Clients can create Sub-Accounts in our billing & support portal.
Sub-Accounts allow clients to create sub-users under their main account, which then allows that contact to login, and carry out various actions that the main account holder has permitted them to.
We call the primary login the master account owner, and any users they create under their account Sub-Accounts.
Why would a client use them?
Each section of the client area has it's own permission setting so the access rights can be fine tuned by the master account holder (and any sub-accounts given permissions to manage contacts) to create different logins for different purposes.
Just a couple of examples where this might be useful are:
Billing Department - corporate users may have a dedicated billing department who should be given access to pay invoices and place new orders while the web/technical staff would only be given access to view current products & services and submit support requests.
Web Developers - a customer hosting with you may be employing a web developer to build and maintain their website so might want to give that developer access to create tickets and correspond on their behalf, without being able to access any billing information or change account details.
There is also email preferences for a contact/sub-account so they can be used for having invoice related emails sent to additional email addresses.
How do Support Tickets work with them?
If a sub-account user opens a support ticket, then they will be CC'd any replies relating to that ticket by email along with the master account holder.
One contact user will not receive email updates about the tickets submitted by another contact, but they can still view all the tickets belonging to the master account holder when logging in.
If a ticket is submitted by the master account holder, all Support contacts will receive a copy of email notifications pertaining to the ticket.
To add a sub account please see this link:
https://portal.winserve.co.uk/index.php?rp=/knowledgebase/124/Add-and-manage-billing-and-support-contacts.html
