What are Sub-Accounts?

Sub-Accounts allow clients to create sub-users under their main account which have their own login credentials.  Clients can specify what areas of access a Sub-Account has by setting their permissions.

We call the primary login the master account owner, and any users they create under their account is a Sub-Accounts.

Why would a client use them?

Each section of the client area has its own permission so the access rights can be fine tuned by the master account holder (and any sub-accounts given 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

To add Sub-Account:
  1. Log into Newtek Client Portal Area - http://manage.newtekwebhosting.com

  2. Navigate to the "Account" Tab

  3. Click "Contacts/Sub-Accounts"

  4. Click "Add New Contact" from the Choose Contact drop down menu and fill in the form

  5. Remember to tick “Activate Sub-Account” to activate the sub-account. You may then set the “Sub-Account Permissions” and indicate the level of access the user should have when logged into the Client Area.

 
 
To Modify/Remove an existing Sub-Account:
  1. Log into Newtek Client Portal Area - http://manage.newtekwebhosting.com

  2. Navigate to the "Account" Tab

  3. Click Contacts/Sub-Accounts

  4. Select the Sub-Account to Modify/Remove

  5. Make the necessary modifications and click Save Changes or if you are looking to remove the Sub-Account click the Delete Contact.

 
 
Sub-Account Permissions:

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