Updating an Associate's Corporate Communications

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

You can update an Associate’s Corporate Communication preference for them in Corporate Admin.

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

  2. Click the Corporate Communications button.

    The Corporate Communications pop-up window opens.

    Corporate Communications pop-up window
  3. Enable or disable either communication type.

    • Subscribe by Email - Associate will receive emails from corporate to their email address on file.

    • Subscribe by Text - Associate will receive text messages from corporate to their mobile phone number on file.

  4. Click Save changes.

  Associate’s can do this themselves in Web Office. Read more in Configuring Communication Settings in Web Office
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