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Referral System Management

1. Overview Tab

Overview statistics

StepActionDetails
1Access Referral ManagementNavigate to Referrals in the main menu, then to Manage.
2View Overview tabOverview is selected by default.
3Review Pending claimsCard shows the number of commission claims awaiting review (e.g. "0").
4Review Total commissions PaidCard shows cumulative amount paid to referrers (e.g. "$0").
5Review Total Active ReferrersCard shows count of users currently earning referral commissions.
6Review Pending Claims actionClick Review Pending Claims to open the Manual review queue tab.

Tier management

StepActionDetails
1Open Tier managementScroll to the Tier management section on the Overview tab.
2View tier tableTable columns: Name, Commission Distribution Rate (e.g. "L1: 7%, L2: 2%, L3: 1%"), and an Edit button per row.
3Search for tierUse Search for tier to filter tiers by name.
5Create tierClick + Create new tier to open the creation dialog.

Create new tier

StepActionDetails
1Open dialogCreate new tier dialog appears.
2Tier nameEnter a unique name in Tier name.
3Commission Distribution Rate (%)Set Level 1 (Direct), Level 2, and Level 3 with the spinbuttons (defaults e.g. 5, 3, 2).
4Save or cancelSave to create; Cancel to close without saving.

Tier creation fields

FieldDescriptionDefault (example)
Tier nameUnique name for the tier (e.g. "KOL", "Default", "Premium").(empty)
Level 1 (Direct)Commission % for direct referrals.5
Level 2Commission % for second-level referrals.3
Level 3Commission % for third-level referrals.2

Edit tier dialog

StepActionDetails
1Open dialogClick Edit in a tier row; Edit tier dialog opens.
2NameName is read-only (disabled); tier name cannot be changed here.
3Commission Distribution Rate (%)Edit Level 1 (Direct), Level 2, Level 3 with the spinbuttons.
4Referrer countDialog shows "Referrer in this tier: N" (e.g. 68).
5Save or cancelSave to apply; Cancel to close without saving.

Tier editing

StepActionDetails
1Find tierLocate the tier in the Tier management table.
2EditClick Edit in that row.
3Change settingsUpdate Level 1, 2, 3 rates (name is read-only in Edit).
4Save or cancelSave to apply; Cancel to discard.

Example tiers

Tier nameLevel 1Level 2Level 3Description
KOL30%10%10%For Key Opinion Leaders / influencers.
Default5%3%2% (or as configured)Standard tier for regular users.

2. User network tab

Viewing the user network

StepActionDetails
1Open tabSelect the User network tab.
2View tableTable lists users with referral info (see column list below).
3SearchUse Search... to filter by username (real-time).
4Filter by dateUse Select date range to filter by join date.
5Filter by expiry (if shown)Use Filter by Expires Date when available.
6Status filterFirst dropdown: All, Active, Suspended, etc.
7SortSecond dropdown: e.g. Joined At or other criteria.

User network table columns

ColumnDescription
UsersUsername of the user in the referral system (may be empty for some rows).
ParentUsername of the referrer who invited this user (empty if none).
TierCommission tier (e.g. Default, KOL).
EarningsTotal commission earnings (e.g. "token 0").
Joined AtWhen the user joined (e.g. "Feb 11 2026, 10:13").
Statuse.g. Active, Suspended.
Is Root ReferralWhether this user is a root referrer (e.g. "No").
ActionsMore actions (e.g. Edit).

Editing a user

StepActionDetails
1Find userLocate the user in the User network table.
2More actionsClick More actions in the Actions column.
3EditChoose Edit from the menu.
4Update referral dialogDialog shows avatar, username, Is Root Referral switch, tier, and commission distribution.
5Set Is Root Referral (optional)Toggle Is Root Referral on or off.
6Change tierUse the Tier dropdown to assign another tier.
7Suspend (optional)Use Suspend to disable referral privileges.
8Save or closeSave to apply; Cancel or Close to exit.

Update referral dialog (Edit user)

The Update referral dialog shows:

  1. Avatar / username: Read-only (e.g. "GI", "GiBSon").
  2. Is Root Referral: Toggle (switch); use it to set or clear root referral status.
  3. Tier: Dropdown to assign a different commission tier.
  4. Commission Distribution Rate: Level 1, Level 2, Level 3 % (read-only, from selected tier).
  5. Suspend: Button to suspend the user's referral privileges.
  6. Cancel: Discard changes and close.
  7. Save: Apply changes.
  8. Close: Close without saving (same as Cancel when unchanged).

User edit dialog fields

FieldDescriptionEditable
User avatarShort label/avatar for the user (e.g. "GI").No
UsernameFull username.No
Is Root ReferralSwitch to mark user as root referrer or not.Yes
TierCommission tier dropdown.Yes
Commission Distribution RateLevel 1, 2, 3 % (from selected tier).No (updates with tier)

3. Manual review queue tab

Viewing the queue

StepActionDetails
1Open tabSelect Manual review queue (or click Review Pending Claims on Overview).
2View tableTable shows claims that need manual approval (e.g. at/above auto-approval limit).
3SearchSearch... filters by username.
4FiltersFilter by Expires Date and Select date range filter by date.
5Status filterFirst dropdown: All, Pending, Approved, Rejected, etc.
6SortSecond dropdown: e.g. Created At or other criteria.

Manual review queue table columns

ColumnDescription
UsersUsername of the user who submitted the claim.
AmountRequested amount (with currency/token).
Created AtWhen the claim was created.
StatusPending, Approved, Rejected, etc.
ActionsApprove, Reject, or view details.

Reviewing a claim

StepActionDetails
1Locate claimFind the claim in the Manual review queue table.
2Check detailsVerify username, amount, and creation date.
3Verify eligibilityConfirm the user and claim meet payout rules.
4DecideClick Approve to process or Reject to deny.
5Rejection reasonIf rejecting, provide a clear reason.

4. History tab

Viewing commission history

StepActionDetails
1Open tabSelect History.
2View tableTable shows processed commission payments (paid/rejected).
3SearchSearch... filters by username.
4Date filterSelect date range and (if shown) Filter by Expires Date by creation date.
5Status filterFirst dropdown: All, Paid, Rejected, etc.
6SortSecond dropdown: e.g. Created At.

History table columns

ColumnDescription
UsersUsername of the user who received or was denied the commission.
AmountAmount paid or requested (with currency/token).
Created AtWhen the payment/claim was created.
StatusPaid, Rejected, etc.
Rejected ReasonReason if the claim was rejected.
Tx HashShort link (e.g. "79b7e") to blockchain details.
LogsButton to open transaction/logs details.
ActionsAny extra actions for the record.

Verifying a transaction

StepActionDetails
1Find recordLocate the paid commission in the History table.
2Tx HashClick the Tx Hash link to open the blockchain explorer.
3LogsClick See logs for processing details.

5. Invite codes tab

Purpose

Manage invite codes: view owners, codes, tags, status, and expiry. Export or batch-generate codes.

Viewing invite codes

StepActionDetails
1Open tabSelect Invite codes.
2View tableTable lists invite codes with Owner, Code, Tag, Status, Created At, Expired At.
3ExportExport All to export all invite codes (e.g. as CSV).
4Batch generateBatch Generate opens the Batch Generate Invite Codes dialog.
5SearchSearch... to filter (e.g. by owner or code).
6Date filterSelect date range to filter by creation/expiry.
7Status / sortFirst dropdown: All or by status; second: e.g. Created At.

Batch Generate Invite Codes

StepActionDetails
1Open dialogClick Batch Generate on the Invite codes tab.
2Dialog titleBatch Generate Invite Codes — "Generate multiple referral invite codes for a BD account. Codes will be exported as CSV."
3Owner Account (User ID)*Textbox: the BD account user ID to attribute the codes to.
4Quantity*Spinbutton: number of codes to generate (default 100, max 500).
5Cohort Tag*Textbox: tag to identify the cohort (e.g. VIETNAM_KOL_FEB).
6Expiry (Days)*Spinbutton: days until codes expire (default 7, max 30).
7ActionsGenerate & Export CSV to create and download; Cancel or Close to exit.

Invite codes table columns

ColumnDescription
OwnerUser who owns the code: avatar + link to user profile (e.g. MKTtest2/admin/users/{userId}).
CodeInvite code (e.g. "XM-QA6FJS"); Copy code button to copy to clipboard.
TagCohort/tag label (e.g. "KOL_1").
StatusActive or Used.
Created AtWhen the code was created (e.g. "Feb 06 2026, 10:09").
Expired AtExpiry date/time.

6. Settings tab

Commission settings

StepActionDetails
1Open tabSelect Settings.
2Commission settingsPlatform Fee Share for Referrals (%) (e.g. 10%) — share of platform trading/redemption fees that funds the referral pool.
3Commission Distribution ModelLevel 1 (Direct), Level 2, Level 3 percentages (e.g. 7%, 2%, 1%). Click Edit to change.
4Payout RulesMinimum Withdrawal Amount (e.g. 1 in platform token/$) and Auto-Approval Limit (e.g. 50) — withdrawals below this are auto-approved; at or above require admin review. Click Edit to change.
5Referral SystemToggle to enable/disable the referral system (may be locked).
6Force Invite CodeToggle: when enabled, users must use an invite code to register. (May be locked.)

Editing Commission Distribution Model

StepActionDetails
1Find sectionIn Settings, locate Commission Distribution Model (description: how rewards are split across 3 levels).
2EditClick Edit; the section switches to inline edit (no modal).
3Set levelsLevel 1 (Direct), Level 2, Level 3 appear as spinbuttons with % (e.g. 7%, 2%, 1%). Update as needed (e.g. ensure total is as required).
4SaveClick Save changes to apply. (No Cancel — revert by editing again.)

Editing Payout Rules

StepActionDetails
1Find sectionIn Settings, locate Payout Rules.
2EditClick Edit; the section switches to inline edit (no modal).
3Minimum Withdrawal Amount ($)Spinbutton with token/$ (e.g. 1). Description: users must earn at least this amount before they can request a payout.
4Auto-Approval Limit ($)Spinbutton (e.g. 50). Description: withdrawals under this amount are approved instantly; at or above require admin review.
5SaveClick Save changes to apply.

Settings reference

SettingExample / noteDescription
Platform Fee Share for Referrals (%)10%Share of platform fees going to the referral pool.
Level 1 (Direct)7%Default split for direct referrals.
Level 22%Second-level referrals.
Level 31%Third-level referrals.
Minimum Withdrawal Amount1 (token/$)Minimum earnings before a user can request payout.
Auto-Approval Limit50 (token/$)Below this amount, claims are auto-approved; at or above, manual review.
Referral SystemEnabled (toggle)Master switch for the referral system. May be disabled (locked) in some environments.
Force Invite CodeOn/Off (toggle)If on, registration requires an invite code. May be disabled (locked) in some environments.

7. Search and filters

TabSearch purposeBehavior
User networkBy usernameReal-time filter as you type.
Manual review queueBy usernameReal-time filter.
HistoryBy usernameReal-time filter.
Invite codesBy owner/code etc.Real-time filter.
Overview (Tier management)By tier nameReal-time filter.

Date and other filters

  1. Select date range: Used on User network, Manual review queue, History, and Invite codes to filter by date (e.g. join date, created date, expiry).
  2. Filter by Expires Date: On User network (and optionally elsewhere) when available.
  3. Status dropdown: First dropdown on each tab (All, Active, Suspended, Pending, Paid, Rejected, etc.).
  4. Sort dropdown: Second dropdown (Joined At, Created At, Amount, Earnings, etc.).