What are Sub-Accounts?
Sub-Accounts allow you to create sub-users under your main account, which then allows that contact to login, and carry out various actions that you have permitted them to.
We call the primary login (aka, you) the master account owner, and any users you create under your, account Sub-Accounts.
Why would a you use them?
Each section of the client area has it's own permission setting 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
How do Support Tickets work with them?
If a sub-account user opens a support ticket, then you as the main account holder will be CC'd any replies relating to that ticket by email along with the master account holder. Contacts can also open tickets simply by emailing if piping is enabled, and the emails from them will be automatically collected and assigned to the master client account.
One contact user will not receive email updates about the tickets submitted by another contact, but they can still view all the tickets belonging to the master account holder when logging in.
