How to Manage Enterprise Master Account and Sub-Accounts

Welcome to the Enterprise Account Management feature! The Enterprise edition supports both master accounts and sub-accounts. The master account can create up to four sub-accounts, helping you better assign tasks and manage your team. Below is a detailed guide to help you get started quickly.

Creating a Sub-Account

1. Access Profile
   Click on "Profile" in the left navigation menu to enter the Personal Center page.

2. Enter Sub-Account Management
   Under "Account Information" in the Personal Center, find the "Sub-Account Management" section.

3. Add a Sub-Account
   Click the "Add Sub-Account" button, and the system will automatically create a new account named "Sub-Account 1" for you.

   

4. Fill in Sub-Account Information
   In the sub-account information form, fields marked with a red asterisk (*) are mandatory. Please ensure all required information is provided.

   • Phone: Enter the mobile number for the sub-account (no prior registration required).

   • Other Information: Fill in other relevant details as needed.

5. Save and Create
   After completing the form, click the "Save" button to successfully create the sub-account.

Managing Sub-Accounts

• Modify Sub-Account Information
  The master account can modify sub-account details, including the mobile number and other information, at any time. After making changes, click "Save" to apply them.

• Delete a Sub-Account
  If you need to delete a sub-account, click the "Delete" button next to the corresponding sub-account. Please note that this action will permanently erase all data associated with the sub-account. Proceed with caution.

Important Notes

• Mobile Number Requirements
  The mobile number for a sub-account does not need to be registered in advance. If the number is already registered, the sub-account’s plan will automatically switch to "Enterprise Sub-Account," while retaining all other data.

• Shared Email Domain
  Sub-accounts can directly use the email domain registered by the master account without additional setup.

• Independence of Sub-Accounts
  Sub-accounts operate independently of one another. Templates, tasks, domains, and other data created under one sub-account will not be synchronized with others.

• Deleting a Sub-Account
  Deleting a sub-account will permanently erase all its data, including tasks and templates. This action is irreversible, so please proceed carefully.

• Changing a Mobile Number
  When modifying the mobile number of an existing sub-account, the new number will inherit all data from the original sub-account and become the new sub-account, while the old sub-account will be deleted.

With the steps above, you can easily create and manage your Enterprise master account and sub-accounts. The sub-account feature is ideal for team collaboration, enabling efficient task allocation and team management. If you have any questions during the process, feel free to contact our customer support team for detailed assistance!