Moving an Associate with the Web Office Binary Holding Tank

Site: Web Office
Page: Business > Holding Tank
URL: [CLIENTID].office2.directscale.com/app.html#/HoldingTank

If you have a Binary type compensation plan, you have the option of setting up a Holding Tank for Web Office. The Holding Tank allows Enrollers to place any new sign-ups anywhere in their organization, within a set time.

Before your Associates can use this feature, you must enable the Holding Tank and configure your Tree settings in Corporate Admin.

After a new Associate Enrollee is created under a Sponsor:

  1. Navigate to the Holding Tank in Web Office.

  2. Locate the new Enrollee’s entry.

    Holding Tank new Enrollee
  3. Click the MOVE button on the new Enrollee.

    Move button
  4. Enter the Back Office ID (Customer ID) for the upline Associate under whom you’d like the Enrollee and hit Enter on your keyboard.

    Search for a name
  5. Select a Tree Leg.

    Select a Leg
  6. Click the PLACE button.

    PLACE button

    A pop-up opens requesting confirmation.

    Confirmation pop-up
  7. Confirm the placement in the pop-up. A second pop-up displays if the placement is successful.

  8. In the confirmation, click OK. You’ve now successfully placed the Enrollee under a new upline Associate.

  9. To confirm the placement, use the Visual Tree in Web Office or the Associate Detail Visual Tree in Corporate Admin.

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