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Web Office Customization

Setting Up the Web Office Visual Tree

Updated

Admin: Web Office Admin
Page: Web Office Configuration > Visual Tree
URL: [CLIENTID].admin.directscale.com/#/VisualTree
Permission: Visual Tree

The Visual Tree in the Web Office offers Associates a better view of their downline structure. Use this page to see the hierarchical view of their Trees and specific data for individuals. The Web Office Admin allows you to customize the Visual Tree features such as the icons the Associate sees, the Trees they view, and the data points shown.

What We’ll Cover

Adding Data Points

Profile data points will display in the Visual Tree on the profile quick view. This quick view is available by clicking on any of the cards within the Tree.

To add data points:

  1. Make sure the METRICS tab is selected. Then, click the + ADD METRIC button.

    The Add Data Point pop-up window opens.

    Add Data Point pop-up window

  2. In the pop-up, click the Data Point dropdown, and select the data point you want to display in the widget.

    Note: If the chosen data point has a period constraint, then the Time Frame fields will reveal.

  3. If you select a data point related to a specific period, then the Time Frame fields appear where you can change the time frame covered to Months or Weeks.

Selecting Display Types

With the Display Type dropdown, select the most appropriate type based on your Data Point selection.

If you, for example, chose the Commission Active data point (which is either active or inactive) and then selected a Number (0 decimals) display type, then the tile will display either a 1 or 0 (the numerical representation of true/false). Boolean would be a more appropriate choice.

If you choose the wrong display type, the tile displays the data point value. For most data points, this will appear just fine in the tile. If you do not like how a data point displays, then try a different display type until one works for you.

Display Types:

  • Boolean - True or false. If the Associate meets the criteria, then a checkmark will display in the widget tile. If not, then an X displays.

  • Date - If a date data point was selected, then using this type will display the date format setup in your system.

  • Number (0 decimals) - Displays numerical data with no decimals (0).

  • Number (1 decimal) - Displays numerical data with one decimal point (0.0).

  • Number (2 decimals) - Displays numerical data with two decimal points (0.00).

  • Custom - For more information, see: Custom String Format.

  • Value to text… - This type allows you to replace what the data point displays by default with your text value; this works best with ranks or statuses. For example, with ranks, the system will display a 1, 2, 3, etc. In the Metrics Value field, you can enter the value the system sends, and then, in the Display Values field, you can enter what you want to display in the tile.

    For example, Commission Active displays either 1 or 0 by default. You can change each to Yes or No or any other Display Value that you want.

Saving the Data Point

  1. Enter any Display Name for the metric that is indicative of its purpose.

  2. Select the Published switch to toggle on to publish the metric now after you save the configuration.

  3. The rest of the settings are Multi-Faceted Configuration (MFC).

    These settings allow you to tailor your content based on an Associate’s country, language, user type, status, and rank.

  4. SAVE the configuration.

Tree Settings

In the Tree Settings section, you can enable any available Tree to show in the Visual Tree.

You can enable or “show” any available Visual Tree(s) by marking the Show toggle for the various Tree types.

Associates in the Web Office will have the ability to view the Visual Tree(s) selected. You can also select which Tree will show by default upon page load.

If available, you can choose whether to show customers in the Tree(s); this would set the default setting upon page load.

Enabling/Disabling in Web Office

Associates can turn this on and off within the Web Office:

  1. Click the three dots next to the Zoom Slider.
  2. select the Show Customers checkbox.

Along with these configurations, you can:

  • Control how many levels are visible when the page is loaded in the Max Levels dropdown
  • Decide how many Associates an Associate can see in each level with the Node Threshold dropdown.

You may have multiple Trees available. The Tree types are pulled in from the Corporate Office.

If the Matrix field is available, you can choose whether to show customers in the Tree(s); this would set this as the default Tree when the page loads. Associates can turn this on and off within the Web Office.

Setting Matrix Tree Depth Level in Corporate Office

In the Corporate Office, you can configure the level depth that the Matrix Tree will display in the Web Office.

To configure this feature:

  1. Navigate to Administration > Advanced Settings > Commission.

  2. Locate the Tree Settings section.

  3. Enter the Matrix Depth Level limit.

    Matrix Depth Level field

    The Visual Tree will stop showing Associates below this entry.

  4. Click the Save Changes button.

Links for Enrollment (Matrix/Binary only)

Turning this feature on will enable enrollment options directly from the Visual Tree. When there is an open position on the left or right Leg in a Matrix/Enrollment Tree, an Associate can select to enroll a new Associate directly in that position.

When you expand the Tree, you can find the open positions.

Select the + button from the Visual Tree when a position is open; this will load the enrollment flow in a new tab.

Before enabling this feature, reach out to your account manager at DirectScale.

There are additional configurations you must do to ensure the correct IDs pass in the URL for enrollment:

  1. Click the toggle to enable the feature.
  2. Click the Save button when complete.

Custom Color Label

The Custom Color Label is based on true/false criteria displayed as a data point in the Visual Tree, along with the User Profile Data Points.

A DirectScale developer currently codes this.

Although the developer creates the logic behind the feature, you can change the display name shown to the Associate.

For example, a company named Success Co. has a program where Associates can qualify to go on a vacation. To qualify, Associates must purchase a Success Pack.

In the Visual Tree, there is a section on the Data Point slide-out labeled Success Pack Qualified. If they have purchased the pack, the data point will read display Yes.

If the Associate has not purchased the pack, the data point will display No.

  1. Enter the Custom Color Label.
  2. Click the Save button when complete.

Active Statuses

Active Statuses control who will show as Active in the Visual Tree.

The statuses left un-selected will grey out and display the status reflected in the Corporate Office.

In the Visual Tree, the tiles will display an Associate’s status; this is identified by color and through text on the tile.

  1. Click the dropdown and select the statuses.
  2. Click the Save button when complete.

Adding Visual Tree Icons

To add the icons for the Visual Tree, you will need to navigate to a different page in Web Office Admin, the Branding page.

Read more: Adding Visual Tree Icons

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