Now that you’ve added your first sub-account, and the invited member has finished signing up, you can start customizing their access levels.
This is extremely easy to do, as easy as just clicking a button.
Let’s go in what each type of access level does, and what kind of access it grants for that particular sub-account:
- Admin – this access level grants full access to the master account. Any sub-account with this access level can do anything in the master account, just as if it were the account owner. This includes modifying access levels for other sub-accounts in the master account, and even closing down the master account. Needless to say, if this access level is enabled, there is no need to enable any other access levels, as it would be redundant. Be careful assigning this access level.
- Settings – the sub-account can modify the master account settings, except the following: cannot change name, cannot change email, cannot close down account. (can also view and change the API key).
- Billing – the sub-account can view orders and invoices, can place new orders, can cancel recurring Stripe subscriptions, can cancel active orders.
- Tickets – the sub-account can open new tickets and view and reply to all tickets existing in the master account.
- WhiteLabel – the sub-account can enable/disable/modify the white label settings in the master account.
- Affiliate – can view the affiliate dashboard.
- API – can use the API Explorer, hence it can view the API Key, but it cannot change the API Key.
- Contact Lists View – can view all contact lists in the master account, cannot modify anything.
- Contact Lists Edit – can add/edit/delete contact lists in the master account.
- Blacklist Monitors View – can view all blacklist monitors in the master account, but cannot modify them.
- Blacklist Monitors Edit – can add/edit/delete blacklist monitors in the master account.
- Uptime Monitors View – can view all uptime monitors in the master account, but cannot modify them.
- Uptime Monitors Edit – can add/edit/delete uptime monitors in the master account, set/modify warnings related to uptime monitors (ie: domain expiry warning).
- Bulk Reports View – can view all bulk reports in the master account, but cannot modify them.
- Bulk Reports Edit – can add/edit/delete bulk reports in the master account, can add/modify Announcements/Twitter/Passwords to bulk reports.
You can, of course, assign one or more access levels to a single sub-account.
Worth mentioning: if you’re going to assign an “Edit” access level to a sub-account, make sure the corresponding “View” access level is also assigned, or else the sub-account will not be able to view the items it is supposed to be able to edit (ie: it’s useless if a sub-account can edit blacklist monitors, but cannot view them).