Account – User Management

1. Overview

The “User Management” feature provides users with a convenient way to manage account permissions and invite new users.

Through the “User Management” interface, users can view existing user information clearly and manage permissions as needed. At the same time, they can invite new users to join and assign permissions flexibly, helping meet the needs of team collaboration and multi-role management while improving both efficiency and account security.

2. User Management Features

(1) Access Path

Users can navigate to Top-right profile icon → User Management to enter the “User Management” interface, where they can view and manage existing user information.

(2) Existing User Information Display

The “User Management” page displays added users in a list format, including the following key information:

Email Address

Displays the user’s email address, which serves as one of the user’s primary identifiers.

Last Login Time

Shows the last time the user logged in to the platform, helping users understand account activity.

Account Role

Indicates the user’s role within the account, such as “Owner”, which represents the highest level of account permissions.

Action Options

Each user entry provides two management options:

  • Manage Permissions

  • Remove Access

(3) User Permission Management

Manage Permissions

Click the “Manage Permissions” button to open the permission management page for the selected user. Based on business needs, users can assign or adjust permissions such as updating account information or managing products and services (specific permissions depend on the platform configuration).

Remove Access

If a user no longer needs access to the platform account, click “Remove Access” to revoke that user’s access and management permissions.

3. Invite New Users

(1) Access Point

At the bottom of the “User Management” page, there is an “Invite New User” section where users can invite new members.

(2) Invitation Process

Enter Email Address

Enter the invitee’s email address in the input field and make sure it is correct.

Select Permission Type

  • All Permissions - The invited user will receive a higher level of account permissions and be able to perform more account operations.

  • Choose Permissions - Users can manually select specific permissions based on actual needs and assign customized access rights to the invitee.

Send Invitation

After entering the email address and selecting the permission type, click “Send Invite”. The system will send an invitation link to the invitee’s email address.

(3) Invitee Handling the Invitation

Existing Account

If the invitee already has a platform account, clicking the invitation link will associate their account with the current account, allowing them to access and operate related resources based on the assigned permissions.

No Existing Account

If the invitee does not have a platform account, clicking the invitation link will guide them to register a new account. Once registration is completed, they will automatically join the current account and receive the assigned permissions.

 

Through the “User Management” and “Invite New User” features, the platform provides users with an efficient account collaboration and permission management system, helping them manage account users more easily, support team collaboration, and improve both account security and coordination.

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