immediately and
  **pins** them there — the engine stops re-evaluating them.
- **"Return to Automatic"** — unpins and hands them back to the tier engine.

## Partner Tiers

Tiers form a ladder; the engine re-evaluates every partner **hourly**, and the
highest-positioned tier whose criteria a partner meets wins. The **"Add
Tier"** wizard walks four steps:

1. **Basics** — name and ladder position.
2. **Qualification** — criteria with min/max bounds: trading volume (standard
   lots, last 3 months), active clients (last 90 days), total deposits
   (lifetime), and signup count (lifetime).
3. **Rewards** — per account-type group, exactly one payment model:
   **"Fixed Commission Per Lot"** (a dollar amount per lot, per instrument)
   **or** **"Spread Share"** (a percentage of spread revenue, with
   per-instrument overrides; not available on TradeLocker). Optionally a
   **"Sub-IB Network"** override payout per depth level.
4. **Review**.

A **"Standalone tier"** sits outside the ladder: no position, no criteria,
manual assignment only, and hidden from partners' own tier list. Deleting a
tier is irreversible.

## IB Settings

Program-wide rules:

- **IB Architecture** — the **"Enable multi-level IB"** master toggle lets
  partners recruit sub-affiliates and earn override commissions. Once
  affiliates start earning, the architecture **locks permanently** — only
  override rates remain adjustable. Plan the structure before launch.
- **Anti-Scalping** — a minimum commissionable hold time in seconds. Trades
  held for less are excluded from commission, volume, and tier qualification
  alike. Zero disables it. Changes apply forward only — past commission is
  never re-priced.
- **Client Rebates** — when enabled, partners can share a percentage of their
  commission with individual clients; a daily job pays it from the partner's
  commission balance into the client's wallet.
- **Unpriceable Trades** — a read-only data-health list of spread-share
  trades that earned $0 because tick data was missing; they retry
  automatically on each recalculation.

## Marketing Resources

Upload and publish materials for partners to use — banners, logos, and
documents, each with a title, description, and language. Materials can be
published, unpublished, or deleted, and show usage stats.

Source: https://docs.callistocrm.io/partners/index.mdx