At Wondershare EdrawMind, advanced users have a powerful platform to connect their enterprise members across different countries, sectors, and brands. Within an enterprise, members may require different roles and permissions to perform their tasks effectively. This guide will provide users with an overview of the types of roles available, as well as the process of adding and removing people from an enterprise. Additionally, it will cover the basics of enterprise management.

team management guide

In this article

  1. Creating an Enterprise
  2. [Enterprise Management] Content
  3. Roles and Permissions
  4. Adding, Assigning, and Removing Members

1. Creating an Enterprise

Upon purchasing a corporate membership, the user's account will be activated automatically. If multiple corporate memberships are bought, a corresponding corporate account will be created for the user. For each multi-seat corporate membership purchased, a new enterprise will be created. To view the different companies joined, the user can click on the Avatar of the Collaboration Version and select Switch to another enterprise.

Software Interface Homepage

2. [Enterprise Management] Content

The [Enterprise Management] panel is accessible to users who hold the Owner or Administrator role (refer to Roles and Permissions below). To access this panel, users can click on their Avatar and select Enterprise Management. This panel serves as the starting point for enterprise management.

Enterprises are all categorized based on a user's purchase package (see the Switch to another enterprise option bar under the Account menu). This allows users to easily switch between different enterprises as needed.

In addition to being able to switch between different enterprises, users are also able to edit the name of their enterprise whenever they want. The Order Information, Member Management, and Enterprise Settings sections provide users with important information about their enterprise, such as its purchase status, expiration time, and maximum number of members. The Enterprise Management panel also displays basic information about each member, including their account IDs, usernames, and roles.

Software Interface Purchase Order Information
Software Interface Member Management

3. Roles and Permissions

The assignment of roles and permissions for enterprise members is the responsibility of Owners and Administrators. These roles and permissions can be altered at any time to better meet the needs of the enterprise. Users have the ability to view the roles of all members on the enterprise management page as mentioned before. See below for more details.

Enterprise Owner

The assignment of roles and permissions for enterprise members is the responsibility of Owners and Administrators. These roles and permissions can be altered at any time to better meet the needs of the enterprise. Users have the ability to view the roles of all members on the enterprise management page as mentioned before. See below for more details.

Enterprise Administrator

Enterprise Administrators can be invited or assigned by the Enterprise Owner to assist with the management of the enterprise. They have partial access to enterprise management features, including the ability to add, assign, or remove regular users. Additionally, Enterprise Administrators have access to premium membership products.

Enterprise User

Enterprise Users can be invited by the Enterprise Owner or Administrator to join the enterprise as regular users. As regular users, they have access to premium membership products.

4. Adding, Assigning, and Removing Members

Enterprise owners and administrators all have the ability to add or remove regular users, while Enterprise owners can also add and remove Enterprise Administrators. Here are the steps to follow:

Step 1: Log in to the collaborative version and click on the Avatar in the upper right corner of the home page. From the Account menu, select Enterprise Management - Member Management.

Step 2: Click on "Add User" and enter an user ID or copy the invitation link on the right and send it to a team member.

Important: Ensure you check the user ID on https://account.edrawsoft.com/ before adding the user.

Step 3: The member will receive an invitation. Once an invitation is accepted, the user will be successfully added to the enterprise.

Software Interface Member Management
Software Interface Add Member

Assigning Enterprise Members

Step 1: After adding members to the enterprise (refer to Adding Members to Enterprise above), Enterprise Owners or Administrators can assign roles in the Member Management list.

Step 2: To change a member's role, Enterprise Owners or Administrators can click on Member Roles on the page to view the role permissions that can be changed.

Removing Enterprise Members

Step 1: To remove a member, Enterprise Owners or Administrators can access the Member Management list and select the member to be removed.

Step 2: Click on the member's role and select Remove to remove them from the enterprise.

note
Note: The removed user's cloud storage will be reduced from 1-10GB to 50MB, but their existing cloud documents will not be subsequently deleted so that users can open cloud files and save them on their devices. However, removed users will not be able to access premium features and will only be able to use the product as a free trial user.
Software Interface Change Membership Status

Thank you for considering EdrawMind for your enterprise management needs. Our platform is designed to make enterprise management effortless and efficient. To learn more details about our plans and features, please visit our pricing page and select the option that best meets your needs. If you have any questions or need assistance selecting the right plan, please don't hesitate to contact our customer service center at support@edrawsoft.com. Our team is always happy to help you make the best choice for your enterprise.

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EdrawMind Team
EdrawMind Team May 21, 24
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