Add a new contact<\/h2>\n\n\n\n
To add a new contact to your client account, follow these instructions:<\/p>\n\n\n\n
- \n
- Log on to the client area<\/a>.<\/li>\n\n\n\n
- In the menu to the left, click
My Account<\/code> underAccount<\/code>.![\"\"](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_menu_account_my_account.png\")
<\/a><\/a>
<\/li>\n\n\n\n- Click the tab
Contacts\/Sub-accounts<\/code>.![\"\"](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_my_details_menu_contacts_sub-accounts.png\")
<\/a><\/li>\n\n\n\n- Under
Choose contact<\/code>, selectAdd new contact<\/code> and clickGo<\/code>.![\"Choose](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_choose_contact.png\")
<\/a>
<\/li>\n\n\n\n- Fill out the form, all fields are mandatory except Company name and Address 2.
![\"Contact](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_contact_details.png\")
<\/a>
<\/li>\n\n\n\n- Then click the
Save changes<\/code> button at the bottom.![\"Save](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_save_changes.png\")
<\/a><\/li>\n<\/ol>\n\n\n\nSet up a billing contact<\/h2>\n\n\n\n
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:<\/p>\n\n\n\n
- \n
- On the page for
Contacts\/Sub-accounts<\/code>, make sure to select the contact you just created in the dropdown menu next toChoose contact<\/code> then clickGo<\/code>.![\"Choose](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_choose_contact_billing.png\")
<\/a>
<\/li>\n\n\n\n- A bit down you’ll find
Email preferences<\/code>. Make sure the checkboxInvoice emails - invoices & billing reminders<\/code> is selected.![\"Checkbox](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_invoice_emails_checkbox.png\")
<\/a>
<\/li>\n\n\n\n- Then click the
Save changes<\/code> button.<\/a><\/a><\/li>\n<\/ol>\n\n\n\n- \n
- Click the tab
My details<\/code> on the top of the page.![\"My](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_my_details.png\")
<\/a>
<\/li>\n\n\n\n- In the dropdown menu next to
Default billing contact<\/code>, select the newly created contact.![\"Default](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_default_billing_contact.png\")
<\/a>
<\/li>\n\n\n\n- If you do not want payment confirmation emails to be sent to the billing contact (nor to other contacts), tick the checkbox for this.
![\"Checkbox](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_payment_confirmation_email.png\")
<\/a>
<\/li>\n\n\n\n- The click
Save changes<\/code> on the bottom.<\/a><\/a><\/li>\n<\/ol>\n\n\n\nSet up a sub-account<\/h2>\n\n\n\n
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.<\/p>\n\n\n\n
- \n
- On the page for
Contacts\/Sub-accounts<\/code>, make sure to select the contact you just created in the dropdown menu next toChoose contact<\/code> then clickGo<\/code>.![\"Choose](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_choose_contact_tech.png\")
<\/a>
<\/li>\n\n\n\n- To activate the contact as a sub-account, click the checkbox next to
Tick to configure as a sub-account with client area access<\/code>.![\"Tick](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_tick_to_activate_sub-account.png\")
<\/a>
<\/a><\/li>\n\n\n\n- Select the permissions the sub-account shall have under
Permissions<\/code>. Also enter a password twice for the sub-account.![\"Permissions](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_sub-account_permissions_and_password.png\")
<\/a><\/li>\n<\/ol>\n\n\n\nMake sure to tick the boxes next to
View products & services<\/code>,View and modify product passwords<\/code>, andPerform single sign-on<\/code> if you want the sub-account to be able to log on to cPanel via the one-click login.<\/p>\n\n\n\n- \n
- Under
Email preferences<\/code>, tick the boxes for the different kinds of email messages that the sub-account should receive.![\"Select](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/client_area_sub-account_email_prefs.png\")
<\/a>
<\/a><\/li>\n\n\n\n- Finally, click
Save changes<\/code> on the bottom.
<\/a><\/a><\/li>\n<\/ol>\n\n\n\n<\/p>\n","protected":false},"excerpt":{"rendered":"
Setting up extra contacts on a client account is useful for several reasons, and have multiple purposes: Add a new contact To add a new contact to your client account, follow these instructions: Set up a billing contact To set up the new contact you created according to the instructions…<\/p>\n","protected":false},"author":12,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"ht-kb-category":[210],"ht-kb-tag":[],"class_list":["post-10651","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-login-contact-information"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.oderland.se\/support\/en\/wp-json\/wp\/v2\/ht-kb\/10651","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.oderland.se\/support\/en\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.oderland.se\/support\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.oderland.se\/support\/en\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.oderland.se\/support\/en\/wp-json\/wp\/v2\/comments?post=10651"}],"version-history":[{"count":34,"href":"https:\/\/www.oderland.se\/support\/en\/wp-json\/wp\/v2\/ht-kb\/10651\/revisions"}],"predecessor-version":[{"id":23003,"href":"https:\/\/www.oderland.se\/support\/en\/wp-json\/wp\/v2\/ht-kb\/10651\/revisions\/23003"}],"wp:attachment":[{"href":"https:\/\/www.oderland.se\/support\/en\/wp-json\/wp\/v2\/media?parent=10651"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.oderland.se\/support\/en\/wp-json\/wp\/v2\/ht-kb-category?post=10651"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.oderland.se\/support\/en\/wp-json\/wp\/v2\/ht-kb-tag?post=10651"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Finally, click
- To activate the contact as a sub-account, click the checkbox next to
- In the dropdown menu next to
- A bit down you’ll find
- In the menu to the left, click
![<\/a>](\"https:\/\/www.oderland.se\/support\/wp-content\/uploads\/2019\/10\/spara-andringar.png\"){kind=link}