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Genealogy Preferences

The Geneaology Preferences area of the system allows the System Administrator to create and set-up the lineage system structure which the business is going to be based upon. The primary geneaology options available in Plexum X6 are the Uni-Level and the Forced Matrix geneaology

Genealogy Front-end: Chose from (Forced Matrix or Unilevel) to use as the front-end genealogy for your system. - Note: This option is only for system with the Dual Genealogy Module installed.

Genealogy Name

  • Forced Matrix:
    a. Enter the name to referred Forced Matrix genealogy to within the User Back Office (e.g. Platinum Level).
  • Uni-Level:
    a. Enter the name to referred Uni-Level genealogy to within the User Back Office (e.g. Gold Level).
  • Pre-enrollment:
    a. Enter the name to referred Pre-enrollment genealogy to within the User Back Office (e.g. Powerline).
  • Non-Genealogy:
    a. Enter the name to referred Non-Genealogy to within the User Back Office.

Display Sponsor Information

  • Enable Genealogy:
    a. Select “Yes” to enable display sponsor information.
    b. Select “No” to disable display of sponsor information.
  • Sponsor Type:
    a. Select “Refering Sponsor” to enable display of the referring sponsor.
    b. Select “Geneaology Sponsor” to disable display of sponsor information.

Forced Matrix

  • Enable Genealogy:
    a. Select “Yes” to enable Forced Matrix genealogy on your system.
    b. Select “No” to disable Force Matrix genealogy.
  • Enable Compression:
    a. Select “Yes” to enable compression on your system. If “Yes” is selected and a user in the genealogy is removed or deleted, the genealogy will be compressed up;
    b. Select “No” to leave position empty when a User is removed; otherwise a hole will be created within the genealogy which can be later filled with a user which has no downline users. See Position Manager.
  • Company Sponsored:
    a. Select “Yes” to have the system build the genealogy under the default User genealogy no matter which user refer the new users. If “Yes” is selected, you must type in a User-Id use as the company genealogy.
    b. Select “No” to build genealogy based on referred Users.
  • Default Genealogy User (User-Id):
    a. Enter a user-id to use as the default genealogy user. In the event that a user is signing up without a sponsor, the default genealogy user will automatically be assigned.
  • Show Upline:
    a. If “All” is selected, all upline within the pre-defined genealogy will be displayed to downline within the genealogy area in the back office.  If “Immediate” is selected, only one upline is shown to downline within the genealogy area.

Forced Matrix: Genealogy Network Structure

  • Level Width:
    a. Enter genealogy width number (e.g. 2).
  • Level Depth:
    a. Enter genealogy depth number (e.g. 3).   NOTE: We recommend no higher than 15 levels deep.

Forced Matrix: Matrix Recycling
Recycling is used to extend the genealogy width when users complete their genealogy.  You can also charge for genealogy recycling, see Manage User Class, Setup / Recurring Fees.

  • Enable Recycling:
    a. Select “Yes” to enable recycling.
    b. Select “No” to disable.
  • Phase Limit:
    a. Enter number of total recycling to allow (e.g. 5).
  • Enable Auto Recycling:
    a. Select “Yes” to automatically open a new matrix when the system detects when users genealogy is full. Otherwise, user will be required to initiate the recycling.
    b. Select “No” to disable automatic recycling of the Matrix.

Uni-Level Genealogy

  • Enable Genealogy:
    a. Select “Yes” to enable Uni-Level genealogy on your system.
    b. Select “No” to disable use of the Uni-Level Genealogy.
  • Enable Compression:
    a. Select “Yes” to enable compression on your system. If “Yes” is selected and a user in the genealogy is removed or deleted, the genealogy will be compressed up; otherwise a hole will be created within the genealogy which can be later filled with a user which has no downline users. See Position Manager.
    b. Select “No” to leave position empty when a User is removed from the genealogy.
  • Show Upline:
    a. Select “All” to show all upline within the pre-defined genealogy will be displayed to downline within the genealogy area in the back office. 
    b. Select “Immediate” to show only one upline to downline within the genealogy area.

Uni-Level: Genealogy Network Structure

  • Level Width: Unlimited
  • Level Depth:
    a. Enter genealogy depth number (e.g. 3). We recommend no higher than 15 levels deep.

Uni-Level: Australian X-Up Program
Australian X-Up is used to pass-up new recruits to users referring qualified sponsor.  Australian X-Up can also be setup on individual User Class, see Manage User Class / Australian X-Up Preferences.

  • Enable:
    a. Select “Yes” to enable Australian X-Up.
    b. Select “No” to disable X-Up program.
  • Qualify By Retail Sale:
    a. Select “Yes” to only pass-up downline of a user when the user makes his or her first retail sale,. (Note: Shopping Cart is required.)
    b. Select “No” to disabled; Qualify by Retail Sale will not be used for pass-up.
  • Qualifying Users:
    a. Enter number of users in total to pass-up (e.g. 2).
  • Pass Up Option:
    a. Enter users to pass-up separating with a comma (e.g. 1,4), the first and forth recruits will be passed-up in this example.

Click “SAVE” to save your changes.

NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.




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