Adding Associates

Learning Experience Team

April 30, 2020 02:26

Admin: Corporate Admin
Page: Associates > Search Associates
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 directly from the Corporate Admin:

Click the New Associate button.

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

You navigate to the Add Associate page.
From the dropdown, select the Associate’s Country of origin.
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 username 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:
  - Name
  - Phone Number
  - Birthdate
    
    Changing the Minimum Enrollment Age
  - Social Security Number (SSN)/Federal Identification Number (FIN)/Value Added Tax (VAT).
    
    How Do I Disable the Social Security Number (SSN) Requirement?
3. Enter the Associate’s Billing Address.
4. Enter the Associate’s Shipping Address.
5. Select the Same as My Billing Address to match the Shipping Address with Billing Address.
Select Send Welcome Email to send out a welcome email to the new Associate.
Select Accept Terms and Conditions.
Click Create Account.

Troubleshooting

I Can’t View an Associate’s Site or Enroll Under Them