How do I add a contact or sub-account?

You add a contact in the client area under Contacts/Sub-Accounts. That way, for example, your accountant can receive the invoices. If you make it a sub-account, that person can also log in, with only the permissions you tick.

Add a contact

1. Log in to my.planetnode.net.
2. On the dashboard, click New Contact... under Contacts. You can also go to Contacts/Sub-Accounts via Update.
3. Make sure Choose Contact is set to Add New Contact.
4. Fill in the details: First Name, Last Name, Company Name, Email Address, Phone Number and the address.
5. Under Email Preferences, choose which emails this person receives (see below).
6. Click Save Changes.

Email preferences

Tick which emails the contact receives:

• General Emails: general announcements and password reminders.
• Product Emails: order details, welcome emails and similar.
• Domain Emails: renewal notices and registration confirmations.
• Invoice Emails: invoices and billing reminders.
• Support Emails: the client area describes this as "Allow this user to open tickets in your account".

Make it a sub-account

A sub-account can log in to your account with its own email address and password.

1. Under Activate Sub-Account, tick Tick to configure as a sub-account with client area access.
2. A list of permissions appears under Sub-Account Permissions. Only tick what this person needs, for example View & Pay Invoices or View & Open Support Tickets. Check All ticks everything.
3. Enter a password for the sub-account under New Password and Confirm New Password.
4. Click Save Changes.

Edit a contact

Select the contact you want to change under Choose Contact and click Go. Change the details, permissions or email preferences and click Save Changes.

Check

The new contact is listed on the dashboard under Contacts and in the Choose Contact list.