The Team Dashboard > Sponsor/Enroller widget displays the contact information for the associate’s sponsor/enroller. An enroller is a person under whom the selected associate is enrolled.

What We’ll Cover

• Using the Widget
  • ENROLLER Tab
  • SPONSOR Tab
• Configuring the Widget
  • Finding the Page
  • Accessing the Settings
  • Widget Elements

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Using the Widget

The widget has two tabs by default:

• ENROLLER
• SPONSOR

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ENROLLER Tab

Contact information on the selected associate’s enroller.

Click the MESSAGE {enroller name} link to open the Web Office Messenger side panel.

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SPONSOR Tab

Contact information of the selected associate’s sponsor.

Click the MESSAGE {sponsor associate name} link to open the Web Office Messenger side panel.

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Configuring the Widget

The data types that appear in the widget can be customized in Web Office Admin.

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Finding the Page

In Web Office Admin, navigate to: Advanced Settings > Widgets.

[CLIENTID].admin.directscale.com/#/WidgetsSetup

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Accessing the Settings

1. Expand the Sponsor/Enroller section.
2. Click the + button to open the Sponsor/Enroller pop-up window.

Note: The SETTINGS tab contains no options in this configuration.

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Widget Elements

1. Under the WIDGET ELEMENTS tab, select the Customer Type.

   Customer Type is another name for Associate Type, read more: Base Associate Types, Associate Types, and Price Groups Explained

2. Select the Page Name where the widget is located. The only option is Team Dashboard).

3. Select the markets (i.e., countries) where the changes will apply.

4. Click the ELEMENTS button.

5. A series of checkboxes appear where you can select different elements to include in the Web Office Team Dashboard > Sponsor/Enroller widget.

   

6. Click SAVE. Repeat the steps for each market, if necessary.