Tutorial: How to Manage Contacts in Your Account (Step-by-Step)

Login Steps

1. 1. Go to your hosting provider's client area
2. 2. Enter your email and password
3. 3. Complete 2FA if enabled
4. 4. You're now on your dashboard

Find Contact Management

1. 1. Click on your name or profile icon
2. 2. Look for "Contacts/Sub-Accounts" or "Manage Contacts"
3. 3. Or navigate to: Account → Contacts
4. 4. You'll see your contact list

Create Contact

1. 1. Click "Add New Contact" or "+ New Contact"
2. 2. A form will appear

Required Information

• First Name: Contact's first name
• Last Name: Contact's last name
• Email: Their email address (unique)
• Phone: Contact number (optional)
• Company: If applicable
• Address: Usually optional for contacts

Configure Email Settings

1. 1. Find the "Email Preferences" section
2. 2. Check boxes for emails this contact should receive
3. 3. Uncheck boxes for emails they shouldn't get

Enable Login Access

1. 1. Check "Activate Sub-Account" or "Allow Login"
2. 2. A password field will appear
3. 3. Create a password for the contact
4. 4. Or check "Email password setup" to let them create their own

Complete Setup

1. 1. Review all entered information
2. 2. Verify email preferences are correct
3. 3. Check permissions are appropriate
4. 4. Click "Save Contact" or "Add Contact"
5. 5. Contact is now added to your account

Edit Steps

1. 1. Go to Contacts page
2. 2. Find the contact to edit
3. 3. Click "Edit" or the pencil icon
4. 4. Make your changes
5. 5. Click "Save Changes"

Delete Steps

1. 1. Go to Contacts page
2. 2. Find the contact to remove
3. 3. Click "Delete" or trash icon
4. 4. Confirm the deletion
5. 5. Contact no longer has access