Admin: Corporate Office
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 Office:
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Click the New Associate button.
There’s also a New Associate button on the Associate Detail page.
You navigate to the Add Associate page.
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From the dropdown, select the Associate’s Country of origin.
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Complete the following sections:
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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.
- Select their preferred language.
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Personal Information:
- Name
- Phone Number
- Birthdate
- 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 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.
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