This article explains in detail on how to add a contact to your account in the Managed.com Control Panel.
- Login to your Managed.com Control Panel
- In the contacts section on the welcome screen select the button +New Contact...
- You will be taken to the Add New Contact screen fill out the necessary information to create a contact. To better help the support, sales, and/or billing teams please provide the following information to better assist in contacting the additional contact:
- First Name
- Last Name
- Company Name (Not required but nice to know)
- Email Address
- Phone Number (including the country code, as needed)
- Address
- City
- State/Region
- Zip/Postal Code
- Country
- For the activate sub-account section, this is only required if you want to create a user in the Managed.com Control Panel. The best reason why you'd want to do this would they would be able to contact the Managed.com Support team if they need to request help.
- Choosing this option will expand to a selection of permissions you can give the contact the recommended options are as follows depending on your needs:
- View Products & Services - (Shared hosting customers this will allow your contact to access the Plesk Control panel as needed)
- Perform Single Sign-On - (This is required if you selected the previous option)
- Manage Domain Settings - (This is only required if you have registered a domain with Managed.com)
- View & Pay Invoices - (If the account contact is the one required to pay invoices on the account this option gives the contact that ability)
- View & Open Support Tickets - (If you'd like to have your contact be able to submit tickets on your behalf, please select this option)
- View Emails - (This will allow the contact to see any emails sent from the Managed.com Control Panel i.e. invoices, maintenance emails, orders, and other important emails pertaining to an account)
- Provide a strong password using the Tips for a good password, or following the KB listed here
- The last section is the Email Preferences, go through each one and decide which emails you'd like your contact to get. A list of recommendations is below:
- General Emails - (If you have selected to create a sub-account, this will be required for Password Reminders)
- Product Emails - (If you need to have your contact recieve welcome emails or order details you can use this option, but isn't required)
- Domain Emails - (If you have a domain registered with Managed.com you will likely need to have this option selected for renewals, transfers or confirmations)
- Invoice Emails - (If this contact is responsible to pay invoices, select this option to have your contact recieve invoice emails)
- Once you have completed all the necessary fields in the form, select Save Changes
Please Note: If for some reason you selected Activate Sub-Account and recieve a warning that the user already exists, this is likely due to the fact that the email address is already in use for another customer or they themselves are a customer and you will need to do one of the following:
- Request your contact provide you an alternative email
- Don't create the sub-account
Additional Note: During this process if you get any other errors please contact the Managed.com Support team via the Managed.com Control Panel to create a ticket or emailing support@managed.com
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Article ID: 2814, Created: July 16, 2019 at 2:31 PM, Modified: July 16, 2019 at 2:52 PM