Hierarchy Issues - Hierarchy (upline) is Wrong and Needs to be Edited
Related Articles
Production Hierarchy Changes (Upline in Another Agency)
The way the HCMS software is designed, Admins currently cannot select uplines in another agency for Production Hierarchy, only Corporate has that capability. We anticipate that this will change with a future update and Admins will have the capability ...
Account/Profile Information - How to View Upline(s)/Downline(s)
Log into your HCMS account Click the profile icon in the upper-right corner of the screen Click "View profile" 4. Scroll down to the Upline and Downline sections for both Contracting Hierarchy and Production Hierarchy
Requests - How to Create a Hierarchy Change
Click on the plus sign icon and select “Contracting Hierarchy Request” in the drop-down Select the downline agent Select the radio button that best fits the transfer type Intra: within the same agency Inter: to another agency Select the new upline ...
Document Issues - Document is Encrypted
Currently, NLC does not support encrypted PDF files. You will receive an error message if you try to upload one. A workaround would be to take a screenshot of the document you want to upload, export it in PDF format, and then upload it. Please keep ...
Contracting Issues - Why Can't I Create a Contract Request?
There may be one or more issues with your profile that need to be corrected if you cannot create a contract request. It may be due to an expired license or expired AML training. Go to the issues page, review open issues, and then take the necessary ...