Testing Associate Statuses

Associate statuses affect their commission payments, permissions, and login status. In addition, many actions in the system are tied to statuses, such as access to the Web Office. After going through the checklists in the Get Started section, test the effects an Associate experiences when their status is changed.

  • Do this in your Live environment.

  • Do this for every market you have set up.

  Report any errors you find to Customer Care or your DirectScale contact.

Before You Start

Testing Status Changes

When you change the status, the system adds an entry to the Associate’s Service Log noting what the status was changed to, when, and by whom:

Service Log

The new status reflects on the Associate’s Detail page.

Look for the following after changing the status:

  • The Associate’s status changes

  • Status class changes

    Active Status
    Inactive Status
  • Commission status changes

    Commission Status change
  • The relevant status change options effects on the system occur, such as Delete Payments on File, Cancel Subscriptions, Cancel AutoShip, etc.

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