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SettleX
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SettleX User Guide

A step-by-step guide from setup to daily operations of the casino agent settlement platform.

What is SettleX?

SettleX is a SaaS platform that automates casino agent settlements. Manage agent hierarchies, sync player data, auto-calculate various settlement types (rolling, losing, hybrid, etc.), and generate reports — all in one platform.

Step 1

Sign Up & Create Agency

To get started with SettleX, first create your agency (organization). This agency is the top-level entity for all your agents and player data.

Enter your email, password, and name to create an account.
Enter your agency name (e.g., 'My Casino Agency').
Set your default currency (9 options: USD, KRW, CNY, etc.) and timezone.
Agree to Terms of Service, Privacy Policy, and Refund Policy to complete registration.
Step 2

Invite Agents & Build Hierarchy

Invite agents to build your organization's hierarchy. You can set game-specific rolling rates and losing rates for each agent.

Go to Agent Management > click 'Invite Agent'.
Set the role (Master/Sub-Agent), parent agent, and game-specific rolling rates (Slot, Live, Sports, Table, Other).
Share the generated invite code or link with the agent (valid for 7 days).
View the entire hierarchy visually in the Agent Tree view.
Step 3

Register Players

Register players to be managed under agents. You can add them manually or bulk import.

Click 'Add Player' in Player Management to register individually.
Specify username, nickname, and assigned agent.
Bulk import via CSV/XLSX: Download the template from the Import menu and upload your data.
Step 4

Enter Transaction Data

Input player transaction data including bets, deposits, withdrawals, and bonuses. This data forms the basis for settlements.

Add transactions manually in Transaction Management, or bulk import via CSV/XLSX.
Transaction types: Deposit, Withdraw, Bet, Win, Bonus.
Specify game category (Slot, Live, Sports, Table, Other) and game name.
Use date and agent filters to view transactions for specific periods.
Step 5

Generate & Confirm Settlements

Auto-generate per-agent settlements based on recorded transaction data. 9 settlement types are supported.

In Settlement Management, select agent, settlement type, cycle (weekly/monthly/custom), and period.
Rolling settlement: Calculated as total bets × rolling rate.
Losing settlement: Calculated as net loss (deposits - withdrawals) × losing rate.
Additional types: Hybrid, Commission, Share, Tiered, and more.
Confirm generated settlements, then mark them as Paid to finalize.
Step 6

Dashboard & Reports

Monitor real-time KPIs on the dashboard and review detailed reports.

Dashboard: View 8 key metrics at a glance — total bets, deposits, withdrawals, unsettled balance, estimated rolling/losing, and more.
Trend charts: Visualize 14-day trends for betting/deposit/withdraw and settlement status.
Reports: Generate detailed reports by agent and settlement type, exportable to Excel/PDF.

Additional Features

Audit Log

All user activities (login, data changes, settlement processing, etc.) are automatically logged for security and compliance.

Agency Settings

Manage agency name, default currency, timezone, and team members.

Get Started Now

Try all SettleX features free for 30 days.

Start Free Sign In

Questions? b_h_woo@naver.com