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Feature Overview

Account Management under "Management"

For Users

All enterprise users（enterprise account administrators）

Key Scenarios

Account Creation: Add new accounts after enterprise registration.
Account Deletion: Remove accounts when employees leave.
VIP Authorization: Assign VIP privilegess to employees for tool access.

Core Value

Enables administrators to perform daily tasks:

Main Operations: Create, delete, update, and search accounts.
Department Management: Organize team structures.
VIP Permissions: Control access to premium services.

How to use

1. Introduction to the New Account Management Version

1.1 Accessing the New Version

Log in enterprise account.
Navigate to: Management → Account Management.
Click 【Switch to New Version】 in the upper-privileges corner to toggle between versions.

1.2 Back to the Old Version

After switching to the new version, you’ll notice:

Updated button layouts for improved usability.
Expanded functionality compared to the old version.

For temporary use of the old version, select [Back to Old Version]. Long-term use is not recommended as it will be discontinued soon.

2.New Version Workspace Overview

After switching to the new organizational account management interface, there are 5 modules:

Module 1: Department Structure Management

Manage organizational units (add, delete, move, search)

Module 2: VIP Display Section

Displays purchased and additional VIP quotas with binding details.

Module 3: Account Operations Section

Export, create, and search accounts

Module 4: Account Display Section

Displays account information matching filter criteria

Module 5: Extended Operations Section

Includes account recovery bin and new/old version switching functions

2.1 Department Structure Management

After an enterprise account is created but before adding user accounts, departments must first be established. A root node is provided by default.

Step 1: Hover the root node and click 【Add Sub-Department】

Step 2: Enter the department name and notes （optional）, then click [OK] to create a Level 2 node. Under it, you can add Level 3 nodes or delete nodes.

Step3: Click [Adjust the Department Structure] to sort or modify the department structure.

Step4: Click [Bulk adjustment department] to activate the batch department adjustment feature. By selecting a specific department node, you can modify the parent node in bulk, enabling rapid adjustment of the department hierarchy structure.

Step5: Click [Sort] to activate the department sorting function in the organizational structure. Adjust the order and hierarchy of departments by dragging, then confirm the changes by clicking [Finish sort] to exit edit mode.

2.2 VIP Display Section

This area shows the total number of VIP purchased by the enterprise and their usage status.

Example Display:
1/5 indicates:

Total VIPs: 5
In Use: 1 (bound to an account)
Available: 4 (unassigned)

2.3 Account Operations Section

Account Operations Section section includes the following functions:

Create Account:
- Create a new account via email.
- Move an existing account from another department.
Add Sub-Department
VIP Binding & Renewal
Account Disable & Enable
Export Data

① Creating an Account

To create a new account, click the entry [The mailbox creates a new member], then follow these steps:

Step 1: Choose a VIP account from the enterprise’s available VIP accounts to assign to the new account.

Step 2: After clicking Next, proceed to Step 2: Complete the account information （including email and password）

Step 3: The role is mandatory. Select one of the following based on actual needs to ensure proper functionality【Manager、Desinger、Head Designer、Designer Mananger】

Step 4: After completing the setup, click [SAVE]. The system will display a confirmation prompt stating that VIP privilegess cannot be unbound once assigned. Click [Understand] to complete the creation.

Step 5:After creating an account, you must refresh the page to see it in the list.

② Moving an Existing Account from Another Department

Step 1: Click [Moved In From Other Departments]
Step 2: Select an existing account to move.
Step 3: Save – the transfer will process automatically.

③ Adding a Sub-Department Under Current Department

This performs the same function as hovering over the organizational tree and using 'Add Sub-Department' to create a sub-department under the current one.

④ VIP Bulk Operations

The new version backend provides two core functions for VIP-related account :

VIP Bulk Association
VIP Renewal: This feature requires contacting the designated operations team for trial activation before use.

VIP Bulk Association

After selecting sub-accounts in bulk, you can perform privilege operations by clicking [Associate account privileges], which supports VIP Bulk Association.

If the batch-selected VIP accounts are already associated with VIP privileges, a [Conflict] will appear as shown in the figure below. You need to remove the conflicting accounts and perform VIP association/operations only on the unassociated accounts.

For individual accounts, VIP operations can also be performed by clicking:

[Account List]——[Acount benefits]——[Go to Settings]
to view and configure privilege settings.

Batch Renewal of Privileges

Batch VIP renewal refers to setting up post-expiration VIP privileges for accounts that are about to expire, provided the enterprise has sufficient available VIP licenses for renewal.

Steps (same as batch VIP assignment):

Bulk select the target accounts.
Click the button shown in Figure 1-2 to proceed.

After the renewal pop-up appears, the system will verify whether the conditions for renewal are met:

Requirement:
The account to be renewed must not already have a VIP membership bound for more than 30 days. This is to prevent accidental misuse by the enterprise—such as setting a renewal for an account that is not yet due to expire—which would prematurely consume the VIP duration and waste the VIP license.

If the following prompt appears, follow the instructions to remove non-compliant accounts and proceed with renewing the remaining eligible accounts.

(Note：This feature requires the merchant to contact operations to request authorization for activation. By default, this feature is not available to enterprises.)

⑤ Account Disabling and Enabling

In daily management, for scenarios where certain accounts need to be temporarily suspended, enterprises can:

Select accounts in bulk.
Click [Enable/Disable] to quickly enable or disable them in batches, thereby restricting login access.

Alternatively, you can enable or disable a single account by clicking on it and using the side pop-up window, as shown in the figure below:

⑥ Account Export

The new version provides multiple export options compared to the old version (which only supported full exports). Now supported:

Export selected accounts
Export accounts from current department
Export all accounts

After clicking Export, the system will begin processing and support quick download from the location shown in the figure below once completed.

Compared to the old version, the new export function provides more extensive fields, now including VIP associations, rendering schemes and creation statistics.

2.4 Account Search & Display Section

This section provides account search and display functionality.

The system enables quick searches by [Email and Name], with results displayed in the viewing area while supporting multi-column field filtering capabilities.

2.5 Extended Operations Section

The extended operations section provides commonly used [Account Tool Services], such as the currently launched [Account Recycle Bin Feature]. More account utilities will be added to this area in the future—stay tuned!

① Account Recycle Bin Feature Introduction

If an enterprise administrator determines that an account can be deleted and removes it via the account details' delete button, the account can be restored if needed by using the [Account Recycle Bin].

(Note: Deleted accounts are retained for 30 days before permanent removal.)

Example：

Step 1: Simulate Deleting an Account

Step 2: Restore via Recycle Bin

The Recycle Bin retains accounts deleted within the last 180 days and provides a restore function.

When restoring an account, you must specify a department to host the recovered account.

Once the restoration is complete, navigate to the designated department in the organizational account structure to confirm that the recovered account has been successfully restored.

② Return to Legacy Version (Organization Account Portal)

If there is still a need to use the legacy backend version in the short term, you can click [Back to Old Version] to switch back.

③ APIC Account Management

If an enterprise has purchased API services and created accounts through the API, it can access the management page via Toolbox > APIC Management.

Click to access the APIC management list. If APIC capability is not enabled, the entry or data will not be displayed.

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[Enterprise] New Account Management

Feature Overview

For Users

​Key Scenarios

Core Value

How to use

1. Introduction to the New Account Management Version

2.New Version Workspace Overview

Key Scenarios