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Sub-accounts in the client area  Print this Article

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 you 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.

Examples:

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 - you are employing a web developer to build and maintain your website so you 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's also the email preferences for a contact/sub-account so they can be used for having invoice related emails sent to additional email addresses.

 

Creating/Modifying a Sub-Account

To create a sub-account, begin by creating or locating an existing contacts record. This can be done in the client area by going to "Hello!" --> "Manage Contacts" option in the top menu.

Then to convert the contact into a sub-account, and therefore allow the contact to login, just tick the "Activate Sub-Account" checkbox. Next enter a password and then tick the various options that you want to grant the sub-account permission to access.

 

How do Support Tickets work with Sub-accounts in the client area?

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. Contacts can also open tickets simply by emailing, and the emails from them will be automatically collected and assigned to the master client account.

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.

 

What does the Sub-Account user see?

When the sub-account user logs in, they see exactly the same client area that the master account owner would see, albeit they can't view areas that they don't have permissions to access.

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