Admin: Corporate Office
Page: Administration > Advanced Settings > Configure Trees
URL: [CLIENTID].corpadmin.directscale.com/Settings/TreeConfiguration
Permission: ViewAdministration(), ViewAdvancedSettings()

You can enable, disable, and customize the configurations of your Trees.

What We’ll Cover

• Configuring All Trees
• Configuring the Binary and Matrix Trees

---

---

Configuring All 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 – Do not place the Associate in any Tree.

   • Defer – Only enroll an Associate once they’ve met a certain stat qualification.

     Works according to the Default Placement Defer Stat section. This type of rule is usually configured within the compensation plan.

   • FirstEmpty – Place the Associate in the first available location.

   • FirstEmptyRollup – The system checks if it placed the Associate’s Enroller in the Tree. If not, it will enroll the Associate within the next open spot of the enroller’s sponsor.

   • Strong – The Associate places in the Leg with the most primary volume.

   • Weak – The Associate places in the Leg with the least primary volume.

   • Inside – This option works for the Binary and Matrix Trees.

   • Outside – This option works for the Binary and Matrix Trees.

   • Left – This option works for the Binary and Matrix Trees.

   • Right – This option works for the Binary and Matrix Trees.

   • CollapseRetail – When a Retail Associate signs up underneath another Retail Associate, it tells the system to not keep 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.

     Important: To configure this widget see: Settings > Binary Placement Preferences Widget

4. Associate Types Placed – Determines which Associate Types to place in the Trees.

5. Default Placement Defer Stat – A compensation plan can configure a rule with criteria that need to be met before an Associate is enrolled in a Tree. If a rule like this is used, enter the rule’s Key into this field and choose Defer in the Default Placement Rule dropdown.

---

---

Configuring the Binary and Matrix Trees

1. 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. Additional names will continue to name the next Leg after the previous.

2. 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 at the start of a new generation.

     You can customize these to your preference and without limit. Some popular examples for placement patterns include:

     

     

     

     

     

3. 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.