How to manage users & contacts in your Client Area account Print

How to Manage Users & Contacts in Your Client Area

Our Client Area allows you to manage two types of people associated with your account:

• Users: People who can log in to the Client Area and access your account based on permissions you assign.
• Contacts: Additional people (e.g. billing or technical contacts) who receive emails but do not have login access.

Managing Users (Shared Login Access)

1. Log in to the Client Area.
2. Click on your name in the top-right corner and choose User Management.
3. On the User Management page, you can:
   • Invite a new user by entering their email and assigning access permissions (e.g., view products, manage domains, submit tickets).
   • Revoke access from existing users by clicking the red Remove Access button.
   • View existing users who currently have login access to your account.

This feature is ideal for giving team members or colleagues controlled access to manage your services.

Managing Contacts (Email-Only, No Login Access)

1. Log in to the Client Area.
2. Click on Hello, [Your Name] in the top-right corner and select Contacts.
3. From this screen, you can:
   • Add a new contact using the Add New Contact button.
   • Edit existing contacts by selecting them from the dropdown list.
   • Set email preferences to control which types of emails each contact receives (e.g., invoices, support emails).
   • Enable Sub-Account access (legacy feature) if login is required for that contact, along with individual permissions.

Note: For shared login access and permission control, use User Management. For email-only roles like billing or tech notifications, use Contacts/Sub-Accounts.

If you need further assistance, please open a support ticket and our team will be happy to help.