Our billing system sub-accounts allow customers 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.
The primary login is called the "master account owner", and any users they create under their account is known as "sub-accounts".
Each section of the client area has its own permission setting so the access rights can be fine-tuned by the master account holder (and any sub-accounts has been given permissions to manage contacts) to create different logins for different purposes.
The account owner can use the "sub-accounts" feature allows clients to create sub-users under the main account
And then allows that contact to log in and carry out various actions (including creating support tickets) that the main account holder has permitted them to.
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 the email notifications pertaining to the ticket.
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 Client Area > My Details > Add New Contact or Manage Contacts or on the admin side by going to the Contacts tab under the client in question.
Then to convert the contact into a sub-account, and therefore allow the contact to login, just tick the sub-Account checkbox.
Next, enter a password and then tick the various options that you want to grant the sub-account permission to access.
Below is a screenshot of the client area configuration screen for sub-accounts permission.
The permissions are mostly self-explanatory but some clarifications:
- Change Password - this page can be accessed by all sub-accounts and allows them to change their own login password
- View & Manage Contacts - this allows access to view & edit all contact users belonging to the master account
- Manage Domain Settings - this refers to being able to view & change nameservers, locking status, WHOIS information, etc...
- View & Pay Invoices - this includes allowing access to the change credit card details page of the client area
- Allow Single Sign-on - tick this option to allow the client to log in to a hosting account's control panel via Single Sign-On (eg. cPanel).
When the sub-account user logs in, they see exactly the same client area that the master account owner would see, but not the areas that the master account doesn't give them permissions to access.
Please be mindful of the level of access you give your developer or website administrator as this obviously determines whether they will have access to your credit card info, billing reports and other sensitive data that relates to your Web Hosting Magic account.
