Business Account
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    Business Account

    • PDF

    Article Summary

    Available in Classic and VPC

    You can add a business account and manage information in the Business Account menu.

    Note
    • The Business Account is a feature that can be used by registering an external account necessary for business other than regular resources.
    • Business Account menu is only displayed when it is set to Use in the Set > Manage Business Account Usage menu. (See Manage Business Account Usage)

    Business Account

    The Manage Business Account menu is laid out as follows.

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    AreaDescription
    ① Search windowSearch business accounts by use period, login ID and account name
    AddAdd a new business account (See Add Business Account)
    DownloadDownload the list of business accounts as an Excel file (See Download Business Account List)
    ④ List of Business AccountsIt displays the business account information
  • For the login ID, mask information except for the first two digits of the ID part
  • It displays "[Pending]" in front of the business account of which the start date of use has not arrived
  • It displays "[Terminated]" in front of the account of which the use period has expired
  • Only View Expired Business AccountsSelect to display the expired business accounts in the list
    Note

    An advance notice of the use period expiration mail is sent to the member admin the day before the date of expiration. From the day after the expiration date, the business account can't access the WORKPLACE system.

    Add Business Account

    Note
    • When adding a business account, you will be charged a monthly fee per account regardless of annual/monthly pricing plan of WORKPLACE you are using. (same plan for Member)
    • The usage fee for business accounts whose use period has expired will be prorated and billed in the following month.
    • When there is no business account other than terminated ones, while the service is in Use, you won't be charged.
    Note

    See the followings for the access restriction range of the business account.

    1. You can't grant access permissions to the attendance, expense, expenditure, accounting, sales, electronic tax invoice, and payroll service.
    2. Exposure of "Search Member" at the top of the page is enabled only when Search Member is allowed in the registration of business account information.
    3. The use of NAVER WORKS is enabled only when NAVER WORKS is allowed to use in the registration of business account information.
    4. There are limitations on widgets displayed on the home page. (See Detailed Descriptions of Home Widget)
    5. You can't edit the home page. (See Edit Home)

    The following describes how to add a business account and invite it to WORKPLACE.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Business Account menu.
    3. Click the [Add] button.
    4. Enter the basic information of the business account in the [Basic Information] tab.
      Note

      Displayed input items may be different according to the basic information settings of members. (See Basic Information Settings)

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      • If you use an account name and multiple languages, enter an account name in each language.
      • If you have business accounts with the same name, then it is convenient to distinguish them by using nicknames. When using with NAVER WORKS, nicknames are synced with NAVER WORKS.
      • For how to enter the login ID, email, personal email, mobile phone, business phone number, and employee number, see Add Member.
      • (When combining with NAVER WORKS) Select the usage status of NAVER WORKS.
        Note

        When setting NAVER WORKS

        • You can use NAVER WORKS services such as Mail, Post, Messenger, Drive, etc.
        • NAVER WORKS usage fee will be charged.
      • Select whether to allow member search.
        Note

        When setting to Allow, the [Search Member] button is displayed on top of the home page. You can search general members in the Search Member. (See Search Member)

      • Enter the start and end dates for use. If the end date is undecided, select Undecided.
      • Enter your intended use.
    5. Click [Additional Information] to enter additional information.
      Note

      Input items may differ based on the set items in additional information of the business account. (See Set Additional Information for Business Account)

    6. Click the [Save] button.
      • To cancel adding a business account, click the [Cancel] button.
    7. Select how to set the initial password, and then click [OK] button.
      • Enter the E-mail address to receive the invitation email and an email will be sent to the corresponding mail on the contract start date. The business account user must set their password manually from the link in the instruction mail.
      Note

      To add a new business account by using existing business account information, see Copy Business Account.

    View and Manage Business Account Details

    If you click workplace_detail of the business account to view in the business account list, account information is displayed on the details page of the business account. On this page, you can edit or print the business account information, and copy the business account information to add an account.

    Edit Business Account Information

    1. Click workplace_detail of the business account to edit information in the business account list.

    2. Apply the content to be edited.

      • To edit the deactivated item, click workplace_edit.
      Note
      • Please note that if you change the contract end date to a date before today, the use may be immediately terminated.
      • For accounts that have expired, if the login ID domain is changed, the expiration date can't be changed. Change the login ID first.
      • When using with NAVER WORKS Basic or higher and NAVER WORKS is set to "Use," the [Alternate Email] button is displayed on the right side of the email item.
        • If you change the login ID, the login ID (ID@company mail domain) before changing is added to the alternative email list.
        • You can view the alternate email or add alternate emails up to 10 by clicking the [Alternate Email] button.
        • For more information of the alternate email, see the Alternate Email note box of Member > Edit Employee Information.
      • When NAVER WORKS is changed to Not Use while it is in use, check the notes.
        • You will not be able to access NAVER WORKS from the moment you save it to Not Use.
        • NAVER WORKS services you have been using will become unavailable.
        • If you have been using NAVER WORKS Basic or higher, then you won't be able to access the email you've been using. Make sure to back up if necessary.
        • If you set to Not Use, then you won't be charged for the usage fee of NAVER WORKS.
        • When changing NAVER WORKS from Not Use to Use, NAVER WORKS usage fee will be charged from the setting date.
        • The alternate email feature is not provided.
    3. Select whether to hide in Search Member.

      • You can hide a business account so that users can't search them by activating Hide from Search Member.
    4. Click the [Save] button.

      • The edited information is saved.

    Print Business Account Information

    1. Click workplace_detail of an account to print out the information in the business account list.
    2. Click the [Print] button.
    3. When a Print pop-up window appears, check the details to be printed and click the [Print] button.

    Copy Business Account Information

    1. Click workplace_detail of the business account to copy the contract information in the business account list.
    2. Click the [Copy Account Information] button.
    3. Click the [OK] button.
      • Information on mobile phone, company number, NAVER WORKS (when combined with NAVER WORKS) usage status, member search status, use start/end date, and intended use will be copied.
      • Open the Add Business Account Information page where the information same as the copied account information is reflected.
    4. Enter the remaining information of the business account by referring to Add Business Account Information.
      • The business account information is added with the copied contract information.

    Delete Business Account Information

    The following describes how to delete business account.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Business Account menu.
    3. Click the [Delete] button in the details page of the business account to be deleted.
      • The business account will be deleted.
      • The deleted business account is not able to use WORKPLACE and is not charged on the day.
      • If you delete the business account, data can't be recovered.
    Note

    When clicking the business department in Member Service > Manage Account and Search Member > Organization Chart, the deleted business account will not be searched.

    Download Business Account List

    The following describes how to download the list of business accounts as an Excel file.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the Business Account menu.
    3. If necessary, enter the business account conditions to be searched in the search window, and then click the [Search] button.
      • You can view the business account list that applies to the entered conditions.
    4. Click the [Download] button.
      • Document Open Password (Verify): Enter a password required to view a downloaded document.
      • Reason for Download: Enter the reason for the download. You can view the entered reason in the download history.
      • Click the [Download] button.
        • The list of business account is downloaded as an Excel file.
        • You can check the download history in the [Download History] tab.
    Note

    Downloaded files are stored as [YYYY-MM-DD]workAccount_members.xlsx in the Downloads folder.

    Download History

    The following describes how to view the download history of the business account list as an Excel file.

    1. In the WORKPLACE PC web page, click the [Service Menu] > [Member] button.
    2. Click the [Download History] tab in the Member > Manage Business Account menu.
    3. If necessary, enter the period to be searched and the employee name who downloaded the document in the search window, and then click the [Search] button.
      • You can view the download history that matches the entered conditions.

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