{"id":334,"date":"2021-10-26T18:43:42","date_gmt":"2021-10-26T18:43:42","guid":{"rendered":"https:\/\/christianwebhost.com\/support\/?p=334"},"modified":"2022-09-06T13:50:55","modified_gmt":"2022-09-06T13:50:55","slug":"adding-additional-users-contacts","status":"publish","type":"post","link":"https:\/\/christianwebhost.com\/support\/customer-account-dashboard\/adding-additional-users-contacts\/","title":{"rendered":"Adding Additional Users\/Contacts (Sub-Accounts)"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\" id=\"top\">Overview<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<ul class=\"wp-block-list\"><li><a href=\"#why-contact\" data-type=\"internal\" data-id=\"#why-contact\">Why would you need more contacts?<\/a><\/li><li><a href=\"#add-contact\">Adding or Updating a Sub-Account<\/a><\/li><li><a href=\"#contact-update\">Updating Contact Info<\/a><\/li><li><a href=\"#permissions\">Updating permissions<\/a><\/li><li><a href=\"#emails\">Updating Notification Emails<\/a><\/li><\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>There are several reasons that you may want to add an additional contact or user to your client area. We refer to these as Sub-Accounts. We will go over them here in this guide, as well as how to add or update them.<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator is-style-dots\" id=\"why-contact\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Why would you need more then one contact?<\/h2>\n\n\n\n<p>There are times when you may want to allow someone to access to your account. This can be very useful if you have an accountant that manages your invoices and payments for you. It is also useful if you have a web developer that needs access to your hosting service or the domain controls. It can also be helpful if you have different business and billing addresses or several people that manage your account.<\/p>\n\n\n\n<p>Each account and sub-account needs to have a unique email address as this is what is used as the username. If you have email hosting with us, you can <a href=\"https:\/\/christianwebhost.com\/support\/2021\/10\/26\/create-an-email-address\/\" data-type=\"post\" data-id=\"316\">create an email address<\/a> to use for this new contact or an <a href=\"https:\/\/christianwebhost.com\/support\/email\/email-forwarding\/\" data-type=\"post\" data-id=\"1040\">alias<\/a> if you do not wish to manage another mail box.<\/p>\n\n\n\n<p><a href=\"#top\" data-type=\"internal\" data-id=\"#top\">Back to Top<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-dots\" id=\"add-contact\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Adding or Updating a Sub-Account<\/h2>\n\n\n\n<p>The process for adding a new sub-account or updating an existing one are the same. But first, you will need to log into your <a href=\"https:\/\/manage.christianwebhost.com\/clientarea.php\">Client Area<\/a>.<\/p>\n\n\n\n<p>If you don\u2019t know how to access your client area, you can find out <a href=\"https:\/\/christianwebhost.com\/support\/customer-account-dashboard\/accessing-your-client-area\/\" data-type=\"post\" data-id=\"249\">here<\/a>.<\/p>\n\n\n\n<p>Once you log into your client area, you should see your <strong>Contacts<\/strong> on the left hand side of the screen. Click on the contact that you wish to update or <strong>+ New Contact<\/strong> to add a new one.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"866\" height=\"852\" src=\"https:\/\/christianwebhost.com\/support\/wp-content\/uploads\/2021\/11\/ca-home-1.png\" alt=\"The client area homepage.\" class=\"wp-image-553\"\/><\/figure>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"199\" height=\"159\" src=\"https:\/\/christianwebhost.com\/support\/wp-content\/uploads\/2021\/11\/ca-contactmenu.png\" alt=\"The Contacts menu on the left hand side of the client area home page.\" class=\"wp-image-599\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<p>Once you click on the contact or the <strong>New Contact<\/strong>&#8230; button, you should see the <strong>Add New Contact<\/strong> screen.<\/p>\n\n\n\n<p>If you click on a current sub-account, you will be able to update that contact&#8217;s information as well.<\/p>\n<\/div>\n<\/div>\n\n\n\n<hr class=\"wp-block-separator is-style-default\" id=\"contact-update\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Contact Information<\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"644\" height=\"576\" src=\"https:\/\/christianwebhost.com\/support\/wp-content\/uploads\/2021\/11\/ca-contactdetails.png\" alt=\"The contact information for new sub accounts.\" class=\"wp-image-600\"\/><\/figure>\n\n\n\n<p>First, you can choose which account you want to update, or choose <strong>Add New Contact<\/strong>.<\/p>\n\n\n\n<p>Next, fill in the contact information for the sub-account. Be sure to fill in all fields. <\/p>\n\n\n\n<p>Please ensure that your email address unique and is an active email address. This is the address that we will send notices and invoices to. This is also were we would send the password reset emails.<\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-default\" id=\"permissions\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Activate Sub-Account<\/h3>\n\n\n\n<p>If you want this contact to be able to log into your client area you will need to tick the <strong>Activate Sub-Account<\/strong> checkbox. If this sub-account is just for an alternative contact address (Ex. Billing address), you can leave this unchecked. <\/p>\n\n\n\n<p>You will now see several the permissions options.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"642\" height=\"424\" src=\"https:\/\/christianwebhost.com\/support\/wp-content\/uploads\/2021\/11\/ca-contactpermissions.png\" alt=\"Permissions settings for new sub accounts.\" class=\"wp-image-601\"\/><\/figure>\n\n\n\n<p>Here you can select what permissions this user will have and what parts of the client area they will have access to.<\/p>\n\n\n\n<p>You will need to set up a password for this user. This user will be able to access your client area using their email address and the password set here.<\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-default\" id=\"emails\"\/>\n\n\n\n<h3 class=\"wp-block-heading\">Email Preferences<\/h3>\n\n\n\n<p>Here you can set what notification emails this account will receive, whether it be product notices or invoices only.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"639\" height=\"195\" src=\"https:\/\/christianwebhost.com\/support\/wp-content\/uploads\/2021\/11\/ca-contactemails.png\" alt=\"The email preferences for sub accounts.\" class=\"wp-image-602\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity is-style-default\"\/>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>Once you update the information, click <strong>Save Changes<\/strong> to save.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"208\" height=\"40\" src=\"https:\/\/christianwebhost.com\/support\/wp-content\/uploads\/2021\/11\/ca-savecancel.png\" alt=\"Save or Cancel Changes\" class=\"wp-image-605\"\/><\/figure>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p>You can also delete the sub-account here by clicking the <strong>Delete Contact<\/strong> button.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"103\" height=\"42\" src=\"https:\/\/christianwebhost.com\/support\/wp-content\/uploads\/2021\/11\/ca-delete.png\" alt=\"Delete Contact\" class=\"wp-image-606\"\/><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<p><a href=\"#top\" data-type=\"internal\" data-id=\"#top\">Back to Top<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity is-style-dots\"\/>\n\n\n\n<p>If you have any further questions, please be sure to reach out to our support staff by using our chat service in your <a href=\"https:\/\/christianwebhost.com\/support\/2021\/10\/26\/accessing-your-client-area\/\" data-type=\"post\" data-id=\"249\">client area<\/a> or by submitting a <a href=\"https:\/\/christianwebhost.com\/support\/2021\/10\/25\/clientarea-supportticket\/\" data-type=\"URL\" data-id=\"https:\/\/christianwebhost.com\/support\/2021\/10\/25\/clientarea-supportticket\/\">ticket<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>I want someone else to be able to manage my services as well. How do I add additional users and contacts for your client area?<\/p>\n","protected":false},"author":2,"featured_media":2334,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-334","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-account-dashboard"],"_links":{"self":[{"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/posts\/334","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/comments?post=334"}],"version-history":[{"count":18,"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/posts\/334\/revisions"}],"predecessor-version":[{"id":2467,"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/posts\/334\/revisions\/2467"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/media\/2334"}],"wp:attachment":[{"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/media?parent=334"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/categories?post=334"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/christianwebhost.com\/support\/wp-json\/wp\/v2\/tags?post=334"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}