This page allows you to enable/disable and customize the configurations of your trees.

What We’ll Cover

• Finding the Page
• Configuring the Enrollment and Unilevel Trees
• Configuring the Binary and Matrix Trees

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Finding the Page

In Corporate Office, navigate to: Administration > Advanced Settings > Configure Trees.

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

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Configuring the Enrollment and Unilevel Trees

1. Is Enabled – Enable the tree when selected, and disable it when unselected.

2. Is Sponsor Tree – Determine which tree will be the sponsor tree. You can only have one selected at a time; usually seen in the Visual Tree.

3. Default Placement Rule:

   • DoNotPlace – When an associate enrolls, they will not be placed in any Tree.
   • Defer – Works according to the Default Placement Defer Stat section below, only enrolling an associate once they’ve met a certain stat qualification. This type of rule is usually configured within the Compensation Plan.
   • FirstEmpty – When an associate enrolls, they will be placed in the first available location.
   • FirstEmptyRollup – The system will go and check to see if the associate’s enroller is placed in the tree; if not, it will enroll the associate within the next open spot of the enroller’s sponsor.
   • Strong – The associate will be enrolled in the leg that has the most primary volume.
   • Weak – The associate will be enrolled in the leg that has the least primary volume.
   • Inside – This option works mainly for the Binary and Matrix trees.
   • Outside – This option works mainly for the Binary and Matrix trees.
   • Left – This option works mainly for the Binary and Matrix trees.
   • Right – This option works mainly for the Binary and Matrix trees.
   • CollapseRetail – When a Retail Associate enrolls underneath another Retail Associate it tells the system to not retain the tree hierarchy and will instead collapse them up.
   • UsePreference – Allows associates to determine their tree rules by adding the Settings > Binary Placement Preferences widget to the Web Office using the Web Office Admin.

4. Associate Types Placed: Determines which Associate Types can be placed in the trees.

5. Default Placement Defer Stat: A compensation plan can configure a rule that has criteria that needs to be met before an associate is enrolled in a tree. If a rule like this is used, simply enter the rule’s ID into this field and choose Defer in the Default Placement Rule dropdown.

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Configuring the Binary and Matrix Trees

1. Is Enabled – Enable the tree when selected, and disable it when unselected.

2. Is Sponsor Tree – Determine which tree will be the sponsor tree. You can only have one selected at a time; usually seen in the Visual Tree.

3. Default Placement Rule:

   • DoNotPlace – When an associate enrolls, they will not be placed in any tree.
   • Defer – Works according to the Default Placement Defer Stat section below, only enrolling an associate once they’ve met a certain stat qualification. This type of rule is usually configured within the Compensation Plan.
   • FirstEmpty – When an associate enrolls, they will be placed in the first available location.
   • FirstEmptyRollup – The system will go and check to see if the associate’s enroller is placed in the tree; if not, it will enroll the associate within the next open spot of the enroller’s sponsor.
   • Strong – The associate will be enrolled in the leg that has the most primary volume.
   • Weak – The associate will be enrolled in the leg that has the least primary volume.
   • Inside – The associate will be enrolled in the inside leg of the enroller.
   • Outside – The associate will be enrolled in the outside leg of the enroller.
   • Left – The associate enrolled will be added to the first name entry in the LegNames field.
   • Right – The associate enrolled will be added to the last name entry in the LegNames field.
   • CollapseRetail – When a Retail Associate enrolls underneath another Retail Associate it tells the system to not retain the tree hierarchy and will instead collapse them up.
   • UsePreference – Allows associates to determine their tree rules by adding the Settings > Binary Placement Preferences widget to the Web Office using the Web Office Admin.

4. LegNames – Entries in this field will name your tree’s legs.

   If there is more than one entry, the proper way to separate names is with a comma and no spaces.

   For example: left,right.

   The first entry will always name the left leg, and any additional names will continue to name the next leg after the previous.

5. Associate Types Placed – Determine which Associate Types can be placed in the trees.

6. Default Placement Pattern – This field allows you to create a tree placement pattern for newly enrolled associates.

   The entry options are:

   • L – Will add an associate on the next open left leg in a tree.

   • R – Will add an associate on the next open right leg in a tree.

   • B – This option is added at the end of a pattern sequence and will enroll new associates to keep the number of associates in each leg equal.

   • | – When this option is placed between two pattern sequences it will alternate between the patterns on the start of a new generation.

     These four options can be customized to your preference, and without limit. Some popular examples for placement patterns include:

     

     

     

     

     

7. Default Placement Defer Stat – A compensation plan can configure a rule that has criteria that needs to be met before an associate is enrolled in a tree.

   If a rule like this is used, simply enter the rule’s ID into this field and choose Defer in the Default Placement Rule dropdown.

8. Compress Leg – When an associate is deleted, the leg name entered in this field is the one that will compress the generations below to balance and fill in the blank place for the deleted associate.

   This feature is optional. If you choose to use the function, please contact Customer Care before configuring; improper configurations can cause issues with site functionality.