How to effectively use the Shopee sub-account system to improve management efficiency
1. Introduction to the sub-parent account system
The Shopee sub-account system is a powerful feature designed specifically for sellers to help sellers better manage their multiple stores in different countries (regions) and flexibly configure the usage permissions of each store. Through this system, sellers can not only achieve centralized management of cross-site stores, but also assign corresponding permissions to different employees according to their roles, thereby improving work efficiency.
(1) Basic composition of the sub-parent account system
- Master Account: The seller account with the highest authority, usually held by a corporate legal person. The master account can manage all the seller’s stores and is responsible for setting the permissions of sub-accounts.
- Sub-account: Created by the main account, usually used by company employees (such as operations personnel, customer service, etc.), and their permissions are set by the main account.
- Role: Represents the responsibilities of a member or a group of members, corresponding to a set of preset permissions. For example, a “Finance” role typically has permissions to view products, orders, revenue, etc.
- Businesses: refers to all companies under the master account. Once the master account is activated, additional companies can be added to the platform.
- Store: refers to all the stores under the main account name. These stores may belong to different companies and sites.
(2) Overview of the functions of the sub-parent account system
Sellers can use the sub-master account system to create and manage main accounts and sub-accounts, log in to the Seller Center, set up Shopee online chat, view system operation records, etc. In addition, the sub-account system also supports the simultaneous management of multiple store backends and chat replies.
2. Application and activation process for child and parent accounts
To use the sub-account system, you first need to apply to Shopee’s account manager to create a link. After agreeing to the relevant agreement, select “Create parent account information for child and parent accounts” and follow the prompts to provide the necessary information, including the registered email address and mobile phone number of the legal representative/person in charge. After that, print, fill in and upload the master account information collection form and authorization letter, and provide front and back photos of the business license and legal person ID card. You will receive an activation email within approximately 5 working days after submission.
2. Activate master account
According to the instructions in the email, click the “Activate Account” button to enter the sub-account platform and complete the following steps:
- Set the enterprise number, which is the prefix of the parent account and sub-account;
- Set password and parent account name;
- Verify the phone number of the parent account.
3. Setting up and managing child and parent accounts
1. My Account
In the “My Account” page, sellers can modify personal profile information, set payment passwords, and add stores under other companies’ names to the backend. If you need to unbind a store, just click the delete button after the merchant name.
2. My team
After activating the parent account, sellers need to add new roles and determine permissions to form a team. The system provides five default roles: administrator, retailer, warehouse manager, finance, and chat customer service. If the default roles are not applicable, sellers can create custom roles and set specific permissions for each role.
3. Chat assignment/management
Chat settings allow sellers to create chat groups for different stores and assign them to specific customer service personnel. For example, the pre-sales customer service group handles inquiries on product details pages, while the after-sales customer service group handles order-related questions.
4. Activity log
In the “Activity Log” page, sellers can view all operation records of the sub-account platform and Seller Center.
4. Binding stores and creating sub-accounts
1. Bind store
After the company’s main account is activated, all stores belonging to the company will be automatically bound to the main account. If you need to bind stores under the name of other companies to the same main account, you can do this by searching and verifying the relevant information of the target company.
2. Create sub-account
The specific steps to create a sub-account are as follows:
- Log in to the sub-account platform;
- Click “Create Member” and enter basic member information;
- Select a role and add the stores to be managed;
- Save member information when completed.
Through the above process, sellers can effectively use the Shopee sub-account system to improve store management efficiency and ensure the smooth operation of various businesses.