OrganizationManagement

Overview

Organizational management refers to the creation of organizations for a company or team and the invitation of team members to join these organizations, enabling efficient collaboration and enhancing the effectiveness of store management.

User Guide

Step 1: Organization Information Management

• Organization List: All organizations you have created or joined are presented in a clear list. Organization administrators can edit organization information.
• Switch Organization: If you have joined multiple organizations, you can select and switch between organizations from the organization list. Non-administrators can opt to leave an organization.
• Data Isolation Mechanism: Data between organizations is isolated, ensuring that data from Company A will absolutely not leak to Company B.
• Create New Organization: Simply fill in three basic pieces of information (name, contact person, address) to complete the creation. After creation, as the main account, you will have all management functions.

Step 2: Organization Member Management

[Invite Members]

• Three steps to build your team:
  
• Enter the member's email and name
  
• Select the role permissions
  
• Send the invitation
  
• Post-invitation: After accepting the invitation via email, the invitee can log in to SellingPilot using this email and access various functions. The invitee will collaborate with you in managing the organization's authorized stores, products, orders, warehouses, logistics, and other information.

[Organization Roles - Dual Role System]

• Owner: Has the highest management authority (suitable for business owners).
• User: Has basic operational permissions (suitable for employees from various departments).