How to Manage Users in the Customer Portal

The User Management feature lets you invite additional users to your PetalHost account and grant them specific permissions, such as billing, support, or product access.

Before you start

You must be logged in to the PetalHost Customer Portal to manage users. If you do not know how to log in, please see: How to access the PetalHost Customer Portal.

User Management Overview

User Management enables you to invite new users and control which areas of your account they can access. For example, you could allow one user to manage billing, while another only manages products and services.

The following permissions are available for user accounts:

• Modify Master Account Profile: Access and modify the main account owner’s profile.
• View & Manage Contacts: Access and manage account contacts.
• View Products & Services: View hosting products, services, and addons.
• View & Modify Product Passwords: Reset and manage service passwords.
• Perform Single Sign-On: Use Single Sign-On to access services.
• View Domains: View domain registrations associated with the account.
• Manage Domain Settings: Manage domain settings such as nameservers and transfers.
• View & Pay Invoices: View and pay invoices.
• View & Accept Quotes: View and accept quotes.
• View & Open Support Tickets: View, open, respond to, and manage support tickets.
• View & Manage Affiliate Account: View and manage affiliate information.
• View Emails: View the account’s email history.
• Place New Orders/Upgrades/Cancellations: Place new orders, request upgrades, and cancel products or services.

If a user tries to access an area they do not have permission for, they see a message stating that they do not have the required permissions.

Inviting New Users

1. Log in to the Customer Portal.
2. On the menu bar, click HELLO, [Your Name]!.
3. Click USER MANAGEMENT.
4. Scroll down to the Invite New User section.
5. In the email field, enter the address of the person you want to invite.
6. If the person already has a PetalHost user account with that email, they can access your account with their existing login. Otherwise, they will be prompted to create a user account after accepting the invitation.
7. To grant full access, click All Permissions. To limit access, click Choose Permissions and select the permissions you want to grant.
8. Click Send Invite.

The invited user appears under Pending Invites. You can:

• Click Resend Invite to send the invitation again.
• Click Cancel Invite to revoke the invitation.

When the invited user clicks Accept invitation in the email and then Accept Invite in the Customer Portal, they appear in the list of active users.

Managing User Permissions

1. Log in to the Customer Portal.
2. On the menu bar, click HELLO, [Your Name]!.
3. Click USER MANAGEMENT.
4. In the User Management section, locate the user whose permissions you want to change and click Manage Permissions.
5. Update the permissions by selecting or clearing the relevant options.
6. Click Save Changes.

As the account owner, you cannot change your own permissions.

Removing User Access

1. Log in to the Customer Portal.
2. On the menu bar, click HELLO, [Your Name]!.
3. Click USER MANAGEMENT.
4. In the User Management section, find the user you want to remove and click Remove Access.
5. In the confirmation dialog, click Confirm.

The user is removed and no longer has access to your account.

Switching Accounts

If you have user access to multiple PetalHost accounts, you can switch between them without logging out and back in. User Management controls access to the current account, while the Switch Account feature lets you move between any accounts you have access to.

1. Log in to the Customer Portal.
2. On the menu bar, click HELLO, [Your Name]!.
3. Click SWITCH ACCOUNT.
4. A list of accounts you can access appears. Click the account name you want to use.

You are now logged in as if you had signed in directly to that account. The Switch Account option only appears when you have access to multiple accounts.

Questions?

If you need help with user permissions, invitations, or account access, contact PetalHost support via support ticket or LiveChat.