How do I add additional contacts to my client account?

Setting up extra contacts on a client account is useful for several reasons, and have multiple purposes:

• Billing contact – if you want our invoices to be sent to an additional recipient than the main contact, or to another postal address (e.g. an invoice scanning facility).
• Sub-account – a contact which may log on to and manage your client account.

Regardless of what kind of additional contact you wish to add, it is done in the same way. What access level and functions that shall be available for the contact is determined by email settings and permissions selected later.

Add a new contact

To add a new contact to your client account, follow these instructions:

1. Log on to the client area.
2. In the menu to the left, click My Account under Account.
   
   
   
3. Click the tab Contacts/Sub-accounts.
   
4. Under Choose contact, select Add new contact and click Go.
   
   
   
5. Fill out the form, all fields are mandatory except Company name and Address 2.
   
   
   
6. Then click the Save changes button at the bottom.
   
   

Your new contact is now created. However, it has no permissions on your client account, nor will it receive any email messages sent out to the account owner. This will be taken care of below.

Set up a billing contact

If you’ve added a Peppol ID for E-invoicing, the primary account’s contact details will be shown on the invoice, regardless of chosen billing contact.

To set up the new contact you created according to the instructions above as a billing contact, you need to give the contact permissions as follows:

1. On the page for Contacts/Sub-accounts, make sure to select the contact you just created in the dropdown menu next to Choose contact then click Go.
   
   
   
2. A bit down you’ll find Email preferences. Make sure the checkbox Invoice emails - invoices & billing reminders is selected.
   
   
   
3. Then click the Save changes button.
   
   

If you only want invoices to be sent to the billing contact, you’re done here. If you on the other hand want the billing contact’s information to end up on the invoices, you need to perform the additional steps described below.

4. Click the tab My details on the top of the page.
   
   
   
5. In the dropdown menu next to Default billing contact, select the newly created contact.
   
   
   
6. If you do not want payment confirmation emails to be sent to the billing contact (nor to other contacts), tick the checkbox for this.
   
   
   
7. The click Save changes on the bottom.
   
   

Set up a sub-account

If you instead wish that the newly created contact should be a sub-account with access to your client area, services etc, you need to give the contact the proper permissions for this.

Please note that if you shall be able to set the contact as a sub-account, the email address on the contact must be unique. Hence, it cannot be set on a client account or on another sub-account.

1. On the page for Contacts/Sub-accounts, make sure to select the contact you just created in the dropdown menu next to Choose contact then click Go.
   
   
   
2. To activate the contact as a sub-account, click the checkbox next to Tick to configure as a sub-account with client area access.
   
   
   
3. Select the permissions the sub-account shall have under Permissions. Also enter a password twice for the sub-account.
   
   

Make sure to tick the boxes next to View products & services, View and modify product passwords, and Perform single sign-on if you want the sub-account to be able to log on to cPanel via the one-click login.

Please note that one-click login to cPanel for a sub-account only works if you have a web hosting account with us, not on Agency services or Managed Server.

4. Under Email preferences, tick the boxes for the different kinds of email messages that the sub-account should receive.
   
   
   
5. Finally, click Save changes on the bottom.