Working Through the Initial Settings

Setting up your system for the first time can seem like a daunting undertaking; however, it involves a series of simple tasks.

Configure Tree Types

Admin: Corporate Admin
Page: Administration > Advanced Settings > Configure Trees
Permission: ViewAdministration(), ViewAdvancedSettings()

Warning: Do not change Tree settings after initialization. Contact Customer Care for any assistance.

You can enable, disable, and customize the configurations of your Trees. On the Configure Trees page, there are four options for Trees:

You’ll first configure the Enrollment Tree options. Then, do the same for your chosen Tree Type (Unilevel, Binary, or Matrix). Each Tree Type has their own similar but distinct settings.

You can read more about each type in Configuring Trees.

Add Additional Associate Types

Admin: Corporate Admin
Page: Administration > Data Editor
Permission: EditSqlEditorAdvanced()

Associate Types are numerical representations of an Associate’s purpose in your company. Being assigned a particular type allows them access to certain features, products, pricing, or commissions. You can manually add and delete Associate Types using the Data Editor.

By default, you have three Base Associate Types:

  • Distributor Associate - Customer who has signed up to sell for your company.
  • Retail Associate - Customer that shops in a Distributor Associate’s eCommerce Shop.
  • Preferred Customer - Customer that has signed up for an account to shop or an AutoShip.

To add a new Associate Type:

  1. Search for the CRM_AssociateTypes table and find the Associate Types you’d like to edit.

    Data Editor page
  2. Click the +New Row button.

  3. Click each field to add text values to the columns.

    Data Editor page

    The required fields are:

    • AssociateType: Enter the name of the new Associate Type.
    • Group: Enter 0 to make the Associate Type a visible option.
    • IsRetail:
      • Select the checkbox (True) if you want this Associate Type’s orders to be considered retail volume, which calculates differently in your compensation plan.
      • Unselect the checkbox (False) to disable.
    • BackOfficeSeed and BackOfficeFormat: These fields configure the Back Office ID for an Associate Type. Copy the text value displaying in the Base Associate Types or build your ID format.
    • TrackStartDate:
      • Select the checkbox (True) to track when an Associate becomes a particular Associate Type.
      • Unselect the checkbox (False) to disable.
      Read more: Enabling Associate Start Date Tracking.
  4. Once complete, click checkmark to save.

Suppose you want to make this Associate Type an option for new customers on the eCommerce Shop Enrollment page. In that case, you will need to create a custom Enrollment page and add the new option.

Customize the Associate’s Back Office ID Format

Admin: Corporate Admin
Page: Administration > Advanced Settings > Associate Types
Permission: ViewAdvancedSettings()

A Back Office ID is your Associate’s unique identifier. It’s generated when you add an Associate to the system. You can customize the ID format in the Corporate Admin Advanced Settings.

Can I change a Back Office ID?

You can customize the Back Office ID format for each Associate Type.

  1. Click the Edit button.

  2. The Edit Associate Type pop-up window opens.

    Important: If you need to edit these configurations, the pop-up will display the default settings. If you make any changes, IDs generated under the previous customizations will stay the same.

  3. Click the Build BackOffice Format button.

    The Build Back Office format pop-up window opens.

    Build Back Office format pop-up

    An example ID displays at the bottom of the pop-up.

  4. Configure the following settings:

    • Associate ID - Enter a number at which your Back Office IDs begin. By default, this field displays 1001.

    • Seed - Enter a number amount into the Seed field.

      By default, this field displays 90000. This amount combines with the number in the Associate ID field. The Back Office ID generation uses this sum. Depending on your need, this allows you to create a small or large amount of Back Office IDs.

      Note: This field is optional. You can remove it from the process by de-selecting the Use seed checkbox.

    • (Optional) Prefix and Suffix - Enter a number or character to the Prefix or Suffix fields. Whatever entered will always add to the front or back of the generated ID.

    • Transform - Select an option from the Transform dropdown. With this option, you determine which Hexadecimal format (Base 16) to use. By default, with Hexadecimal, the ID can have a mixture of numbers (0-9) and letters (A-F).

      Other options include:

      • None – Turns off Hexadecimal format. This selection generates an ID based on the previous settings (Associate ID, Seed, Prefix, and Suffix). The ID will be a sequential number based on the seed (Seed+1, Seed+2, etc.)
      • Hexadecimal 4+ digits – ID must have at least four digits.
      • Hexadecimal 8+ digits – ID must have at least eight digits.
      • Hexadecimal 16+ digits – Requires the Back Office ID have at least 16 digits.

      If the ID amount is less than required, the system adds zeroes in front to make up for the missing digits.

    • Format String - You have the default value {1:X}. This value is a C# Numeric Format String that takes the previous configurations (represented with 1) converts to Hexadecimal (X).

      You can use other C# Standard Numeric Format Strings, as well.

      If you have the previous options configured to your preference, then you can skip this field.

  5. Click the Use this Format and Seed button to save the configuration.

    In the Add Associate Type pop-up window, the Back Office Seed and Back Office Format update to your new format.

  6. Click the Save button to save the Associate Type.

Customize Your Marketing Sites URL Format

Admin: Web Office Admin
Page: Advanced Settings > Information
Permission: Setup Information

Replicated sites are an excellent way for your Associates to market themselves and your product. If you have a replicated site, this section will show you how to enter the URL and customize the URL format regarding the inclusion of the webalias.

Note: The Information page displays auto-filled company details such as Company Name, Provider, and Client API ID. These details are read-only, and modification is not allowed without DirectScale or your DirectScale partner developer’s help. Send a request via chat or email to Customer Care for any updates to these details.

The Replicated SiteUrl and Replicated SiteFormat fields are where you enter your replicated site’s URL and define the placement of the webalias, respectively.

Customizing Replicated Site URLs

To link your replicated site:

  1. Enter your URL without the protocol (http://www.) in the Replicated SiteURL field.

  2. Enter where the Associate’s username (webalias) will appear in the URL represented by {webalias} the Replicated SiteURL Format field.

    For example, {webalias} or{webalias}.

  3. Click the SAVE REP SITE URLS button.

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