Adding Users and Managing Account Access

This article shows you, as the account owner, how to invite another person — such as a developer or a colleague — to access your account, how to choose what they're allowed to do, and how to remove their access later.

Inviting someone is much safer than sharing your own password. Each person gets their own login, and you stay in control of what they can and can't see.

Before you start

A few things worth knowing:

• You manage account access in the customer portal (your account), not in your control panel.
• You'll need the email address of the person you want to invite.
• Different roles limit what each person can do — for example, someone might be able to handle billing but not raise support tickets, or have full access to everything. Choose the smallest level of access that lets them do their job.

Step 1 — Open Account Access

1. Log in to your account.
2. Go to Profile.
3. Select Account Access.

This is where you'll see anyone who already has access, and where you add new people.

Step 2 — Invite a person

1. Choose the option to add or invite a new user.
2. Enter the person's email address.
3. Double-check the address is correct — the invitation goes straight to it.

Step 3 — Choose their access level

1. Select the role or access level you want this person to have.
2. Match it to what they actually need:
   • A developer usually needs access to manage the website and services, but rarely needs your billing details.
   • A bookkeeper or accounts person may only need billing and invoices.
   • Give full access only to someone you trust to manage the whole account.
3. Send the invitation.

The person will receive an email inviting them to set up their own login. Until they accept, their access isn't active.

Step 4 — Check it worked

1. Return to Account Access.
2. Confirm the new person now appears in your list.
3. If they say they didn't receive the invitation, ask them to check their spam folder, then resend it if needed.

Removing access later

When someone no longer needs access — a project has wrapped up, or a team member has moved on — remove them promptly.

1. Go to Profile, then Account Access.
2. Find the person in the list.
3. Choose the option to remove or revoke their access.

Their login stops working straight away, and your own access is unaffected.

A note on good habits

• Review your Account Access list every now and then and remove anyone who no longer needs to be there.
• Give each person their own login rather than sharing one — it keeps things tidy and secure.
• Keep full access to as few people as possible.

Need a hand?

If you're not sure which role to give someone, or an invitation isn't coming through, open a support ticket from your account and we'll help you set it up correctly.