Viewing an Associate’s Detail Summary

Admin: Corporate Admin
Page: Associates > Search Associates > Associate Detail
Permission: EditAssociate()

The Associate Detail page is the account record profile for an Associate. From here, you can view an Associate’s stats, orders, commissions, and trees for example.

Viewing Customer ID and DirectScale ID

Next to an Associate’s name is the Customer ID (the Associate’s Back Office ID) and the DirectScale ID (otherwise known as the Associate ID).

Associate Detail page

Associate Management Options

Edit, Impersonate, or Shop

Located in the upper right-hand corner of the Associate Detail page, you can choose to edit an Associate's profile, impersonate an Associate's website, or place an order within the corporate shop.

Edit, Impersonate, or Shop
  1. Edit
  2. Impersonate
  3. Shop

Click each link above for more information.

Button Bar

The Button Bar gives you quick access to several of the following key features:

Button Bar
  1. Summary
  2. Order History
  3. AutoShips & Subscriptions
  4. Parties
  5. Rank
  6. Commissions
  7. Coupons
  8. Trees
  9. Login & Websites

Utilize the menu button located within the Button Bar to view additional options:

Menu button
  1. Reward Points
  2. Corporate Communications
  3. Resend Welcome Email

Click each link above for more information.

Associate Information

The Associate Information section provides an at-a-glance summary of the Associate.


Associate Profile
  1. Profile Image - Pulled in from their Web Office.
    If you want to change the default Associate profile image, contact Customer Care.
  2. Associate’s Full Name

  3. Associate Account Status - Learn more about Associate statuses.

  4. Associate Type - Learn more about Associate Types.
    You can configure the Associate Types. See Adding Associate Types to learn how.

  5. ID Number - The Associate’s unique Customer ID.
  6. Enrollment Date
  7. Email Address
  8. Phone Number

  9. Preferred Language

You can also enable the Start Date (the date they became their current Associate Type) to display. Read Tracking Associate Start Date to learn how.



The Organization section displays where the Associate is immediately placed within their tree structure. You can select the corresponding Associate name to open their Associate Detail page.

If you have a Coding Tree, you can view and edit the coding here. For more information, see Setting up the Coding Tree.

View or Edit coding

Billing & Payments

Billing and Payments

The Billing & Payment section displays information used for orders and commission payments.

  • Shipping Address - Associate Address where physical items are sent. Edit this information with the Edit Associate page.

  • Payment Merchant - View and assign the commission payment provider. If you support multiple payment methods, you can configure which way is used for the current commission period.

    For more information, see Mapping Money Out Commission Merchants.

  • Commissions Status - Displays the commission status. Change the Associate’s commission status to one that has the desired Commission Class selected. Learn more in Changing Associate Statuses.

  • TaxID - This is the TaxID/FIN/SSN collected during enrollment. Edit this information using the Edit Associate page (TaxID/FIN/SSN field).

  • Tax Resale Number - If the Associate is tax-exempt, their information will display here.



The Statistics section displays all the KPIs (Key Performance Indicators) achieved by the Associate. You determine these values in your compensation plan. Several of the KPIs are available in the Web Office Business Snapshot widget.

  Are you a Binary type? Learn about Tracking Instant Rollover

Account Activity

Account Activity

The Account Activity section features two tabs:

  • Service Log

  • Notification Log

For more information, see Using the Associate Service Log.

Group Volume History

Group Volume History

The Group Volume History chart displays the total Group Volume (GV) obtained over the last 12 months (rolling 12-month period) compared with the previous 12 months. Hover your cursor over the graph to view the GV amounts for the current year compared to the year prior. 

Custom Fields

Custom Fields

If you have Associate Custom Fields set up, they display in a Custom Fields section below the Account Activity.

For more information, see Custom Fields.


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