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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, you can submit a ticket through the customer portal or contact our Customer Support team at cs@ipserverone.com. Happy managing!