Before you start
- Use an administrator account with account and authorization management rights.
- The team member accounts and organizations that need to use SalesEpoch have been confirmed; if you need to renew or purchase additional products, first confirm the products and quantities approved by the person in charge of the company.
Where to find it
Management Center → Personal Account → My Account/Authorization Management/Account Management
First distinguish between three settings #
| set up | Problem solved |
|---|---|
| my account | Check the consumption flow and recharge entrance; the balance is used for related consumption supported by the interface. |
| Product authorization | Confirm products purchased, available quantities, expiration status, and assign product eligibility to team members. |
| role permissions | Decide which features team members can use after entering the product. |
Creating team member accounts, assigning product qualifications, and configuring roles are different operations. The existence of an account does not mean that you can already use a certain product; having product qualifications does not mean that you have all the management functions.
Check balance and product validity period #
- Enter "My Account" and first check the current account and consumption statement.
- When you need to replenish your balance, enter the recharge process, check the amount, payment information and prompts on the current page before proceeding.
- Enter "Authorization Management", find the corresponding product of SalesEpoch, and check the authorized quantity, actual quantity, remaining available quantity, status and expiration time.
- When you need to extend the use period of a product, select "Renewal" corresponding to the product, check the product and period, and click on the page to complete.
The exchange rules between the recharge amount, team member, and translation usage are subject to the current account page and contract. No fixed prices are provided here, nor are free accounts assumed to have all product benefits.
Assign qualifications and roles to designated team members #
- Find the team member who needs authorization in "Account Management" and check the login account to avoid selecting based on similar nicknames.
- Click the row "product access", select the available qualification corresponding to SalesEpoch in the product list and authorize it.
- Return to the team member list, click "role permissions" and select a defined or system-provided role.
- If you need to hide your customer number, check whether it is appropriate to use the "Customer Service Desensitization" role. This role affects the display of phone numbers in client one-to-one chats and groups.
- Ask team members to recheck whether the product entrance and required functions are available, and administrators to review qualifications and role results at the same time.
When it cannot be used, check it in sequence.#
First check whether the team member account is correct, then check whether the product has expired, whether there are still available authorizations, whether the team member has obtained the corresponding qualifications, and finally check the role permissions. When the number is not visible, first confirm whether the customer service desensitization role is enabled; this does not necessarily mean that customer data is lost. Refunds, renewal billing methods and qualification withdrawal rules are not explained in this section of the information, and should be subject to the current account page or contract description.
Check your result
- The correct product and current status can be found in the authorization management.
- The product access result of the team member account is consistent with the required product.
- Roles match actual visible functions; team members who need to be desensitized cannot see customer numbers directly.
Frequently asked questions
Why can’t team members log in to the product after recharging?
Balance and product qualification are two different things. Check whether the product has been purchased or renewed, and then check the team member's product access, account status, and role permissions.
Why can my colleagues see the customer number but I can't?
The administrator may have set the "Customer Service Desensitization" role for your account. Let the administrator verify the roles first, and do not bypass enterprise permissions through export or other methods.
Can I confirm the free version quota or current price on this page?
No. The recharge examples in the manual do not constitute current prices or free benefit descriptions. Please refer to the plans and enterprise contracts displayed in the account.
According to pages 52, 53, 54, and 55 of the "2026-SalesEpoch Operation Manual".
Menus and features may vary by client version or account access. Follow the current interface and verify critical workflows with a test account first.