1. What is this page for?
The Affiliate page is used to configure and administer your site's player referral program, allowing players who refer friends to earn a recurring share of revenue generated by downline players in their referral network. This page allows you to set the calculation basis (turnover or net loss), configure up to 5 multi-level tiers, customize rates per game category, set individual override rates for specific referrers, approve claims awaiting site credit, and analyze referral performance reports. This page is designed for campaign managers, finance officers, and affiliate managers.
2. Before you start
- Required permissions:
- 'Affiliate' permission: Grants access to configure site-wide rules, process player claims, and view summary reports.
- 'Affiliate - individual rates' permission: Grants access to view, create, edit, toggle, or delete per-player rate sets in the Own rates tab.
- Things to prepare:
- Calculation basis decision: Decide whether referral revenue is calculated on Turnover (every wager made by downlines, win or lose) or Loss (actual net losses incurred by downlines on that day).
- Paid tiers planning: Decide how many upline tiers earn referral revenue (from 1 up to 5 tiers, where Tier 1 is the direct referrer).
- Core system rules to understand:
- Only bets made with unrestricted cash are counted (play during an active promotion or locked credit is excluded).
- Free credits granted by the site are deducted before calculating referral earnings.
- If using the Loss basis: days where downlines broke even or won pay no commission, and downlines whose lifetime withdrawals exceed deposits do not generate payouts.
3. Screen overview
This page is structured into 4 main tabs:
- Settings tab: Configures site-wide affiliate rules: enable switch, calculation basis (turnover/loss), number of paid tiers, rate grid per game category and tier, and turnover requirement.
- Own rates tab: Displays referrers with custom override rates (applied to all their downlines or a single downline), with options to create, edit, or delete override sets.
- Claims tab: Displays player claim history, with options to approve or cancel claims awaiting credit, and CSV export functionality.
- Report tab: Displays overview metric cards, daily charts, distribution analysis, and 2 detailed breakdown views: Who earned what (revenue view) and Where it came from (turnover view).
4. Search and filters
Filters on the Own rates tab
| Field / Filter | Type | How to use | Result |
|---|
| Search player, phone, or note | Text input | Type a username, phone number, or note text | Displays override sets matching search query |
| Status tabs | Quick tab buttons | Select: All, On, Off, or Deleted | Filters table immediately by override active status |
| More filters | Toggle button | Click to open or close additional filters | Shows scope, date range, and admin selectors |
| Rates for | Dropdown | Select: Everyone and single downlines, Everyone below the player, or One downline | Filters by override application scope |
| Created / Updated | Date range picker | Select From date and To date | Displays sets created or updated within the date range |
| Created by / Updated by | Admin typeahead | Type an admin name and select from the list | Displays sets created or updated by that admin |
Filters on the Claims tab
| Field / Filter | Type | How to use | Result |
|---|
| Search player or phone | Text input | Type a player's username or phone number | Displays claims belonging to that player |
| Status tabs | Quick tab buttons | Select: Every status, Awaiting payout, Claimed, or Cancelled | Filters table immediately by claim payment status |
| Claimed on | Date range picker | Select From date and To date | Displays claims submitted within the date range |
| Export CSV | Button | Click the export button at top right | Downloads a CSV spreadsheet of the currently displayed claims |
Filters on the Report tab
| Field / Filter | Type | How to use | Result |
|---|
| Day earned | Period selector | Choose preset range (e.g. 30d) or pick custom dates | Updates overview statistics cards, charts, and breakdown table |
| Search in breakdown | Text input | Type an upline or downline username | Displays records matching that player |
| Tier / Game type / Status | Dropdown | Filter table by specific tier, game category, or status | Isolates specific referral segments |
5. Data table
Table 1: Own rates (Own rates tab)
| Column | What you see | Meaning | Badges / Icons |
|---|
| No. | Sequence number | Order of the override record | Number |
| Player | Username, phone number, and rank | Referrer receiving this custom override rate set | Text and rank chip |
| Applies to | Everyone below the player or specific downline username | Scope of downlines covered by this rate set | Scope text |
| Rates | Rate summary per game type, e.g. Slots Tier 1: 5% | Custom commission percentage assigned | Percentage chips |
| Note | Staff memo text | Explanatory note or agreement details | Text note |
| Last edited | Date, time, and admin name | Timestamp and username of last staff update | Date and user badge |
| Status | Toggle switch or text | Active status of this custom rate set | - Switch on (green) = On
- Switch off (gray) = Off (falls back to site rate) |
| Actions | Action buttons in each row | Commands to view, edit, or delete this override set | See action buttons table below |
Table 2: Claims (Claims tab)
| Column | What you see | Meaning | Badges / Icons |
|---|
| Player | Username, phone number, and rank | Player claiming referral income | Text and rank chip |
| Amount | Claimed amount | Revenue amount requested into player wallet | Currency value (bold) |
| Claimed at | Timestamp | Date and time the claim was submitted in lobby | Timestamp |
| Status | Status badge | Payment lifecycle state of this claim | Color-coded status badge |
| Detail | Transaction number or cancellation reason | Reference number or staff cancellation note | Text |
| Actions | Row action buttons | Buttons to Approve or Cancel | Only on Awaiting payout records |
| Button | Icon / Color | What happens when clicked | Notes / Conditions |
|---|
| Edit | Pencil icon / Blue | Opens the override edit page (/promotion/affiliate/own/[id]/edit) | In Own rates tab |
| View | Eye icon / Gray | Opens the override details in read-only mode | Shown when lacking edit permission or if deleted |
| Delete | Trash icon / Red | Opens the confirmation dialog to delete the override set | Enabled only when the override is toggled Off |
| Approve | Wallet icon / Green | Opens credit verification dialog to pay claim into player wallet | In Claims tab, on Awaiting payout records |
| Cancel | Ban icon / Red | Opens dialog requiring a cancellation reason note | In Claims tab, on Awaiting payout records |
6. Step-by-step guides
1. Configuring site-wide affiliate settings
- Go to Promotions > Affiliate and select the Settings tab.
- Toggle the Affiliate on or off switch to On (Green).
- Under What is paid on, select the calculation basis:
- Turnover: Counted on all downline wagers regardless of win/loss (like commission).
- Loss: Counted on net daily losses; days where downlines win generate no referral revenue (like cashback).
- Under Tiers paid: Specify how many upline tiers earn revenue, e.g.
3 tiers (Tier 1 is the direct referrer).
- Under Rate per game type: Enter percentage rates per game category and tier in the grid. The sum of all tiers for any single game category cannot exceed
100%.
- Under Turnover on claimed money: Toggle switch on to require a wagering multiplier, e.g.
1x (toggle off for immediate withdrawal without turnover).
- Click Save in the bottom action bar and confirm in the popup dialog.
2. Creating an individual rate set (Own rates)
- Select the Own rates tab.
- Click the Add own rates button in the top-right corner.
- Under Player: Search and select the upline referrer receiving custom rates.
- Under Rates for:
- Choose Everyone below the player: Applies to all downlines under this referrer, or
- Choose One downline: Search and select a specific downline player under this referrer's network.
- In the Rate grid: Enter custom percentage rates in the desired cells (empty cells automatically inherit site-wide rates).
- In the Note field: Enter an explanatory memo (up to 300 characters).
- Click Save in the bottom action bar.
- The custom rate set will immediately override site rates for eligible calculations.
3. Toggling or updating individual rates
- In the Own rates tab, find the switch in the Status column.
- Click the switch:
- On (Green): Custom rates are active and used in calculation.
- Off (Gray): Custom rates are temporarily paused; system falls back to standard site rates.
- To modify percentages or notes, click the Edit button (pencil icon).
4. Approving affiliate credit payouts (Awaiting payout)
- In the Claims tab, click the Awaiting payout status filter card.
- Click the Approve button (wallet icon) on the row waiting for credit.
- The popup dialog verifies your site's operational credit balance:
- If balance is sufficient, a green checkmark appears.
- If balance is insufficient, top up site credit before continuing.
- Click Approve to transfer referral funds into the player's wallet.
- The claim updates to Claimed immediately.
5. Cancelling an affiliate claim
- In the Claims tab, find a record with status Awaiting payout and click Cancel (ban icon).
- In the dialog, enter the cancellation explanation in the Reason field (up to 300 characters).
- Click the red Do not pay button to confirm.
- The claim updates to Cancelled and the note is recorded.
6. Deleting an individual rate set
- In the Own rates tab, toggle the switch to Off (Gray) first.
- Click the Delete button (trash icon) on that row.
- In the confirmation dialog, click the red Delete button.
- The override set is deleted, and the referrer reverts to site-wide rates.
7. Create or edit page
The individual override rate creation and editing page consists of:
Player and rate grid (Left)
| Field | Required? | What to enter | Example | Constraints |
|---|
| Upline player | Required (new only) | Referrer receiving this custom override rate | player01 | Cannot be modified once created |
| Scope | Required (new only) | Choose Everyone below the player or One downline | Everyone below | If single downline is selected, the downline must be in referrer's network |
| Downline player | Required (single downline only) | Specific downline player receiving the override | downline02 | Must be a registered player under this upline within paid tiers |
| Custom rates grid | Required (at least 1 cell) | Custom commission percentage per game type and tier | Slots Tier 1: 6.00% | Decimal between 0.00 and 100.00% (blank cells inherit site rates). Total per game cannot exceed 100% |
Status and note controls (Right)
| Field | Required? | What to enter | Example | Constraints |
|---|
| Status | Required (edit only) | Toggle switch to activate or pause override | On / Off | Pause to temporarily revert to site rates |
| Note | Optional | Staff memo regarding reason or terms of override | VIP affiliate rate for regional partner | Maximum 300 characters |
8. Popups and dialogs
- Triggered when: Clicking Approve on an Awaiting payout record in the Claims tab.
- What you see: Player name, claim amount, site credit check, Cancel button, and Approve button.
- What to do: Confirm sufficient credit and click Approve.
- Result: Credits the player's wallet immediately and updates status to Claimed.
- Triggered when: Clicking Cancel on an Awaiting payout record in the Claims tab.
- What you see: Warning notice, required Reason text area, Cancel button, and red Do not pay button.
- What to do: Enter a clear cancellation explanation and confirm.
- Result: Updates record status to Cancelled with the reason saved.
- Triggered when: Clicking Delete on a disabled override set in the Own rates tab.
- What you see: Confirmation title, warning text, Cancel button, and red Delete button.
- What to do: Review the warning and click Delete.
- Result: Removes the custom rate set; the referrer reverts to site rates.
- Triggered when: Clicking Save in the Settings tab.
- What you see: Alert confirming that changes apply to all settlement days from now on.
- What to do: Review the impact and click Save.
- Result: Applies new site-wide settings to subsequent calculation cycles.
- Triggered when: Saving changes that were updated by another administrator simultaneously.
- What you see: Conflict notice with a reload button.
- What to do: Reload to view latest settings before re-applying changes.
- Result: Prevents unintentional overwrite of concurrent edits.
9. Statuses and badges
| Badge / Status | Badge Color | Meaning | Next Action Required |
|---|
| On (in Own rates) | Green | Override rates are active and used in place of site rates | Operates normally |
| Off (in Own rates) | Gray | Override rates are paused; calculations fall back to site rates | Toggle on if you wish to reactivate custom rates |
| Awaiting payout (in Claims) | Orange | Player claimed referral funds but site credit was insufficient | Top up site credit and click Approve |
| Claimed (in Claims) | Green | Referral funds were successfully credited to player wallet | Transaction complete. No action needed |
| Cancelled (in Claims) | Red | Referral claim was rejected or cancelled by staff | Review reason note if needed |
| Ready to claim (in Report) | Blue | Daily earnings are settled and ready for player to claim in lobby | Awaiting player to claim in the lobby |
| Waiting for a result (in Report) | Orange | Settlement day is active or unsettled bets are pending | Wait for cycle to conclude |
10. Frequently asked questions / Troubleshooting
- Why does creating an individual rate fail with "Override already exists"?
- An override set has already been created for this referrer and downline combination. Find the existing set in the table and edit it instead.
- Why does picking a single downline fail with "Downline is not in line"?
- The selected player did not register through this referrer's invite link, or is located deeper than the total tiers paid by your site. Verify the player's referral lineage.
- Why does the rate grid show a red error for percentage totals?
- The error "The tiers of a game type together cannot take more than 100%" indicates the combined percentage across Tier 1 through Tier 5 exceeds 100%. Reduce the tier percentages until the sum is 100% or less.
- Why is a claim stuck in "Awaiting payout"?
- The site's central credit balance was too low to process the payout at the moment the player claimed it. Top up your site's credit balance, then click the green Approve button on that row.
- Do referrers earn revenue if their downlines win?
- If your calculation basis is Turnover, referrers earn on every valid bet regardless of whether the downline wins or loses.
- If your calculation basis is Loss, referrers earn nothing on days where downlines break even or make a profit.