I. Direct Client Scenario:
2. On the member account management page, click Add member.
3. On the Add member page, select Invite member. 4. Set the account ID, member name, finance permission, payment mode, department, and whether to allow the member to actively quit the organization. You can obtain the account ID on the account information page. 5. Click OK, and the information of the invited member will be verified. The account you invite must have completed enterprise identity verification and cannot have joined any other organization before. The verified entity of the invited account needs to be either the same as or associated with that of the admin account. If the association is not completed, contact your sales rep.
6. After the member is successfully invited, the invitation information will be retained for 15 days. You can check the invitation records by selecting organization change record on the left sidebar and selecting the Member invitation record tab. II. Distributor Sub-Customer Scenario
Note:
In a distribution scenario:
It is necessary to ensure that the distribution relationship of all the member accounts in the group are unified, i.e., member accounts and admin accounts must belong to the same distributor. When a new account is invited to join the organization, the prerequisites must be met that the invited account and the group administrator belong to the same distributors.
The payment mode for a member account only supports pay-on-half currently.
2. On the member account management page, click Add member.
3. On the Add member page, select Invite member.
4. Fill in account ID, member name, department, and whether to allow the member to actively quit the organization. The account ID can be obtained on the account Information page. Note:
View bills is chosen for finance permission by default in the distributor sub-customer scenario. The payment mode temporarily only supports pay-on-behalf.
If it is necessary to create a department, you can refer to add department. 5. Upon completion, click Confirm. The information verification of the invited member is required. The verification content is as follows:
The invited account needs to complete the enterprise real name authentication and doesn't join any group or organization.
The enterprise real name authentication entity must align with the management account.
It is essential to ensure the unified distribution relationship for all the member accounts under the group, i.e., the member account and the administration account belong to the same distributor.
6. Once the invitation is successful, the invitation information will remain valid for 15 days. You can choose organization change record on the left sidebar, and choose the Member invitation record tab to view the invitation details, as shown below: I. Direct Client Scenario:
Note:
The organization
creator can create members under the current entity (which is the admin account's entity) or other entities. Creating a member under the current entity
2. On the member account management page, click Add member.
3. Fill in the fields according to your needs: Member name, Entity, Finance permission, and Department.
For the entity, select Current entity.
To create members, select Pay-on-behalf by default.
4. Click OK, and the member account will be created automatically and inherit the identity information of the creator.
You can select organization change record on the left sidebar and click Member change record > Member creation record to view the creation record and result.
Creating a member under other entities
1. Contact your sales rep to apply to associate with other entities.
2. After the entity is successfully associated, log in to the TCO console and select Verified entity management on the left sidebar. In the entity list, click Invite member in the Operation column to invite the member under the target entity to join the organization. For details, see the Inviting a member tab in this document. 4. Under the Entity list tab on the Verified entity management page, click Create member to enter the Add member page and select Create member as the adding method.
5. Complete all the other required information, select Other entities as the entity, and select an entity in the drop-down list.
Note:
Self-pay is selected by default when a member is created.
If it is necessary to create a department, you can refer to add department. 6. The entity admin account will review the member creation application, and the member can be successfully created after the application is approved. The created member account will inherit the enterprise identity information of the entity admin account. You can select organization change record on the left sidebar and click Member change record > Member creation record to view the creation record and result. II. Scenario: Sub-Customer Reseller
2. On the member account management page, click Add Member.
3. Enter the name and department as required.
Note:
View bills is chosen for finance permission by default in the distributor sub-customer scenario. The payment mode temporarily only supports pay-on-behalf.
If it is necessary to create a department, you can refer to add department. 4. Upon clicking OK, a member account will be created automatically, which will inherit the enterprise real name information of the creator. You can choose Member Change Record > New Member Record to view the creation record and its results in organization change record on the left sidebar, which is shown below:
5. The created member inherits the enterprise real name verification entity of the admin account by default and binds the same distributor sub-account relationship as the admin account.
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