# enterprise-new-version-account-management-guide

> Discover streamlined account management for enterprises, including creation, deletion, and VIP authorization. Optimize your structure effortlessly. Start designing now!

- **URL**: https://www.coohom.com/helpcenter/enterprise-new-version-account-management-guide
- **Locale**: en_US
- **Updated**: 2026-08-06

## Content

The new account management system helps enterprise administrators handle account creation, deletion, searching, department management, and VIP assignment more efficiently---ideal for daily member management and organizational maintenance.

For Users
=========

Enterprise admins and managers

Entrance
========

From the enterprise workspace, click **Account Management --- Employee Management** , then click **Switch to New Version** in the upper-right corner.

![](//qhstatic-sg-s3.coohom.com/image/png/1785983987975/D6EFC31ECCFE120187E1517F929A9961.png)

* If you need to temporarily use the old version, select **Back to Old Version** (not recommended for long-term use, as the old version will be discontinued soon).

![](//qhstatic-sg-s3.coohom.com/image/png/1785984034269/1AB5B5E4AEF12591D8C4569C289A7F8F.png)

New Version Overview
====================

After switching to the new account management page, you will see 5 modules:

**Module 1: Department Structure Management**

* Manage organizational units (add, delete, move).

**Module 2: VIP Display Area**

* Shows purchased and extra VIP quotas, along with binding details.

**Module 3: Account Operations Area**

* Export, create, and search accounts.

**Module 4: Account Display Area**

* Displays account information matching the filter criteria.

**Module 5: Extended Functions Area**

* Includes the account recycle bin and the option to switch between old and new versions.

![](//qhstatic-sg-s3.coohom.com/image/png/1785984104463/8B097E10691532C506942E7642467294.png)  

Department Structure Management
===============================

Create Sub-department
---------------------

1. You must create a department before adding members. The system provides a default root node. Click "**...** ", select **Create Sub-department** , enter the **Department Name** in the pop-up panel, and click **OK**.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987152800/98E589DF53031063F829BE2C3876DE90.png)

2. You can continue to **Create Sub-departments** under a sub-department, or **Edit** and **Delete** departments as needed.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987152682/C1B058C8B4DB0E6F69333A57752A407D.png)

Adjusting Department Structure
------------------------------

Click **Adjust the Department Structure** . You can choose between **Bulk Adjustment Department** and **Sort**.

![](//qhstatic-sg-s3.coohom.com/image/png/1785984141947/04F07603377543073D967CE8D33B31C1.png)

* **Bulk Adjustment Department**

Click **Bulk Adjustment Department**. In the pop-up panel, select specific departments to modify their parent node in bulk, allowing you to quickly restructure the department hierarchy.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987152462/778DBD2697AC47F1094F179430D4B9ED.png)

* **Sort**

Click **Sort** to activate the department sorting function within the organizational structure. Drag and drop to adjust the order and hierarchy of departments, then click **Finish Sort** to confirm the changes and exit edit mode.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987152373/0C84A8C108A09ED02703C52D6EDD16FC.png)

VIP Display Area
================

This area shows the total number of VIPs purchased by the enterprise and their usage status. The following example illustrates this:

* **Total VIPs**: 5
* **Used**: 2 (bound to accounts)
* **Available**: 3 (unassigned)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987152734/B24A5968E3EC5938EA530CD65EF8024F.png)

Account Operations Area
=======================

Adding Members
--------------

**Method 1: The Mailbox Creates a New Member**

1. Click **Add Member** --- **The Mailbox Creates a New Member** . Select a VIP type from the enterprise's available VIP accounts to assign to the new account, then click **Next**.

![](//qhstatic-sg-s3.coohom.com/image/png/1785984194617/F13DC1A6BD10556FE964DB167A893DD5.png)

![](//qhstatic-sg-s3.coohom.com/image/png/1785984204754/C2E5CCA35BFCA9760355E57E8FE20ADD.png)
2. Fill in the account information as needed, then click **Save** when finished.  
* **Note: Roles** is a required field. Please select the appropriate role based on actual needs to ensure proper functionality.  
![](//qhstatic-sg-s3.coohom.com/image/png/1785984223932/0F3339E068A2E955DCC57C8514FD0C1D.png)

3. After saving, the system will display a confirmation prompt stating that VIP benefits cannot be unbound once assigned. Click **Understood, Continue to Save** to complete the creation.

![](//qhstatic-sg-s3.coohom.com/image/png/1785984232535/45B29D376FD239A8FEEC2BF673ECB656.png)

⭐ Tip: After successfully creating an account, you must refresh the current page to see it in the list.

**Method 2: Moved In From Other Departments**

Select the target department, then click **Add Member** --- **Moved In From Other Departments** . In the pop-up window, select the existing accounts you want to move in and click **OK**.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987153058/B36D8A80E75EF838F055E97E6ECB5675.png)

![](//qhstatic-sg-s3.coohom.com/image/png/1785984265855/3B3F7AB4871259F1787C1AAD59AAB319.png)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987152294/3FD25A972E60BF675710506A3DD1E753.png)

Add Sub-department
------------------

This function has the same effect as add sub-department in the department structure.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987152908/BB417EC0BC8806875361B5EF54179D0A.png)

Batch Setting
-------------

Click **Batch Setting** to see two core functions related to VIP accounts: **Associate Account Privileges** and **Renewal Account Privileges**.

![](//qhstatic-sg-s3.coohom.com/image/png/1785984288490/011AC7CBD791F85957A9A9DD775B4567.png)

* **Associate Account Privileges**

1. After selecting multiple sub-accounts in bulk, you can click **Associate Account Privileges** to perform a batch binding operation for account privileges.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987152882/0E91D8563C4A0C24509F415DD745F7D6.png)

2. If any of the selected accounts already have privileges bound, a conflict prompt will appear, as shown below. You will need to remove the conflicting accounts and only associate privileges with unassociated accounts.

![](//qhstatic-sg-s3.coohom.com/image/png/1785984303192/E8D47B50B2DD82DF9380723658C7ECAC.png)

Note: For a single account, you can also set privileges via the following path:

* Click any member in the account list, and in the right-side panel that appears, select **Account Benefits --- Go to Settings**. Here you can view and configure benefits.

![](//qhstatic-sg-s3.coohom.com/image/png/1785984311151/99C02DA69F12EE6A7CB9C6ECE6449E35.png)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987162331/8DFD7CBB4CC9076D5CCCA5D9AEE6DA90.png)

* **Renew Account Privileges**

1. **Renew Account Privileges** allows you to renew privileges in advance for accounts nearing expiration. The prerequisite is that the enterprise must have enough available VIP licenses to perform the renewal.

2. Select the account(multiple selections allowed) and click **Renew Account Privileges**. When the renewal pop-up appears, the system will verify if the renewal conditions are met.

* The accounts to be renewed must not have a VIP membership bound for more than 30 days. This is to prevent operational errors---such as setting up a renewal for an account that is not yet due---which would prematurely consume VIP duration and waste VIP licenses.

![](//qhstatic-sg-s3.coohom.com/image/png/1785984325223/A6BCEE474D6D9DB4BB9C9AE9B0FF2F54.png)

![](//qhstatic-sg-s3.coohom.com/image/png/1785984331433/205F4893984A70E365DD7F95F30E00FD.png)  
3. If a relevant prompt appears, follow the instructions to remove the ineligible accounts, then proceed with the renewal for the remaining eligible accounts.

Enable or Disable Accounts
--------------------------

1. Select the accounts, then click **Enable/Disable** . In the pop-up panel, choose **Disable** and click **OK**. The process for enabling accounts is the same. (Batch operations with multiple selections are supported.)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987171236/2432EDFE2C007A9A4237AE856676AF2F.png)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987170555/C3682D81410A2836234D11F44785CBF4.png)

* You can also click an individual account and then click **Disable/Enable** in the details panel that opens on the right, as shown below:

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987171290/49E51AE26B61E56B6AE584D0AD85FFE8.png)

2. Please note the following when using this feature:

* In daily management, admins can Disable accounts for managers and other designers. Once an account is Disabled, the user cannot log in until an admin re-enables it. The data in a disabled account is retained and can still be used by other accounts.
  * Projects, models, textures, and other data are not deleted.
  * Shared projects and models remain in the team projects, and admins and managers can still edit these shared projects.
* For Enterprise plans, suspended accounts continue to incur charges. To avoid paying for unused user accounts, you can delete them directly.

Employee Data Handoff
---------------------

When an employee leaves, enterprise admins can use the **Employee Data Handoff** feature to batch copy Employee A's projects to Employee B.

* For detailed instructions, see the online documentation: [Click to view](https://www.coohom.com/helpcenter/enterprise-employee-project-data-handoff-guide?kjl_source=hc)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987172605/F1E40757DFDFCFACAB5F1D0280A56BE4.png)

Export
------

Select the desired mode to **export**. Once the export is complete, you can quickly download the file from the location shown below.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987171636/C0211047D61AB23E95C1C60A1F6CA337.png)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987171754/C046F9F517B9F9DD2AA62A157BE854BD.png)

Search Accounts
---------------

The system supports quick searches by **Email** and **Name**. Results will be displayed in the viewing area.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987171035/67032F6534C50309E234E35B74897622.png)

Account Display Area
====================

In the display area, you can use the search function in the upper-right corner for quick lookups. Multi-field filtering is also supported.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987170966/716D5B092C1A82FD2C914BBD24DF0A57.png)

Extended Operations Area
========================

The **Account Toolbox** provides four features, including **Account Recycle Bin, External Accounts,** and **Apply for a Trial Card**. Details are as follows:

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987170997/426AC4B944598D3962E161D8C309DED7.png)

Account Recycle Bin
-------------------

If an enterprise admin confirms an account can be deleted and removes it using the **Delete** button in the account details, they can later use the **Account Recycle Bin** to recover it if needed.

* Note: Deleted accounts are retained for 30 days before being permanently removed.

**Example:** After deleting an account, click **Account Toolbox --- Account Recycle Bin --- Restore** . The recycle bin retains accounts deleted within the last **180 days** and provides a recovery function.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987172130/7567412C85112B4F7FA3075148ED7AB1.png)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987170658/06B6988D20C0D58827C9B2C97DB957C6.png)

* When restoring an account, you must specify a department to store the recovered account. After the restoration is complete, go to the specified department in the organizational structure to confirm whether the recovered account has been successfully restored.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987171946/A37ADC76FD2B2AC3F2394F444B76E996.png)

External Accounts
-----------------

If your enterprise has purchased the **External Accounts** service and created accounts, you can access the corresponding management page via **Account Toolbox --- External Accounts**.

* If the External Accounts feature is not enabled, this entry and related data will not be displayed.

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987171290/DF20B77E5F99E472326754713C8E606D.png)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987170605/E50FA0C98FDD2EA0843A6EF3383B095E.png)

Apply for a Trial Card
----------------------

For scenarios like training, enterprises can independently apply for a 7-day VIP trial card to test features with training accounts.

* For detailed instructions, see the online documentation: [Click to view](https://www.coohom.com/helpcenter/enterprise-vip-trial-card-self-application-guide?kjl_source=hc)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987170917/42CC4407FA19D0DC4797E180F5AD10F9.png)

Back to Old Version
-------------------

If you need to use the old admin console in the short term, click **Back to Old Version** to change the interface.

* For detailed instructions on the old version of account management, see the online documentation: [Click to view](https://www.coohom.com/helpcenter/enterprise-old-version-account-management-guide?kjl_source=hc)

![](//qhstatic-sg-s3.coohom.com/yuntai/image/png/1785987171001/837E699EB9A3E6E63B9EF403160EEC8A.png)