1. Administrator (Institutional Account) — Inviting Members & Configuring Permissions
A. Access Team Management
Operation Guide: Log in to the [UMX Official Website] ➔ Hover the mouse over the "Personal Avatar" in the top right corner ➔ Click "Account" ➔ Select "Team - Member Management" from the left menu bar.
B. Fill in Information & Assign Permissions
Operation Guide: Click "Invite Member" in the top right corner ➔ Enter the new member's "Email" ➔ Select the corresponding "Role and Specific Permissions".
C. Security Verification & Sending
Operation Guide: After confirming everything is correct, click "Submit" ➔ Complete the "Security Verification" ➔ The system will automatically send an invitation email (the administrator can also click "Share Activation Link" in the list to send it manually).
📸 [Screenshot Description]: Integrated operational popup showing "Enter Email, Select Permissions, and Submit".
2. New Member — Account Activation & Security Settings
Activate Account (Takes 3 minutes)
Step 1 (Verify Email): Click the activation link in the email ➔ Check that the email is correct and click "Agree" ➔ Enter the Email Verification Code.
Step 2 (Set Password): Set your login password.
Step 3 (Security Binding): Bind a Two-Factor Authenticator (e.g., Google Authenticator), and enter the dynamic verification code to complete the submission.
📸 [Screenshot Description]: The prompt interface for binding the authenticator (OTP).
3. New Member — Identity Verification (KYC)
A. Submit Identity Verification
Operation Guide: After logging into the new account, click "Verify Now" on the page, follow the system prompts to upload your identity documents, and then wait for background approval.
B. Verify and Confirm Information (Critical Step)
Operation Guide: After approval, enter the account page again ➔ Click "Go to Confirm" ➔ Carefully check your details, and once confirmed correct, click "Information Correct, Submit". You're all set!
📸 [Screenshot Description]: The highlighted interface showing "Go to Confirm" and the final submission button after approval.