Contacts or Sub Accounts for members portal

Adding contacts or sub-accounts allows you to delegate access for billing, support, or other functions within your account.

Steps to Add Contacts or Sub-Accounts:

1. Log in to the SoftSys Hosting Members Portal.

2. From the top menu, go to “Hello, [Your Name]” > Contacts/Sub-Accounts.

3. Click on “Add New Contact”.

4. Fill in the contact details (name, email, phone, etc.).

5. Check “Activate Sub-Account” to create login access for the contact.

6. Set the email preferences for what notifications the contact should receive (e.g., invoices, support updates).

7. Define permissions:

   • Support access

   • Billing management

   • Product access, and more.

8. Click Save Changes.

What can Sub-Accounts do?

Sub-accounts can:

• Submit and respond to support tickets

• View or pay invoices

• Manage services, based on permissions you assign

This is great for team members, accountants, or IT managers who need limited or full access to your account.