Adding a Sub Contact

An extension of the Contacts feature, 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.

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'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.

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