How to Create a User or Contact

There’s a few reasons why you might want to create users or contacts within your Websavers account.

Client Centre Contacts cannot login to manage the account and can be created for the following reasons: A) to save an alternative email address for the account owner (must use the same name as account owner), B) for accounting personnel to receive invoice notification emails, C) for your IT personnel to receive copies of support emails. Contacts are not authorized to request changes to the account, unless the contact has the same name as the account owner (ex: alternate email address).

Client Centre Users can be created to provide someone with the ability to login and manage the Websavers account. This could be to A) complete payments on invoices, B) view and respond to tickets from directly within the Client Centre, C) manage your domain name, or D) access Plesk to make changes to your hosting plan. All Users on the account will be authorized by our support staff to make changes to your account.

Plesk Users can be created to supply your web developer access strictly to your hosting (no domain registration access, ordering, billing, invoices, etc) and you can configure their role with fine-grained permissions to ensure they can only access the parts of Plesk of your choosing. This will allow them to complete actions like alter DNS records or create or manage website files with the File Manager or by FTP.

Plesk Customers (available to resellers only) can be created to provide your customers access to manage their own subscriptions. This is the correct type of User to create for your customers if you’re a reseller.

The details and steps in this article were updated on Mar 14, 2021 to replace the former “Sub-Accounts” functionality with the all new Client Centre Users system.

Client Centre Contacts

To create a Client Centre Contact, login to our Client Centre, then in the upper right corner, choose More > Contacts. Beside “Choose Contact” at the top of the page, select “Add New Contact” from the dropdown. Fill out the contact details, then select the email notifications you wish for them to receive. For example, if this person works in your accounting department, you would likely select only “Invoice Emails”. If they work in your tech support department, then you should select “Support Emails”.

Security Alert: No matter the type of User you create, it’s important for security reasons to remember to only assign permissions or roles that the user absolutely requires to get their job done and remove the User when they no longer require access to your account.

Client Centre Users

This replaces both of the former “Client Centre Sub-Accounts” and “Linked Accounts“.

These User Accounts are typically used for employees of your organisation and not occasional contractors.

To create a Client Centre User, login to our Client Centre, then in the upper right corner, choose More > User Management. Under “Invite New User” enter the email address of the person you wish to invite. You may provide them with All Permissions for full access to your account, or you can allow the user access only to the areas they need access to (this is best). Here are some examples:

• For personnel in your accounting department, you would likely enable access to “View & Pay Invoices”
• If this is an account for a manager you trust, you would probably assign access to all areas except “Modify Master Account Profile”
• If you haven’t yet ordered any products and want someone else to do that for you, you probably want to provide “All Permissions” and then you can always step them back later.
• If you’re assigning someone access to manage your domain name registrations, you would check off everything pertaining to domains: View Domains and Manage Domain Settings.

When you invite someone that already has a Websavers account under that email address, they will be able to login to their own account and then access yours from the User Management page. When you invite someone that does not have a Websavers account, they will be prompted to create an account.

Tips:

• Security Warning: If you assign the user access to “View & Modify Product Passwords”, the sub-account will be able to see and change your login credentials for Plesk.
• Plesk Access Permissions: If you want the user to be able to access Plesk with the same level of access that you have, enable the Perform Single Sign-On permission and they’ll be able to login to Plesk without seeing your Plesk credentials.
• Log out before accepting invite: If you’re inviting your own Account A as a User of Account B, make sure you log out of all accounts after you send the invite. Then when you receive the invite, click the URL within and log in to Account A to accept the invite and the link will be created successfully. If you’re already logged into an account when you click the link, it will not create the link successfully.
• Tech Support Emails: If you are a user on someone else’s account and you’ll be communicating with Websavers staff for technical support requests and you do not wish for the account owner to receive those email notifications, either you (if you have the “Modify Master Account Profile” permission) or the account owner can go to More > Account Details, scroll down and un-check the “Support Emails” option under Email Preferences. Now creating or updating any tickets under the tech support department will not notify the account owner.

Plesk Users

We recommend creating Plesk user accounts when you have someone working for you that only requires access to your hosting environment to make changes to your website. These users will not have access to your overall Websavers account, billing or invoices, nor domain name registrations.

Most website developers will want access to your Content Management System (like WordPress) and your hosting control panel so that they can manipulate the underlying files that make up the CMS and its themes and plugins. A Plesk User is the best way to supply this kind of access.

TIP: If the person that you’re providing access to already has a Websavers account, rather than creating a Plesk User for them, it may be simpler to instead invite them to be a user under your own Websavers account. See Client Centre User above to learn how to do this.

Here’s how to create a Plesk User:

• Log in to Plesk.
• Click the Users tab in the main menu
• Select the “Create User Account” button
• Fill in the contact’s name
• Choose the “Use an external email address” option, then fill in their email.
• Select their User Role. In most cases you want “WebMaster”. If you don’t like the roles provided (or you wish to examine them in detail) you can check the specific permissions for a role or create new roles under the “User Roles” sub tab
• You may limit the subscriptions they have access to if you have more than one.
• Provide a username and password for them to login
• Click OK to save your settings

Once the user is created, they will be able to login at the “PLESK URL” shown in the Client Centre (under the hosting plan). When you’re logged in to Plesk already, the URL will also be shown in your address bar. It is formatted like this: https://{server_name}.websavers.ca:8443

TIP: If you’re looking for FTP or SFTP users, take a read over this guide.

Plesk Customers (for Resellers)

If you’ve got a reseller account, you’ll want to organize your customers as, well, customers! This way you can give each of your customers their own Plesk access if you decide to, and it gives you a lot of flexibility in managing each customer.

To create a customer account:

• Log in to Plesk.
• Click “Customers” on the left sidebar
• Click “Add a customer”
• Fill out the customer’s information and:
  • If you’re moving an existing subscription to this customer, un-check “create a subscription for this customer”
  • If you’re setting up a new customer with a new subscription, leave it checked and fill in the subscription details.
• Click OK to save
• If you’re moving an existing subscription to this customer, click Subscriptions on the left, then find the subscription to move in the list. Check the box beside it to select it, then choose the “Select Subscriber” button at the top of the page. Choose your newly created customer in the list and save your changes.
• Your customer will now have access to their subscription(s)!