Moving an Associate with the Web Office Placement Suite

Site: Web Office
Page: Business > Placement Suite
URL: [CLIENTID].office2.directscale.com/app.html#/PlacementSuite

With the Web Office Placement Suite, a Sponsor can move all their new and personally enrolled Associates to another position in the Sponsor’s organization. To use this page, you must set it up in Web Office Admin.

To move an Associate:

1. Click the Move button on the new enrollee’s Placement Suite card.

   

2. Enter the Distributor ID for the Associate you’d like the enrollee under.

   

   Use the Look at the visual tree here! link to open the Visual Tree and find an Associate’s Distributor ID (otherwise known as the Associate ID) by selecting the Associate and viewing their Profile. Using the Visual Tree can also help to find the best location to place the new Associate.

   Important: New Associates can only move within the top two levels of the Tree.

3. Click the Place button.

   Important: Placement is permanent. An Associate should work with the new Associate to determine their commitment level before moving them.