A Back Office ID is your Associate’s unique identifier. It’s generated when you add an Associate to the system. You can customize the ID format in the Corporate Office Advanced Settings.

What We’ll Cover

• Finding the Page
• Adding an Associate Type
• Building Back Office Format

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Finding the Page

In Corporate Office, navigate to Administration > Advanced Settings > Associate Types.

[CLIENTID].corpadmin.directscale.com/Settings/AssociateTypes

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Adding an Associate Type

You can customize the Back Office ID format for each Associate Type.

To add a new Associate Type:

1. Click the + Add Derived Type button.

   

   This opens the Add Associate Type pop-up window.

   

2. Enter the Associate Type name in the Description field.

To edit an existing or default Associate Type:

1. Click the Edit button.
2. The Edit Associate Type pop-up window opens.

If you need to edit these configurations, the pop-up will display the default settings. If you make any changes, IDs generated under the previous customizations will stay the same.

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Building Back Office Format

To customize the generated ID, you must configure the ID format.

1. Click the Build BackOffice Format button.

   This opens the Build Back Office format pop-up.

   

   An example ID displays at the bottom of the pop-up.

2. In the Associate ID field, type the number your Back Office IDs begin at.

   By default, this field displays 1001.

3. Type a number amount into the Seed field.

   By default, this field displays 90000. This amount combines with the number in the Associate ID field. The Back Office ID generation uses this sum. Depending on your need, this allows you to create a small or large amount of Back Office IDs.

   This field is optional. You can remove it from the process by de-selecting the Use seed checkbox.

4. Add a number or character to the Prefix and/or Suffix fields.

   Whatever entered will always add to the front or back of the generated ID.

   These fields are optional.

5. Choose an option from the Transform dropdown.

   This determines if the settings are configured with a Hexadecimal format (Base 16). By default, with Hexadecimal, the ID has the potential to have a mixture of numbers (0-9) and letters (A-F).

   The other options include:

   • None – Turns off Hexadecimal format. Generates an ID based on the previous settings (Associate ID, Seed, Prefix, and Suffix).
   • Hexadecimal 4+ digits – ID must have at least four digits.
   • Hexadecimal 8+ digits – ID must have at least eight digits.
   • Hexadecimal 16+ digits – Requires the Back Office ID have at least 16 digits.

   If the ID amount is less than what’s required, the system adds zeroes in front to make up for the missing digits.

6. In the Format String field, you have the default value {1:X}. This value is a C# Numeric Format String that takes the previous configurations (represented with 1) converts to Hexadecimal (X).

   You can use other C# Standard Numeric Format Strings, as well.

   If you have the previous options configured to your preference, then you can skip this field.

7. Click the Use this Format and Seed button to save the configuration.