Before creating a new associates, you are recommended to create an Associate Type first (if that category does not already exist)

STEP 1: CREATE - New Associate Type

 

Login as an Admin and click Launch the Admin Module

 

Navigate to Associate Type under Associates and Locations main menu.

 

Click Create New to add a new type or click on Edit (pencil) icon to edit the existing one.

 

Enter a name for the type, eg: Partner
Click Create button to create the type.

 

 

To make a change to an existing Associate Type - simply click on the Edit icon

When changes are complete - select SAVE - to update your changes.

 

 

 

Proceed to Step 2 - Associates - Create / Edit Associates

Associated Locations