Control Settings

Control Settings are the network-wide billing and workflow switches: currency display on this page, the minimum amount required before an invoice can be generated, what is auto-approved, how advertiser postbacks set money on conversions, registration security, and whether invoices generate on a schedule.

The page title is Control Settings. The subtitle reads: Configure approval workflows, invoicing, and automation for your network.

What Control Settings are for

A Network Admin uses this screen to decide how strictly OffZio treats money and access:

1. How large approved earnings must be before an invoice can be created.
2. Whether postbacks, payment methods, and conversions are approved automatically.
3. Whether advertisers may pass payout and revenue on the postback URL.
4. Whether reCAPTCHA and invite-only access apply.
5. Whether invoices are generated automatically on a schedule.

Note: Example values in this article (USD, minimum 10) are illustrations. Set currency and the minimum invoice amount to match your OffZio network.

Who can change Control Settings

Only a Network Admin should change Control Settings. Publishers and advertisers cannot open this page.

Confirm your role on the sidebar profile card if you are unsure. It should show a name and role such as OffZio Admin · Network Admin.

How to open Control Settings

1. Sign in as a Network Admin.
2. In the left sidebar, click Settings.
3. Under Billing & Payments, click Control.

Reset and Save Changes sit at the bottom. Unsaved toggles are not live.

Currency and minimum invoice amount

1. Currency — Dropdown. Example: USD - US Dollar.
2. Minimum Invoice Amount — Example: 10. Help text: Minimum amount before an invoice can be generated.

Invoice generation (manual or automatic) should respect this floor. A publisher with approved unpaid conversions below the minimum will not produce an invoice until the approved amount is high enough. See Invoices Generation & Management and Publisher Billing.

Note: Default currency is also set under General Settings, where it is locked after initial setup. Treat currency as a network-wide value. Do not assume you can switch it later without affecting reporting.

What is not edited on this page

The Control screen includes two info notes. Follow them so you do not look for the wrong fields here:

1. Timezone is configured under Settings → General (with language and currency defaults).
2. Publisher signup approval is configured under Settings → Sign Up (Approval Process: Without Approval vs Approval Required). It is not edited here so it cannot conflict with Control saves.

Note: Open General Settings for timezone and language. Open Sign Up Page Settings for whether publishers and advertisers may self-register, and for any approval-required process shown there. Saving Control does not change those pages.

Approvals

The Approvals section reads: Auto-approve publisher submissions and conversions for this network.

1. Auto-approve Postbacks — Shown OFF. Help: Postback URLs are approved automatically.
2. Auto-approve Payment Methods — Shown OFF. Help: Publisher payment methods are approved automatically.
3. Auto-approve Conversions — Shown ON. Help: Conversions are approved automatically.

General Settings also has an Auto-approve Conversions toggle, and the Conversion report can show Auto-approve enabled. Treat the Control toggle as the billing and workflow control shown on this page. This article does not describe an automatic sync between the two screens. Keep the intent consistent (either you auto-approve conversions or you review them), then verify on the Conversion Report before you invoice.

Tip: Conservative defaults for a new network: keep Auto-approve Postbacks and Auto-approve Payment Methods OFF. Only turn them on when you trust partners to submit URLs and payout details. You can still reject or adjust conversions on the Conversion report before invoicing, even when conversion auto-approve is on.

Postbacks and conversions

The section subtitle reads: Controls how advertiser S2S postbacks set payout and revenue on conversions.

1. Specify amounts on conversion — Shown OFF.

Help text: Allow advertisers to pass payout and revenue on postback URLs. When off, goal-line rates apply (RevShare uses sale amount × percentage). Enable only for trusted integrations.

Note: Leave this OFF unless the advertiser’s tracker is trusted and you have agreed they may send payout and revenue on the fire. When it is off, OffZio uses the campaign goal rates (and RevShare uses sale amount times the percentage). Turning it on lets the postback override those rates — a bad integration can invent payout.

Security and access

1. Show reCAPTCHA — Shown ON. Help: Display reCAPTCHA on registration and login.
2. Invite Only — Shown OFF. Help: When enabled, public registration URLs are blocked; only invited users can join. Configure open signup under Sign Up settings.

These work together with other Settings pages:

1. General Settings also has reCAPTCHA Protection for registration pages. Keep captcha intent consistent, then test the public login and sign-up URLs.
2. Sign Up Page Settings has Allow Sign Up per role (Publisher vs Advertiser).
3. Invite Only on Control blocks public registration URLs so only invited users can join. If you want open recruitment, leave Invite Only OFF and turn Allow Sign Up on under Sign Up Page Settings.

Tip: Invite-only + Allow Sign Up OFF is the private-network pattern. Open signup needs Invite Only OFF and the matching Sign Up tab ON.

Billing automation

1. Auto-generate Invoices — Shown OFF. Help: Automatically generate invoices based on schedule.

When this is off, a Network Admin creates invoices from Billing → Invoices (+ Create), using approved unpaid conversions, publisher billing cycle, and billing prerequisites. See Invoices Generation & Management.

When this is on, OffZio generates invoices on the schedule instead of waiting for a manual run. Minimum Invoice Amount still applies: approved earnings below the minimum should not produce an invoice yet. Publishers still need billing information and an active payment method.

Note: Turn Auto-generate Invoices on only after payment methods, invoice frequency, and the minimum amount are correct. A scheduled run can skip ineligible publishers the same way a manual run does.

Reset and Save Changes

1. Reset — Discards unsaved edits on this page and returns to the last saved values.
2. Save Changes — Applies Control Settings. Unsaved toggles are not live.

Note: Reset does not change Sign Up or General Settings. It only clears the unsaved Control form.

Step-by-step: update Control Settings

1. Open Settings → Billing & Payments → Control.
2. Confirm Currency and set Minimum Invoice Amount.
3. Set approval toggles. Prefer postbacks and payment methods OFF until partners are trusted.
4. Confirm Auto-approve Conversions matches how you want the Conversion report to behave, and check that report after you save.
5. Leave Specify amounts on conversion OFF unless you have a trusted S2S integration.
6. Set Show reCAPTCHA and Invite Only. If you want open signup, also configure Sign Up Page Settings.
7. Leave Auto-generate Invoices OFF until you are ready for scheduled invoice runs.
8. Click Save Changes. Use Reset if you need to throw away unsaved edits.

Best practices

1. Do not edit timezone or signup approval on this page — the on-screen notes tell you where those live.
2. Keep postback and payment-method auto-approve off for a new network.
3. After you change conversion auto-approve, open the Conversion report and confirm whether Auto-approve enabled matches your intent.
4. Enable specify-amounts-on-conversion only for named, trusted advertiser integrations.
5. Set a realistic Minimum Invoice Amount so you do not generate tiny invoices.
6. Test Invite Only and Allow Sign Up together before you publish registration links.