Clients can add additional contacts and create sub-accounts. This enables additional staff/team members to manage their billing accounts and view and reply to support tickets.
Adding a Contact
To add a new contact click "Add Contact" from the Contacts menu in the left navigation.
Complete the form to add a new contact.
The Email Preferences allow you to set which email categories the contact should receive copies of.
Note: Support contacts do not receive copies of all support tickets. Support contacts can open tickets themselves via email and will only receive emails when an admin replies to a ticket they opened.
Sub-Accounts
When adding a contact you can select "Activate Sub-Account to create a sub-user. This allows that contact to login, and carry out various actions that the main account holder has permitted them to.
Refer to the Sub-Accounts Guide for more information.
Billing Contact
A billing contact is used where the name/address an invoice should be sent to differs from the main account and/or the name/address of the card holder that will be paying the invoice is different.
A billing contact is first created here, then it can be selected from the Billing Contact dropdown menu under the Profile tab.
Deleting a Contact
To delete a contact, click the red "Delete" link at the bottom of the page. You will be prompted to confirm the deletion, at which pint the contact is removed immediately.
