Admin: Corporate Admin
Page: Associates > Search Associates
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/AddAssociate
Permission: CreateAssociate()
The system adds new Associates when they:
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Enroll to be a Distributor
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Sign up for a Preferred Customer Account
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Buy products as a Retail Customer.
You can add new Associates directly from the Corporate Admin:
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Click the New Associate button.
/Managing Associates/Adding Associates/CA-SearchAssociates-NewAssociate.png)
There’s also a New Associate button on the Associate Detail page. You navigate to the Add Associate page.
/Managing Associates/Adding Associates/CA-AddAssociatePage.png)
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From the dropdown, select the Associate’s Country of origin.
/Managing Associates/Adding Associates/CA-AddAssociate-CountrySelection.png)
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Complete the following sections:
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Account Information:
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Type the ID or sponsor’s name for the new Associate.
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Select the new Associate’s customer account type.
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Enter their email address.
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Assign a username and password.
The default password requirements are:
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Min. eight characters
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Max. 30 characters
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One number
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One capital letter
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Select their preferred language.
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Personal Information:
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Name
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Phone Number
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Birthdate
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Social Security Number (SSN)/Federal Identification Number (FIN)/Value Added Tax (VAT).
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Enter the Associate’s Billing Address.
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Enter the Associate’s Shipping Address.
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Select the Same as My Billing Address to match the Shipping Address with Billing Address.
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Select Send Welcome Email to send out a welcome email to the new Associate.
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Select Accept Terms and Conditions.
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Click Create Account.
/Managing Associates/Adding Associates/CA-AddAssociate-CreateAccount.png)
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