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 on 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
Note each status’s effect on the system (Delete Payments on File, Cancel Subscriptions, Cancel AutoShip, etc.).
Ensure your test Associate has:
- Payment method on file
- An active Subscription
- An active AutoShip
- An added website
- A login
- Is present in the applicable Trees
This is important for you to see if the status change options are performing correctly.
Testing Status Change
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:
The new status reflects in the Associate’s Detail page.
Look for the following after changing the status:
The Associate’s status changes
Status class changes
Commission status changes
The relevant status change options effects on the system occur, such as Delete Payments on File, Cancel Subscriptions, Cancel AutoShip, etc.