We are pleased to announce a huge improvement to how you can manage users to your account that many web developers and design agencies and other people that have long requested from us.
Email addresses can now be used to connect to multiple client accounts!
With this improved functionality brings about some changes in adding and managing people that have access to your account.
First let’s introduce you to the terminology and roles that are assigned to each Client Account.
Account Owner – This is the party that is associated with the Client Account. They “hold” the products, and are the sole authority to manage inviting other people (Users, described below).
User (previously known as a Sub Account) – This is the party that is invited by the Account Owner. They have access to log in to our client portal and permission to access the Client Account they were invited to. If they are associated with multiple Client Accounts, they are presented with an option of which Client Account they are looking to access.
Contact – This is a party that you want to have them associated with your Client Account, which you can also delegate which Email Notifications that you want them to receive but will not have permission to access your Client Account with a log in. Contacts are maintained for the purpose of domain registrations (If the main Client Account will not be the owner of the domain) or if you have a staff or party that you want them to be notified when certain emails are sent out (such as a billing/accounting department).
With the above stated roles now, our menu options have also changed, so that Users and Contacts are two separate things:
If you need someone to have delegated access to log in to your Client Account, go to User Management to invite them to your Client Account. If you only need some one to be listed on your account, for domain registration purposes or for receiving certain email notifications, you create a Contact.
Email Notifications are no longer part of Users by default. If a User has delegated access to open a support ticket, they will receive any communication from that ticket thread but will not be default receive any and all communication unless initiated by the User.
Should a User also require to be receiving all communication (such as all support requests both initiated by the User or by other Users or Account Owners) you will also need to create a Contact for them.
Q > What happened to all my Sub-Accounts (now Users) before this change?
A > Users had both account permissions and email notifications assigned to them. They can still log is as a User to your Client Account as they did before. As email notification preferences are managed through Contacts, they will have a Contact as well to ensure previous email notification preferences have been retained.
Q > Should I update my Users that were in the system prior to this update?
A > If your User is an external contact, such as a web development agency or developer, or anyone that may be accessing multiple Client Accounts, yes. This way they do not need to retain multiple user email addresses and password and can instead maintain one log in. If you need any assistance or help with this, please reach out to Client Support. We will also assist Users directly should they need assistance with this.
Q > Can a Contact reach out to you for support?
A > Generally, no. Only the Account Owner and Users with delegated authority to View and Open Support Tickets can request support and we take instructions from them. If the question is more informational based, depending on what is being requested we will do our best to assist them on your behalf.
For any further information on setting up, managing, or deleting Contacts or Users, please review our knowledgebase and do not hesitate to reach out if you need our support and assistance.