Warning: Modifying advanced settings could break your site design or functionality if you are not sure of what you are doing. Please use caution when using this feature. Reach out to Customer Care if you have any questions.
When you are first initialized, you only have three Base Associate Types.
Typically, these are:
- Distributor Associate
- Retail Associate
- Preferred Customer
To learn more see: Base Associate Types, Associate Types, and Price Groups Explained
What We’ll Cover
Finding the Page
In Corporate Office, navigate to: Administration > Advanced Settings > Associate Types.
Adding a New Associate Type
Click the + Add Derived Type button.
This opens the Add Associate Type pop-up window.
Type an identifying Description.
Make sure this provides clear context for the purpose of the new type.
Select the Is Retail checkbox if you want this associate type’s orders to be considered retail volume, which calculates differently in your Compensation Plan.
Select the Track Start Date checkbox if you want to track an associate’s Start Date while they are classified as this associate type.
To completely enable this feature you will need to select this checkbox and check the Associate Start Date checkbox in the CRM section of the Associate CRM tab.
If this feature is enabled, an associate’s Summary page will display a date next to an upward arrow icon, which displays 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. The configuration process will be further detailed in Configuring Back Office IDs. Altering these two fields is optional.
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.