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Knowledge Base

Manage contact accounts or sub-accounts

Add a contact account or a sub-account

In “Client Area”, click on “+ New Contact” button to add new contact account information.

If you need to set up a contact account as a sub-account, enable “Activate Sub-Account”, to allow sub-account login into “Client Area”. Subsequently, set the permissions and new passwords for the Sub-Accounts as required.

Set the type of email that can be received by a contact account, or a sub-account, in the “Email Preferences”. Finally click on “Save Changes” button to finish adding the new account.


View, edit contact accounts or sub-accounts

In Client Area, click on the green “Update” button, then click on “Contacts/Sub-Accounts” button from left sidebar.

From “Choose Contact”, located at the top of page, select the contact you wish to view or edit, and click the “Go” button to view that account information.

If you need to change account information, you can edit the fields and change information as needed.

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