账户、应用程序和佣金

1 分钟读取更新 September 2, 2026

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在本节中

What Controls Which Apps You Can Turn OnWhether an app's toggle is available, forced, or missing entirely depends on four independent layers stacking on top of each other — not just "on or off": 1. Development stage — an app can be published or still in…How the Commission Processor WorksMoney only enters a member's commission balance one way: an administrator issues it through the Commission Processor. There is deliberately no automatic path from a CRM lead's approved Opportunity reservation into a…Security Models and Branch TypesNaming note: the Settings card is titled "{Branch} Types" (using your organization's custom label — see What is custom labeling?), but the screen you land on is headed "Child Organization Security Models." These are two…How to Compose and Send a Commission BatchNote: your whole organization shares one draft batch at a time — if a colleague is also on this screen, you're both editing the same draft. Issue commission to one or more team members. Before you start The Manage…How to Connect Stripe for Commission PayoutsConnect the Stripe account commissions get paid from, and set the withdrawal minimum and hold period. Before you start The Manage Organization Finances right to make changes — without it, you can view the checklist but…How to Turn Apps and Features On or OffNote: this is the screen that turns on Client Relations Manager (and every other product area) for your organization in the first place — if a feature area's Settings section is missing entirely, check here first. Turn…How to Manage Pending Commission WithdrawalsReview members' withdrawal requests, and cancel one while it's still within its hold window. Before you start The Approve Organization Payouts right — separate from, and in addition to, the right needed to compose/void…How to Manage Security Models and Branch TypesCreate or edit a policy template (Security Model) that a sub-organization inherits when created under one of its Branch Types. See Security Models and Branch Types first if these terms are new. Before you start The…How to Review Commission History and Void a LineLook back at sent commission batches, and reverse a specific line if it was issued in error. Before you start The Manage Organization Finances right. Steps 1. Go to Settings → My Account → Commission Processor, on the…How to Review Your Usage, Storage and BillingCheck your organization's plan, usage against plan limits, storage breakdown, and invoice history — this screen is entirely read-only reporting; there's nothing to configure here. Before you start The Configure System…

其他指南则回答与此相近的问题.

安全和出入

控制谁可以到达你的组织的数据, 从哪里, 以及当他们得到记录。限制进入 Access Blocks 解释——这个想法如何管理访问区块和地理锁定——允许具体地址、封锁其他地址和按国家加以限制检测规则解释和如何配置检测规则——对看起来错误的行为的自动响应看发生了什么如何审查系统访问日志——登录,以及所达到的目标披露日志和如何审查披露日志——向谁转交了哪些信息,披露规则决定了哪些信息 API 密钥如何管理公共 API…

基本设置

新的组织需要这样的环境才能完成有用的工作:你是谁,你的结构是什么,谁被允许做什么。按顺序执行 1. 如何更新你的公司简介和品牌——你的名字、标志和颜色,这些都出现在你的客户所看到的一切上。 2. 如何配置适用于所有人的组织-全系统设置——时区、货币和规则。特别是时区:弄错了,产品中每加一次的印章都会产生误导. 3. 如何创建和管理部门,如何创建和管理职称——人们被安排在结构中。 4. 如何创建和管理安全角色——权限捆绑. 5.…

AI 设置

你们的AI使用什么,它允许做什么,它的成本是什么. 这是管理员的AI助手的一面——日常的一面被记载在那里. 连接AI AI 供应商解释:什么是供应商,为什么你可能使用不止一个供应商如何添加人工智能提供者——连接一个如何配置一般 AI 设置 — 助理在其中工作的默认指令控制它能做什么 AI 安全模式解释——框架如何创建AI访问政策——限制助理可以问什么以及由谁问值得考虑一下…

网络和组织

一些企业是一个组织。另一些公司是其中的一个集团——拥有分公司的特许经营权、拥有子公司的控股公司、拥有独立办事处的经纪公司。相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相接相相接相接相接相接相相接相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相相…

劳动力、预算和工作站

每个AI成员一时的视角,以及适用于所有成员的控制:他们正在做什么和计算费用,如何阻止他们所有,他们使用哪些模型,他们可能花费多少,以及他们工作的计算机. 你会在这里找到的劳动力枢纽:用法,ROI和排练:你的AI团队一眼看,批准等待,成本多少,保存多少,如何在没有寄出任何东西的情况下试出一个. 如何暂停所有AI成员:一个切换,阻止你组织的每个AI成员,以及如何重新开始. Routing & Presidents…

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