Viewing Associate Trees

Admin: Corporate Admin
Page: Associates > Find Associates > Associate Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Detail?id=[ASSOCIATE_ID]
Permission: EditAssociate()

You can view an Associate’s Tree placement and downline.

Finding a Tree

Trees page

In Corporate Admin, find and select an Associate to navigate to their Detail page.

  1. Click the Trees tab.

    Trees tab
  2. Select which Tree you want to view.

    Whichever page you select will display the Associate’s Tree table.

    Trees table

    Tree URLs:

    • Enrollment - [CLIENTID].corpadmin.directscale.com/Corporate/CRM/EnrollmentTree?id=[ASSOCIATE_ID]

    • Unilevel - [CLIENTID].corpadmin.directscale.com/Corporate/CRM/UnilevelTree?id=[ASSOCIATE_ID]

    • Binary - [CLIENTID].corpadmin.directscale.com/Corporate/CRM/BinaryTree?id=[ASSOCIATE_ID]

    • Matrix - [CLIENTID].corpadmin.directscale.com/Corporate/CRM/MatrixTree?id=[ASSOCIATE_ID]

Viewing Trees

  1. Use the Period Selector to view a Tree from a previous period.

    Trees Period Selector
  2. Click the arrow next to a name to expand, showing that particular Associate’s downline.

    Expand the tree
  3. Click an Associate’s name to view their Detail page.

    Associate name link

    The legend at the right features color codes for specific statuses.

    Legend
  Developers can modify the colors by overriding the GetAssociateTreeLabel Hook in the Client Extension.

Web Office Visual Tree

Web Office Visual Tree

The Visual Tree in the Web Office offers Associates a better view into their downline structure. Use this page to view the Tree’s hierarchy and specific data for individuals.

For more information, see Customizing the Web Office Visual Tree.

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