This is Part 12 of the Initial Setup Guide:
- Part 0: Introduction
- Part 1: Setting Up Your Company Domain, Webalias and Details
- Part 2: Setting Up Users and Roles
- Part 3: Adding Branding
- Part 4: Adding Inventory Items and Pricing
- Part 5: Adding Warehouses and Shipping Methods
- Part 6: Using the Test Merchant
- Part 7: Placing Orders
- Part 8: Using the Offline Payment Method
- Part 9: Adding Integrations
- Part 10: Managing Orders
- Part 11: Editing and Testing Order Confirmation Email Templates
- Part 12: Managing Associates
Under Check Your Progress for each section, you check each box next to the task in order to keep track of your progress. If you would like to download the full checklist, click the Download Attachment link above.
Important: If you have any questions or need assistance with any of the steps, contact Customer Care.
What We’ll Cover
- Finding an Associate
- Viewing Associate Summary
- Editing an Associate
- Using Impersonate in Office
- Check Your Progress
Finding an Associate
After logging in to Corporate Office, you land on the Find Associate page by default. Here, you can use the search bar to locate an associate.
Read more: 1.1. Finding an Associate
Step-by-step guide: How to Find and Favorite an Associate
On this page and the Summary page, you can create a new associate.
Read more: 1.2. Adding an Associate
Step-by-step guide: How to Create a New Associate
Viewing Associate Summary
Click an associate’s name to navigate to the their detail page. Once there, you can view a summary of their contact information, status, commission stats, and organization.
Read more: 1.1.1. Viewing an Associate’s Detail Summary
Editing an Associate
If you need to update an associate’s personal information, click the Edit Associate button on the Summary page.
Read more: 1.1.3. Editing an Associate
Step-by-step guide: How to Update Associate Information
Using Impersonate in Office
Impersonate in Office is a single sign on (SSO) tool to view the associate’s Web Office as they would. This is particularly useful when you need to help them locate a page, solve a support issue, or modify personal settings.
Step-by-step guide: How to Impersonate in Office Using SSO
Check Your Progress
Found an associate.
Edited an associate.
Used Impersonate in Office.
You did it!
You’ve successfully completed the initial setup guide. Your system is ready to create orders, receive payments, and manage employees and associates.
Now that your system is setup, it’s time to start customizing it and making it your own.