What is the difference between a user and a contact in my Client Portal?

This article will explain the difference between the new account user section and the existing contact section within your Client Portal and provide instructions on how to add a new user or contact.


 

What is an account user?

The user management system was introduced to allow a single user access to multiple client accounts.

 

This new feature offers a flexible way for customers to manage their accounts and grants account access to multiple users.

 

When you create a new account the user is created based on the account profile, this new user is the account owner.

 

Adding a user is useful if a web designer has multiple but separate accounts with us. The web designer can log in as a user and access each of these accounts using a single set of credentials. However, the accounts would not be connected.

 


 

What is a contact?

The 'Contacts' section allows you to set which email categories the contact should receive copies of. It also allows you 

 


 

To set these up on your account please follow the article [How do I add a new user to open support requests?].


 

Need further assistance?

If you require further assistance please contact the ProStack team and we can help get this resolved for you! [Get in touch today!]


 

  • 1 Users Found This Useful
Was this answer helpful?

Related Articles

How do I reset my Client Portal password?

    If you're unable to log into your account, you can easily reset your password...

How do I update my Contact Details?

    You can update or edit your contact details within the [client portal] (If you...

How do I view my invoices?

    You can view or download any invoices within the [client portal] (If you cannot...

Why does my invoice address not match my primary account details?

    Have you recently updated your primary account information but the latest...

How do I view my account credit?

    If you have credit on your account and wish to see the current balance, you can...