Can I add additional account contacts and users?

Each account has the ability to create both additional account contacts and sub-account users.

Additonal contacts can be set up to receive specific notifiations relating to your account.
Specific notifcation groups include invoices, support, and products.

If an additional contact also requires their own account login, they can also be upgraded to an account user.
Specific permissions can be set for each user as well.


Creating a New Account Contact / User

1. Log into your account & navigate to the Client Area (button in the top right-hand corner)

2. Click the 'Update Your Details' button (underneath Account Information)

AccountContact01

3. Click on the 'Contacts' Sub-Accounts' tab

AccountContact02

4. Select 'Add New Contact' in the Choose Contact dropdown

5. Fill in the contact's Personal Details & Address

6. Select the required notifications under Email Preferences


To turn the Contact into a Sub-Account User

7. Select the 'Activate Sub-Account' tickbox

8. Enter and confirm the new User password

9. Select the required Sub-Account Permissions

10. Click 'Save Changes' and the User is now created

Notes: The email address will be the username for the new Sub-Account.
Each user must have a unique email address



Upgrading a Contact to a Sub-Account User

1. Log into your account & navigate to the Client Area (button in the top right-hand corner)

2. Click the 'Update Your Details' button (underneath Account Information)

AccountContact01

3. Click on the 'Contacts'Sub-Accounts' tab

AccountContact02

4. Choose the required contact from the dropdown box and click 'Go'

5. Scroll down & select the 'Activate Sub-Account' tickbox

6. Enter and confirm the new User password

7. Select the required Sub-Account Permissions

8. Click 'Save Changes' and the User is now created

Notes: The email address will be the username for the new Sub-Account.
Each user must have a unique email address



Updating an existing Account Contact / User

1. Log into your account & navigate to the Client Area (button in the top right-hand corner)

2. Click the 'Update Your Details' button (underneath Account Information)

AccountContact01

3. Click on the 'Contacts'Sub-Accounts' tab

AccountContact02

4. Choose the required contact from the dropdown box and click 'Go'

5. Scroll down & update the necessary details.

6. Click 'Save Changes' and the details will be updated



Removing an existing Account Contact / User

1. Log into your account & navigate to the Client Area (button in the top right-hand corner)

2. Click the 'Update Your Details' button (underneath Account Information)

AccountContact01

3. Click on the 'Contacts'Sub-Accounts' tab

AccountContact02

4. Choose the required contact from the dropdown box and click 'Go'

5. Scroll down & click the 'Delete Contact' button

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