👨‍💼 Team Member Management · Invite / Approve / Change Role / Disable & Delete

The core of Enterprise team collaboration: invite employees into the enterprise → assign role + department → disable / delete at offboarding.

⚠️ Confirm two things before inviting

1. The employee has already signed up for a Laifaxin account
2. The employee has bound an email (see Email Account)

→ Employees without a Laifaxin account cannot join even with the invite link.

Enterprise entry: Laifaxin

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1. Invite New Members

Two entries — pick either.

Entry ① · My Enterprise Page

Steps:

Step	Action
1️⃣	Left sidebar → [Enterprise] → [My Enterprise]
2️⃣	Top right → [Invite Members]
3️⃣	In the modal, click [Copy Invite Link]
4️⃣	Send the link to the employee (email / WeChat / DingTalk, etc.)

Copy the invite link in the modal and send it to your employee:

Entry ② · Org Structure Page

Steps:

Step	Action
1️⃣	Left sidebar → [Enterprise] → [Org Structure]
2️⃣	Top right → [Invite Members]
3️⃣	Same as Entry ①: copy the link, send to employee

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2. Invite Link Settings

You can preconfigure 3 things in the invite modal:

Setting	Effect
🎭 Member role	Default role after joining (e.g. "Salesperson / Intern")
✋ Require approval	When on → admin must approve the employee's request
⏰ Link expiry	1 day / 7 days / no expiry (set shorter to avoid leakage)

💡 Recommended settings

• Small team → no approval + 7-day expiry
• Large team / frequent hiring → enable approval + 1-day expiry
• Temporary invite → 1-day expiry + default "Intern" role

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3. Approve Join Requests

1. Member submits the request

On the employee side:

Step	Action
1️⃣	Open the invite link in a browser
2️⃣	Click [Join Now] to submit the request

2. Admin approves

Admin review:

Step	Action
1️⃣	Left sidebar → [Enterprise] → [Org Structure]
2️⃣	Top right → [Request List]
3️⃣	Pick the request → click [Approve]

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4. Edit Member Info

After members join, 3 fields can be edited:

1. Change nickname

Step	Action
1️⃣	Left sidebar → [Enterprise] → [Org Structure]
2️⃣	Pick a department → click the ✏️ after the username
3️⃣	Enter new nickname → save

2. Change role

Adjust the employee's permission level (e.g. promote from "Salesperson" to "Sales Manager"):

Step	Action
1️⃣	Left sidebar → [Enterprise] → [Org Structure]
2️⃣	Pick a department → click the ^ after the user's role field
3️⃣	Pick the new role from the dropdown → save

For detailed role configuration, see Permission Control.

3. Change department

Adjust the employee's department (e.g. move from "Sales" to "Marketing"):

Step	Action
1️⃣	Left sidebar → [Enterprise] → [Org Structure]
2️⃣	Pick a department → click the ^ after the user's department field
3️⃣	Pick the new department from the dropdown → save

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5. Disable / Delete Members

1. Disable a member (recoverable)

Good for temporary suspension (long leave / role investigation).

Step	Action
1️⃣	Left sidebar → [Enterprise] → [Org Structure]
2️⃣	Pick a department → click [Disable] on the right of the user

Enable a member · undo disable

Want to restore a disabled member? Click [Enable] on the right of the user.

2. Delete a member (not recoverable)

Good for offboarding / permanent removal.

Step	Action
1️⃣	Left sidebar → [Enterprise] → [Org Structure]
2️⃣	Pick a department → click [Delete] on the right of the user

⚠️ Reassign customers before deletion

Before offboarding / deleting an employee, always:

1. In Customer Ownership, filter customers owned by this employee
2. Bulk reassign to active employees
3. Then delete the employee account

→ Otherwise customers go untouched for a long time and you lose opportunities.

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📋 Pitfalls Roundup

Pitfall	Consequence	How to avoid
🔴 Deleting an account on offboarding directly	Customers go unowned, dormant for long	Before deletion, reassign customers in Customer Ownership
🔴 Invite links without expiry	Link leakage → strangers can join	Set 1–7 day expiry, auto-expires
🔴 No approval + broadcasting the link	Anyone with the link can join	Large teams: enable "Require approval"
🟡 Inviting before creating departments	New members come in as "Unassigned"	Create departments first, then invite into the right department
🟡 New employees have too many permissions	Misoperations affect the business	Default to "Intern / New" role, upgrade after they're up to speed
🟡 Only one admin	When the boss is offline, no one can manage	At least 2 admins (boss + deputy)
🟡 Stale offboarded employees	Old accounts hanging around, security risk	Quarterly audit: disable / delete on offboarding

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❓ FAQ

Q1 · Do invite links have expiry?

✅ Yes, configurable: 1 day / 7 days / no expiry. Recommended: 1–7 days to avoid abuse if leaked.

Q2 · Create departments first, or invite members first?

Departments first. Recommended flow:

1. Create departments in [Department Management](./department-management.md)
   ↓
2. Create roles in [Permission Control](./permissions-management.md)
   ↓
3. When inviting members, specify department + role directly

→ Much more efficient than assigning after they join.

Q3 · Why can't an employee join via the link?

Check these 3 in order:

Check	Action
Has the employee signed up	Laifaxin account + bound email (details)
Has the invite link expired	Generate a new link and resend
Approval required	If on, go to [Request List] to find pending requests

Q4 · Disable vs delete?

Dimension	⏸️ Disable	🗑️ Delete
Can log in	❌ No	❌ No
Account kept	✅ Yes	❌ Removed
Recoverable	✅ Click [Enable] to restore	❌ Need to re-invite
Best for	Temporary suspension / long leave	Permanent offboarding

Q5 · Maximum members per enterprise?

Depends on the plan. The base plan has a headcount cap; upgrading expands it. Hitting the cap on "Team Size" in Enterprise Info will prompt an upgrade.

Q6 · Can one person join multiple enterprises?

✅ Yes. One Laifaxin account can belong to multiple enterprises simultaneously — use Switch Enterprise to toggle.

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💡 Learning Tips

Stage	Tip
📐 Plan before inviting	Set up departments + roles first, then configure at invite time
🛡️ Use invite settings well	Large teams / frequent hiring → enable approval + short expiry for security
🎓 Low permissions for new hires by default	Use the "Intern" role first, upgrade after 1–2 weeks of familiarization
🔄 SOP for offboarding	Build a standard process: reassign customers → change ownership → disable / delete account, in order
📊 Quarterly audit	Each quarter, review the org structure: clear offboarded + adjust departments + recheck permissions
🛡️ At least 2 admins	Boss + deputy to avoid single-point failure

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📚 Related Features

Topic	Link	Notes
🏢 Enterprise Basics	business-management	Create the Enterprise account
👥 Department Structure	department-management	Create departments before inviting
🔑 Permission Control	permissions-management	Assign roles + permissions to members
🤝 Customer Ownership	ownership-management	Assign customers to members
📊 Quota Management	quota-management	Control members' credit usage
🔄 Data Sync & Sharing	sync-management	Share views / templates among members
📨 Email Account	email-account	Prerequisite for binding member emails

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🔗 Permalink: https://laifa.xin/zhinan/member-management