Admin: Web Office Admin
Page: Advanced Settings > Settings
URL: [CLIENTID].admin.directscale.com/#/Settings
Permission: Setup Settings

With the Web Office Placement Suite, a Sponsor can move all their new and personally enrolled Associates to another position in the Sponsor’s organization. To use this page, you must set it up in Web Office Admin.

What We’ll Cover

• Setting New Associate Tree Placement Time Limit
• Selecting Available Customer Types
• Selecting the Default Placement Tree
• Selecting the Trees a New Associate Can be Moved to
• Changing the Placement Suite’s Default Instructions

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Setting New Associate Tree Placement Time Limit

Determine the number of days a new Associate can appear on the Placement Suite page before they need to be placed within a commission Tree.

1. Expand the Placement Suite section.
2. Locate the Must Place Days field
3. Enter the time limit in days (for example, 4).
4. Click SAVE.

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Selecting Available Customer Types

Determine which Associate Types will appear on the Placement Suite page to be placed and enrolled.

1. Expand the Placement Suite section.
2. With the Placement Suite Allow Customer Type dropdown, select the applicable Associate Types.
3. Click SAVE.

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Selecting the Default Placement Tree

Determines the Tree type the new Associate will be placed into on the Placement Suite page. They will add to the Associate user’s Residual Tree Level 1.

1. Expand the Placement Suite section.
2. Select the Placement Tree Type.
3. Click SAVE.

Note: While new Associates are in the Associate user’s Placement Suite, all commissions and bonuses are paid in the regularly scheduled weekly and monthly bonus periods based on their tree level in the Associate user’s Residual Tree.

Important: If the new Associate is not moved to another position in Associate user’s organization within the configured period, they will remain on the Associate user’s Level 1, creating a new leg in their Residual Tree.

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Selecting the Trees a New Associate Can be Moved to

Determines the Tree types Sponsors can move new Associates to after they’ve been placed on the Placement Suite page.

1. Expand the Placement Suite section.
2. With the Get Associates for Placement, select the Trees.
3. Click SAVE.

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Changing the Placement Suite’s Default Instructions

After you have configured these settings to your preference, better inform your Associates of the configurations, you made by changing the Placement Suite page’s default instructions to have the details of your configured rules.

To change the text:

1. In Web Office Admin, navigate to Content Management > Localization.
2. Search for the all_new_personal String Key.
3. Edit the String Key and enter your new Text Value.
4. Click SAVE.