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Invite an account

Last Updated: Apr 13, 2020

Invite an account Prerequisites:


  1. An enterprise name is specified for the master account. The master account must have a credit control identity activated and cannot be a distributor account. If not, contact CBM to submit an application to appl.
  2. You cannot invite accounts that have a trusteeship. You cannot invite accounts such as distributor and virtual network operator (VNO) accounts.
  3. The master account and the account to be linked must have the same enterprise name.
  4. When you establish a trusteeship, the available credit of the linked account must be equal to or greater than zero. Ensure the account to be linked does not have the following items:
    Pending payments or unpaid orders
    Renewal that is taking effect or not in effect
    Temporary upgrade operations that are taking effect or not in effect
  5. The same account manager must be set for the master account and the account to be linked.

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Notes:


When you establish a trusteeship between two accounts, we recommend that the account to be linked has no available resources. After the trusteeship is removed, no refund is provided for the original resources in the linked account.

Procedures


  1. After logging in to the master account, click the Account Linking menu and then click the Invite Account button on the page, as shown in the following figure:

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2.Fill in the account to be invited, and set a nickname. Click the Next button:

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3.Check Trusteeship in Policy and click the Next button:

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If the invited account cannot meet invitation conditions, a message will remind you Trusteeship is not available. For specific invitation rules, see the preceding prerequisites.

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4.You have sent an invitation to the account:

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