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Adding contacts and additional users

Account & Security How-to 4 views 1 min read Back

A contact receives copies of your emails; a user can sign in and act on the account with the permissions you choose. Both are managed from the account menu.

Add a contact

  1. Open Contacts from the account menu and choose Add New Contact.
  2. Enter the name and email address.
  3. Tick which emails the contact should receive: invoices, support, product or general notices.

Invite a user

  1. Open User Management and choose Invite New User.
  2. Enter the email address and choose the permissions - for example view and pay invoices, or open and reply to tickets, without access to account details.
  3. The person receives an invitation and sets their own password; they sign in with their own two-factor authentication.

Remove access

Remove a user from User Management and their sign-in stops immediately. Removing a contact stops the email copies.

contactsuserspermissions
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