The system adds new Associates when they:

• Enroll to be a Distributor
• Sign up for a Preferred Customer Account
• Buy products as a Retail Customer.

You can add new Associates straight from the Corporate Office using the Add Associate page.

What We’ll Cover

• Permissions
• Finding the Page
• Adding Associates
• Changing the Minimum Enrollment Age
• Allowing Duplicate Emails

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Permissions

To access the Add Associate page, you must have the CreateAssociate() permission enabled for your Role.

Read more: Assigning Employee Permission Roles

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Finding the Page

In Corporate Office, navigate to: Associates > Find Associate.

1. Click the + New Associate button.

[CLIENTID].corpadmin.directscale.com/Corporate/CRM/AddAssociate

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Adding Associates

The following are the form field’s definitions:

1. Country - Select the Associate’s country of origin.

2. Account Information Section

   1. Type the ID or sponsor’s name for the new Associate.
   2. Select the new Associate’s customer account type.
   3. Enter their email address.
   4. Assign a user name and password.
   5. Select their preferred language.

3. Personal Information Section - Add the new Associate’s:

   • Name
   • Phone Number
   • Birth date
   • Social Security Number (SSN)/Federal Identification Number (FIN)/Value Added Tax (VAT).

4. Billing Address Section - Add the new Associate’s Billing Address information.

5. Shipping Address Section - Add the new Associate’s Shipping Address information.

6. the Same as My Billing Address - Match Shipping Address with Billing Address.

7. Send Welcome Email - Send out a welcome email to the new Associate.

8. Accepts Terms and Conditions - The Associate must agree to the company’s terms and conditions.

9. Create Account - Save and create the account.

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Changing the Minimum Enrollment Age

By default, Associates need to be at least 18 years old to enroll. If you want to change this minimum enrollment age limit:

1. Navigate to Administration > Advanced Settings > Commission.

2. Enter the Minimum Age an Associate must be to become an Enroller.

   

3. Click the Save Changes button.

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Allowing Duplicate Emails

To allow duplicate emails:

1. Navigate to Administration > Advanced Settings > Associate CRM.

2. Select the Allow Duplicate Customer Emails checkbox.

   

3. Click the Save Changes button.