Admin: Corporate Admin
Page: Associates > Search 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:
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In Corporate Admin, find and select an Associate to navigate to their Detail page.
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Click the icon.
/Managing Associates/Changing Associate Statuses/CA-ChangeStatusButton.png)
The Change Status pop-up window opens.
/Managing Associates/Changing Associate Statuses/CA-ChangeStatusPopup.png)
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Click the Status drop-down and select the new status.
/Managing Associates/Changing Associate Statuses/CA-ChangeStatus-StatusSelections.png)
Default status options:
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Active (default) — The Associate is qualified. No issues with the account.
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Inactive — Commissions will be held.
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Deleted — No longer with the company.
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Suspended — Not canceled but under review.
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Terminated — No longer with the company.
You can add more statuses to suit your needs. See Adding Associate Statuses.
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A prompt will appear to list which actions will occur upon changing the Associate's status.
/Managing Associates/Changing Associate Statuses/CA-ChangeStatus-StatusPrompt.png)
If the change does not trigger an action, None will display in the prompt.
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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:
/Managing Associates/Changing Associate Statuses/CA-AssociateInfo-ServiceLog.png)
The new status reflects on the Associate’s Detail page:
/Managing Associates/Changing Associate Statuses/CA-AssociateStatus-Inactive.png)
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