Changing Associate Statuses

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

From an Associate’s Detail page, you can update the Associate’s status. Changing their status can affect their commission payments, permissions, and login status.

To change an Associate’s account status:

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

  2. Click the Change Status button.

    Change Status button

    The Change Status pop-up window opens.

    Change Status pop-up window
  3. Click the Status dropdown and select the new status.

    Default status options:

    • Active (default) – The Associate is qualified. No issues with the account.
    • Inactive – Commissions will be held.
    • Deleted – No longer with the company.
    • Suspended – Not canceled but under review.
    • Terminated – No longer with the company.

    Is There a Set Time Period for the “Inactive” Status Class?

    You can add more statuses to suit your needs.

    Read more: Adding Associate Statuses

  4. Click Update Status.

When you change the status, the system adds an entry to the Associate’s Service Log noting what the status was changed to, when, and by whom:

Service Log entry

The new status reflects in the Associate’s Detail page:

New status

How Do Associate Statuses Affect Commissions?

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