Adding Associate Statuses

Admin: Corporate Office
Page: Administration > Associate Statuses
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Admin/AssociateStatuses
Permission: ViewAdministration()

You can create new Associate statuses and configure the results when an Associate is changed to the status.

To add a new status:

1. Click the + Add Associate Status button.

   

   The Add Associate Status pop-up window opens.

   

2. Enter a Name for the new Associate status.

3. Select which Class the new Status falls under.

   1. Active
   2. InActive
   3. Canceled

4. Select the Commission Class.

   1. Pay
   2. Hold
   3. Forfeit

5. Select the system effects the status has on the Associate.

   Note: These options were previously set with the GetStatusChangeOptions hook. If that hook is still active, you will not be able to select any of the checkboxes. You will have to configure these options in your product code. Or you can remove the hook to gain use of the UI. Contact Customer Care if you have any questions.

   Warning: Only someone with AngularJS web development experience should attempt modifications of your product code.

6. Click Save.