While most distributors will fill in the Enrollment Form, this will require successful collection of payment for an enrollment to be processed and a distributor to be created with the exception of the Administrative area.
Administrators have the option to either collect money for the enrollment or bypass the collection of payment altogether. Regardless of a distributor's enrollment process or whether or not payment was collected, all distributors can be viewed via the User Management area by administrators.
How to get there?
1. Log in as an admin on the website
2. Go to the admin menu Users> User Mgmt
What to see?
1. Search Field= This will allow admins to search for a specific user in your system by typing their name. You can also use the Advanced Search option as this will give you more filter option that you can use in searching a particular account.
2. Role Filter Tab= This will allow admin to filter the list based on the roles selected. When you go to the page, it will display all of the existing accounts in the system. When you select " Distributor", this will filter the list and will only display the Distributors on the website.
3. Add Button= This will allow admin to enroll Customers, Distributors and Users on the system without going through the normal process of Enrollment. Furthermore, this also allows Admins to bypass the payment during Distributor Enrollment in cases wherein the distributor will have to purchase an Enrollment option product in order to complete enrollment.
- User Mangement/First Commissions Training_: Click Here__
- User Management: Click Here
- MultiSoft Payment Due / Skip for Now Roles / Settings: Click Here
Hover your mouse over Add to Add Admin Users,Customers,Distributors, and Vendors:
- User*: Click Here
- Customer*: Click Here
- Add Distributor as Admin*: Click Here
- Service Provider*: Click Here
- Free Distributor*: Click Here
- Vendor*: Click Here
Clicking on a user's name displays a variety of different tabs:
- Personal/General Information Tab: Click Here
- Update Physical Address*: Click Here
- Other Information (how to chane email format, comapny, URL)* Click Here
- Created (edit)* Click Here
- My Personal Distributors/Customers Tab*: Click Here
- Autoship Tab*: Click Here
- Order History Tab*: Click Here
- Communications*: Click Here
- Notes*:Click Here
- Roles*: Click Here
- Social Media Sites*: Click Here
- Public Photo And Details*: Click Here
- Web Analytics*: Click Here
- Commissions*: Click Here
Hovering over a user's name displays a variety of different actions:
- Edit Distributor/Customer*: Click Here
- Promote to Distributor*: Click Here
- Sign in as this person: Click Here
- Delete*: Click Here
- Notes: Click Here
- Communications*: Click Here
- Trouble Tickets: Click Here
- Credit / Debit Cards*: Click Here
- Add Order*: Click Here
- Enrolling Sponsor*: Click Here
- Edit Status Rank: Click Here
- Commission Adjustment: Click Here
- Disable Commissions: Click Here
- Enable Distributor Pop UP: Click Here