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Secondary user guide: Managing primary accounts and details of roles
Introduction
This guide provides step-by-step instructions for secondary users managing multiple accounts in the portal. Whether you’re new to this feature or need a refresher, these guidelines will help ensure a smooth and efficient experience while navigating primary user accounts.
Accessing Primary User Accounts
To access a primary user’s account:
- Log in to the customer portal, and click the Management Mode icon at the top right. Then, select the primary user’s name from the list to access their account.
Note: Secondary users may be granted access to multiple primary accounts.
- The next page will confirm you are accessing the primary user’s account. To exit, click the [x] button.
Manager Role Access
If you are assigned the Manager Role, you can use Delegate Access on behalf of the primary account to:
- View, grant, and remove roles for yourself and other secondary users.
- Set up or remove notifications for yourself and other secondary users.
Role-Specific Access and Abilities
The portal provides different access depending on the role assigned. Below are the specific abilities for each role:
Manager Role
- Manage secondary users and assign roles.
- Set up notifications for secondary users.
- Access My Services to view service lists.
- Assist with name server changes, WHOIS updates, and domain ownership management.
Technical Role
- Manage services through NovaCloud.
- View a list of services.
- Submit tickets via the Help Center.
Billing Role
- View services that are expiring or have expired.
- Access My Services and the Billing & Payment sections.
Purchasing Role
- Make purchases via the Dashboard or My Services section.
Visitation Role
- Access My Services and the Data Center menu to submit visitation requests.
Conclusion
Managing multiple accounts as a secondary user is a simple process designed to enhance productivity. Your role in accessing and managing primary accounts is crucial, and should you encounter any issues or have further questions, please contact our support team. Happy managing!