Warning: Use caution when modifying settings. Improper settings could break your site design or functionality.
By default, you only have three Base Associate Types:
- Retail Customer
- Preferred Customer
What We’ll Cover
To access the Advanced Settings section, you must have the ViewAdvancedSettings() permission enabled for your Role.
Read more: Assigning Employee Permission Roles
Finding the Page
In Corporate Office, navigate to: Administration > Advanced Settings > Associate Types.
Adding a New Associate Type
Click the + Add Derived Type button.
The Add Associate Type pop-up window opens.
Enter a Description.
Make sure this provides a clear context for the new type.
Enable Is Retail if you want this Associate Type’s orders to be considered retail volume, which calculates differently in your Compensation Plan.
Enable Track Start Date to track the when an Associate becomes a certain Associate Type.
Important: To fully enable this feature, enable Associate Start Date in Advanced Settings > Associate CRM > CRM.
when enabled, an Associate’s Detail page will show the date of when they change Associate Types.
The Back Office Seed and Back Office Format fields configure the Back Office ID for an Associate Type.
Read more: Configuring Back Office IDs
Click the Save button.
If you want to make this Associate Type an option for new customers on the eCommerce Shop Enrollment page, you will need to create a custom Enrollment page and add the new option.