Account Contacts

An account contact allows you to provide access to parts of your SiteHost account without giving them access to the full account or login details. You can add, update, or remove contacts; providing them individual logins to your account, or adding contact details that monitoring or accounting emails may be sent to.

How to Add an Account Contact

  1. When logged in to the Control Panel select the Account module from the left menu.
  2. Select the Contacts sub-module from the left menu.
  3. Click the Add Contact button in the top right.
  4. Fill in the details for this new contact.
  5. Click Create Contact to create the new contact.

After a contact has been created it still needs to be assigned roles and/or module access depending on what you created the contact for.

Setting Account Roles

Roles are used to target specific communications or features to specific users. You can add multiple roles to a contact, and also a single role across multiple contacts. For example everyone assigned the "Accounts Role" will be emailed SiteHost invoices.

Assign or Change a Role Against a Contact:
  1. When logged in to the Control Panel select the Account module from the left menu.
  2. Select the Contacts sub-module from the left menu.
  3. Select the contact you wish to assign/change roles for.
  4. Under the Roles header you can tick which roles you want this contact to have.
  5. Click Update Details to assign these roles to the contact.

Setting Username and Password for an Account Contact

The username for an Account Contact can only be set once, so if you need to change the username you will need to recreate the contact and delete the old one.

  1. When logged in to the Control Panel select the Account module from the left menu.
  2. Select the Contacts sub-module from the left menu.
  3. Click the name of the contact you wish to add a username/password for.
  4. Select Set Username & Password button in the navigation tab.
  5. Fill in the username and password fields.
  6. Click Update Contact to set the username and password.

Update the Password of an Account Contact

  1. When logged in to the Control Panel select the Account module from the left menu.
  2. Select the Contacts sub-module from the left menu.
  3. Click the name of the contact you wish to change the password for.
  4. Select Change Password button in the navigation tab.
  5. Fill in the password fields.
  6. Click Change Password to update the password.

Change the Module Access of an Account Contact

  1. When logged in to the Control Panel select the Account module from the left menu.
  2. Select the Contacts sub-module from the left menu.
  3. Click the name of the contact you wish to update module access for.
  4. Select Module Access button in the navigation tab.
  5. Tick any modules you want the contact to have access to (and untick those you don't want).
  6. Click Update to apply the module access changes.