Adding Associates

Admin: Corporate Admin
Page: Associates > Find Associate
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/AddAssociate
Permission: CreateAssociate()

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 Admin:

  1. Click the New Associate button.

      There’s also a New Associate button on the Associate Detail page.

    You navigate to the Add Associate page.

  2. From the dropdown, select the Associate’s Country of origin.

  3. Complete the following sections:

    1. Account Information:

      • Type the ID or sponsor’s name for the new Associate.

      • Select the new Associate’s customer account type.

      • Enter their email address.

      • Assign a user name and password.

        The default password requirements are:

        • Min. eight characters

        • Max. 30 characters

        • One number

        • One capital letter

        • Select their preferred language.

    2. Personal Information:

    3. Enter the Associate’s Billing Address.

    4. Enter the Associate’s Shipping Address.

    5. Select the Same as My Billing Address to match Shipping Address with Billing Address.

  4. Select Send Welcome Email to send out a welcome email to the new Associate.

  5. Select Accept Terms and Conditions.

  6. Click Create Account.

Troubleshooting

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