Related Service:

SuperClient

Situation:

There may be a time when you want different users to control different aspects of your Netspace(India) account such as when the billing team should be notified when a renewal is due and the support team should be able to control the cPanel account without knowing your primary password.Thus, in this scenario you can create sub-account via client area.

Solution:

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 as the master account owner and any users they create under their account as sub-accounts.

Why Should I use them?

Each section of the client area has its permission setting so, the access rights can be fine-tuned by the master account holder (and any sub-accounts if granted 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, which was previously impossible.
  • 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

As before there are also the 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 my sub-account?

When a sub-account user opens a support ticket, the master account holder and they will both be copied on any email correspondence regarding that ticket.

One contact user won't get email notifications when another contact submits tickets, but when logged in, they can still see all of the master account holder's tickets.

Creating/Modifying a Sub-Account

Follow the steps below to create Sub-Account via client area.

  1. Login to client area.
  2. To create a sub-account, begin by creating or locating an existing contacts record. Once logged in to the client area go to Account Details(click on the blue symbol)(1) >> User Management(2).Refer to the screenshot below.



  3. Click Invite New User as indicated once the page below has loaded.



  4. Now, insert the email address of the contact as shown below.



  5. Inviting a new user allows you to invite a new user to your account. If the invitee already has an existing user account, they will be able to access your account using their existing login credentials. If the user does not yet have a user account, they will be able to create one.

  6. Next tick the various permissions that you want to grant to the sub-account user. Below is a screenshot of the client area configuration screen for sub-accounts permissions.



  7. After adding permissions you need to click on Send Invite as shown below.

It is important to note that multiple contacts can have the same email address when being used for email notifications only, but if activating them as a Sub-Account, the email address must be unique since it will be used for the login.

What does the Sub-Account user see?

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

 

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