Organization

Members and Departments

  • In Members and Departments, you can add and modify member and department information, and view and modify information about resigned users

Members

  • On this interface, you can search to view basic member information (username, account status, department, position, etc.)

Basic Member Information

  • Click Details to view and modify detailed member information (user login name, mobile phone number, email, custom information, etc.; you can also set the user account status to resigned or disable the account)

Detailed Member Information

Import/Export Members

  1. Click Add Member, fill in the required and optional information, then click the Confirm button to directly add a single member

Add Member

  1. Click Batch Import/Export, download the blank template or export the table, fill in the relevant information, then upload the table to batch add or modify member information

Batch Import

Departments

  • On this interface, you can view department headcount, department sub-departments, and department group information, and also search and filter to view specific department information

Basic Department Information

  • Click Details to view and modify the department name and parent department; create or modify department group information (such as department group name and group owner)

Detailed Department Information

  • Click Create Department, enter the department name, select the parent department, then confirm whether to create a department group at the same time by checking the option, and click Confirm to add the department

Create Department

Tip

Members of the department group must include the members of that department, and the group owner can be a non-member of that department.

Resigned Members

  • In the member details, the member can be marked as resigned (administrators can restore the account)
Warning

The resigned account will be forcibly logged out and cannot log in. Resources in the account will be transferred. A restored account will not regain its original resources.

Resigned Member

  • On the Resigned Members interface, you can search and view all information related to resigned members (resignation date, number of days, and the member's original department)

Resigned Members

  • Click More to choose to restore the resigned member (resources in the account cannot be restored)

Restore Member

Member Field Management

Member Field Management can manage the system preset fields of members, and add custom fields to extend member information. Fields can be applied to the client profile page, search, and other locations

Field Management

Preset Fields

  • On this interface, you can view preset field information

Preset Fields

Custom Fields

  • On this interface, you can view and edit custom field information

Custom Fields

  • Click Add Field/Edit, fill in the relevant information, and successfully add/edit the custom field

Add Custom Field

Display Fields

  • On this interface, you can view how all current fields are displayed on the profile page

Field Display

  • Click Edit to change the user fields you want to display by checking them

Edit Display Fields