The parent account contains 5 major functions: My Team, My Store, Chat Management, Activity Log, and My Account. The following introduces the functions and setting methods of these functions in the order of operation.
1. My Account
The “My Account” page contains two parts: personal profile and settings. We can modify the name of our personal profile. If we want to modify our phone number and email address, we need to enter our login password and go through mobile phone/email verification.
In the “My Account” page, we can set a payment password. We will use the payment password when binding the cross-border payment platform in the “Bank Account” page of the “Finance” section of the Seller Center.
After the company’s parent account is activated, the company’s store will be automatically bound to the parent account. If you want to add a store under the name of another company to the backend, you need to click the “+Add Merchant” button, enter the merchant name, phone number or email in the search box to find the store, and verify by phone or email, then you can add it. If you want to unbind the store, you can click the delete button after the merchant name.
2. My Team
After activating the master account and binding all stores, we need to add new roles and determine permissions to form a team. There are 5 default roles set by the system, namely administrator, retailer, warehouse administrator, finance, and chat customer service. Clicking the “View Details” link will display the role, description, and permission details.
If these 5 default roles do not meet our plans, we can create custom roles. After filling in the role and description, check the store permissions that the role can have in the permission details and save it. The permissions here include 3 aspects: using the sub-account platform, using Shopee online chat and using Seller Center. Up to 20 different characters can be created on one master account. When setting permissions for a new role, we need to start selecting from the end of the permissions. For example, if you want the role to have all permissions to use “My Sales”, you need to check all the options at the end of this permission, including the 3 check boxes of “Shipping Orders”, “Returns/Refunds” and “Batch Operations”, and Instead of just selecting the “Use My Sales'” checkbox, if you only select the “Use “My Sales'” checkbox, then the role only has permission to view “My Sales” but does not have any operation permissions.
If the responsibilities of a custom role change, we can click the “View Details” link on the right side of the corresponding role to change or delete it, but the default 5 roles cannot be changed or deleted.
After setting the permissions, we can assign the permissions to the corresponding members. Click “My Team” – “Members” – “Create Member” to open the page, fill in the member’s name, phone number, login ID, login password, and click the “Next: Permissions” button. LoginDOnce set, it cannot be changed.
Select a role in the “Role” drop-down box to set member permissions, then click the “+Add Store” button, select the store for which the member is applicable and confirm. If you need to adjust the set member roles, you can click the “Add New Role” button on this page to reset them. Then, click the Save Member button to complete the creation. After the creation is successful, we can see the login ID and password of the sub-account. The mobile phone number will be verified when logging in to the sub-account for the first time. We can add 100 members.
After creating members, click “Master Account Platform” – “My Team” – “Members” to see the roles and status of all members. There are 3 active states here, that is, normal state: suspended, that is, the permission is suspended; and invited, that is, the invitation is sent but the sub-account is not activated. Click the “Details” link to edit the member’s basic information, reset the password, reset permissions, delete the member, and modify the member’s status.
3. My Store
In the “My Store” page, we can view all bound stores including the site to which the store belongs, the date of addition, etc. Click the “Details” link to view specific members and learn about the member’s status, member name, role, and permission details. If you need to unbind a store, you must first delete the bound merchant. Click “Master Account Platform” – “My Account” – “My Merchant”. After deletion and confirmation, all stores under this merchant’s name will be automatically unlinked.
4. Chat allocation/management
When we buy things on Taobao, we will find that the customer service staff of some stores have different divisions of labor. Some people are responsible for pre-sales and some are responsible for sales. After sales. The same goes for the chat settings on the Shopee platform. Before the sub-account can receive store messages, the parent account must set up the offloading settings for members of the store who are authorized to use Shopee online chat permissions. Chat groups need to be created for each store.
The steps are as follows:
First, select the store on the “Chat Assignment” page and click the “View Details” link. Open the page, turn on the button on the right side of “Chat Assignment”, and the “New Group” adding box will appear. Click “+” to start building a group. If you want the parent account to receive private messages from customers and messages forwarded by other team members, you can select the “Yes” option. If you don’t want the parent account to receive private messages from customers, you can select the “Don’t” option. The “Settings” option can be used to set whether to activate automatic replies, and the content of automatic replies can also be modified on this page.
Secondly, select a group name or create a new group. Select the corresponding customer service staff to join the group. It should be noted that only members who are authorized to use Shopee online chat permissions can appear in the “Add Members” list. In the same store, members can only be assigned to one group. For example, if “wang” is already in the pre-sales customer service group, he cannot be added to the after-sales customer service group.
We can also create a new group by clicking on the “+Create New Group” option
We want to assign the chat source to the new group. There are two sources of chat, namely the product details page and the order page. If buyers have a lot of inquiries, it is recommended to assign chats from the product details page to the pre-sales customer service group, and assign chats from the order page to the after-sales customer service group.
Click the “Save” button to complete the chat settings for this store. Members in the group can receive buyer messages from this store in “Chat”. If you want to receive messages from other stores, you need to repeat the previous steps.
After the group is created, we can also rename, modify, delete, close the group, and modify the chat source. We can also continue to add groups, and one store can correspond to multiple groups. Click the number “3” to view member status, and to remove and add members.
For sites in small languages, if we do not have suitable customer service personnel, we can apply for local language customer service for the store, that is, cross-border customer service. This is a paid service, please consult your account manager for specific fees.
Click the “Performance Data” option, select a store, set the date, and you can view the performance data of a store member on that day. Currently, it only supports viewing the data of a certain day, but does not support querying the data of a certain time period.
5. Activity Log
In the “Activity Log” page, we can view all operation records of the sub-account platform and Seller Center, including time, operation, activity type, and operation object .