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:

  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
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