How to Create a Marketer

Creating a marketer allows you to track commissions, assign hierarchies, and configure individual or global commission rates. Follow the steps below.

Step 1: Pre-Requisites (Must Read) #

Before creating a marketer, make sure:

1. Task Types are Set Up:
   Go to Task Types and define the tasks relevant to your business.
2. Tasks Are Made Commissionable:
   While setting up task types, ensure the Is Commissionable flag is enabled. ⚠️ If this is not done, commission rate dropdowns will appear empty when creating marketers.

Step 2: Open the Marketer Creation Form #

Navigate to Marketing → Marketers → Create New Marketer

Step 3: Fill in Marketer Details #

Field	Description
User	Select the user to be promoted to a marketer.
Marketing Manager	Optionally assign a manager (upline) to this marketer.
Tax Rate Type	Choose between flat or percentage tax for this marketer.
Tax Rate	Set the applicable tax rate. Default is 0%.

Step 4: Add Commission Rates (Optional) #

These are individual commission rates for the selected marketer. Leave blank to apply global commission rates instead.

Field	Description
Commission Model	Currently supports “Task”.
Commission Type	Select the task type (must be commissionable).
Commission Sub Type	Further refine with sub-type if applicable.
Rate Type	Percentage or Flat rate.
Rate	The exact commission amount or percentage.

You may click “View Global Commission Rates” to see globally defined rates.

Step 5: Add Hierarchical Commission Rates (Optional) #

Use this to assign downline-level commissions, where the marketer earns a portion of what their recruits earn.

Field	Description
Level	The downline depth (e.g. 1 = direct downline).
Commission Type / Sub Type	Must correspond to commissionable task types.
Rate Type & Rate	Percentage or Flat value earned from downline’s commissions.

You may click “View Global Hierarchical Commission Rates” to see existing default structures.

Step 6: Save the Marketer #

Click Save. The user is now marked as a Marketer, and any commissions will be calculated based on the structure you’ve defined or the global defaults.

FAQs #

Q: Why are commission type dropdowns empty?
A: You must set up Task Types and mark them as commissionable before creating marketers.

Q: What happens if I don’t define commission rates here?
A: The system will fallback to Global Commission Rates, which you can set under Marketing → Rates.

Q: Can marketers be moved under other marketers later?
A: Yes, but cyclic hierarchies (e.g. A under B and B under A) are automatically cleaned by the system to avoid conflicts.