How to create a sub-account or sub-contact

There’s a few reasons why you might want to create a sub-account with Websavers:

  1. You may wish to ensure your accounting personnel receive invoice notification emails, and have the ability to login to complete payment, or that your tech support team receives copies of all support emails. They are often also used when you wish to assign someone else responsibility for managing your domain name registration details.
  2. You may wish to supply your tech support team access to your hosting plan to complete actions like alter DNS records, create or manage website files with the File Manager or by FTP.

Client Centre Sub-Account

The first type of sub-account is at the Client Centre level. This is where you go to create an account that takes care of reason #1 above. These sub-accounts are typically used for employees of your organisation and not occasional contractors.

To create a Client Centre Sub-Account, login to our Client Centre, then go to My Account (upper right corner) then Sub-Accounts. Beside “Choose Contact” at the top of the page, select “Add New Contact” from the dropdown. Fill out the person’s contact details, then check off the email notifications you wish for them to receive.

For example, if this person works in your accounting department, you would likely check off only “Invoice Emails”. If they work in your tech support department, then you would check off “Support Emails”.

If you wish to enable access for the person to login to the Client Centre, scroll down to the “Enable Login” section and check the box beside “Tick to provide Client Centre access”. Supply a password for the person to use when logging in.

Under the “Account Permissions” be sure to allow the user access only to the areas they need access to. 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’re assigning someone access to manage your domain name registrations, you would check off everything pertaining to domains: View Domains and Manage Domain Settings.

Your Client Centre sub-accounts will now be able to login at the usual location using their email address and the password you created: https://clients.websavers.ca

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. The benefit of this is that you won’t need to create a Plesk account for them, as they’ll share your master Plesk account. The downside to this is that if you ever wish to revoke access to the user, you’ll need to remember to also change your Plesk password.

Plesk Sub-Account

We recommend creating Plesk user accounts when you have a contractor working for you that only requires access to your hosting environment to make changes to your website. Most website developers want both 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 sub-account is the best way to supply this kind of access.

To create a Plesk User in Plesk 12+:

  • Log in to Plesk.
  • Click the Users tab in the main menu
  • Select the “Create User Account” button
  • Fill in the contact’s name
  • Under most circumstances you will choose the “Use an external email address” option, then fill in their email.
  • Select their User Role. I think 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 after you clicked Manage beside your hosting plan. When you’re logged in to Plesk already, the URL will also be shown in your address bar. It typically looks like this: https://{server_name}.websavers.ca:8443

Plesk Customer Account (for Resellers)

If you’ve got a reseller account, you’ll want to organize your customers as such. 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

No matter if it’s a Client Centre sub-account or a Plesk sub-account, it’s important for security reasons to remember to:

  1. Only assign permissions or roles that the user absolutely requires to get their job done, and most importantly
  2. Remove the sub-account when they no longer require access

Jordan is a computer, security, and network systems expert and a lover of all things web and tech. Jordan consults with project management for software companies. Jordan is a founder and managing partner at Websavers Inc.

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