Add a contact to your account: Difference between revisions

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Rewritten for the current Client Area (WHMCS 8), checked against the live Client Area
 
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Follow these steps to add a contact to your Account in your Client Area.
A contact is someone who receives copies of certain emails from us, such as invoices or support ticket updates, without logging in to your account. For example, you might add your bookkeeper so they receive invoices.


'''[1]''' Log into your [https://billing.ace-host.net/clientarea.php Client Area]
To let someone log in to your account, see [[Give someone access to your account]] instead.


If you do not have access to your Client Area with us, you can request a password reset here:
'''1.''' Log in to the [https://billing.ace-host.net Client Area].
[https://billing.ace-host.net/pwreset.php Client Area Password Reset]  


'''[2]''' Click the down arrow next to "Hello, <Your Name>!" in the top right.
'''2.''' Click '''Hello, ''your name''!''' at the top right, then '''Contacts'''.


[[File:Hellouser.png]]
'''3.''' If you already have contacts, choose '''Add New Contact''' in the '''Choose Contact''' list and click '''Go'''. Otherwise the '''Add New Contact''' form is already shown.


'''4.''' Enter the contact's name, email address and other details.


'''[3]''' Click on Contacts/Sub-Accounts.
'''5.''' Under '''Email Preferences''', tick the emails the contact should receive: General, Invoice, Support, Product or Domain emails.


[[File:Contacts.png]]
'''6.''' Click '''Save Changes'''.


To change or remove a contact later, select them in the '''Choose Contact''' list and click '''Go'''.


'''[4]''' If you already have a contact on your account, click the down arrow next to Choose Contact and select "Add New Contact". Click Go.<br>
[[Category:WHMCS]]
 
Otherwise, fill in the new contact's information and then choose whichever options you would like for them to have under Email Preferences.
<br>
'''Makes sure that Activate Sub-Account is checked.'''
<br>
 
When done, Click Save Changes and the new contact is added.
 
 
[[File:New contact2.png]]
 
[[Category: WHMCS]]

Latest revision as of 00:49, 27 October 2026

A contact is someone who receives copies of certain emails from us, such as invoices or support ticket updates, without logging in to your account. For example, you might add your bookkeeper so they receive invoices.

To let someone log in to your account, see Give someone access to your account instead.

1. Log in to the Client Area.

2. Click Hello, your name! at the top right, then Contacts.

3. If you already have contacts, choose Add New Contact in the Choose Contact list and click Go. Otherwise the Add New Contact form is already shown.

4. Enter the contact's name, email address and other details.

5. Under Email Preferences, tick the emails the contact should receive: General, Invoice, Support, Product or Domain emails.

6. Click Save Changes.

To change or remove a contact later, select them in the Choose Contact list and click Go.

Retrieved from "https://kb.acenet.us/index.php?title=Add_a_contact_to_your_account&oldid=2820"