What We’ll Cover
The Find Associate page lets you easily locate associates and view their details, as well as view a list of orders for an associate.
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Log in to Corporate Office, the Find Associate page displays by default. At any time you can navigate to it directly at: Associates > Find Associate.
Find Associate/Order Search Bar - Search for an associate by entering a Name, Associate ID, Phone Number, or Email Address. Use the dropdown to switch to Orders to redirect to the Find Order page to search for orders.
+ New Associate- Create a new associate. Navigates you to the Add Associates page.
Associates List - Sorts the search results in a table. Click the Associate Name link to navigate the associate’s detail page.
Star Associate Feature - The list of associates displayed on the Find Associates page varies according to search and selection history. You can, however, use the star feature to always display an associate in the selection history. Enabling a star loads the associate at the top of the selection history.
Associate Name Link - Allows you to view and edit the information of an associate in their detail page.
Finding an Associate
Use the search bar to find an associate. Search by Name, Associate ID, Phone Number, or Email Address. Once located, you can favorite an associate for easy access later by clicking the Star icon.
For a more detailed guide, see: How to Find and Favorite an Associate.
Adding an Associate
Click the + New Associate button to navigate to the Add Associates page.
For a more detailed guide, see: How to Create a New Associate.