It is possible to invite additional users to your account, assign them specific roles, and manage their access. 

You can create sub-users with different permission levels. These sub-users can access the areas of the Customer Portal that match their assigned role.

Please note that sub-users in the new Customer Panel are separate from the authorized contacts in the old Customer Portal. Contacts from the old Customer Panel will not automatically appear in the new one, and vice versa.

TABLE OF CONTENTS

• Creating a sub-user
• Sub-User Statuses
• Sub-User Roles & Permissions
• Accessing Multiple Accounts

Creating a sub-user

To add a new sub-user to your account:

• Log in to the Customer Panel and go to Account -> User Management.
• Click Create User.
• Fill in the required details:
  • Email address, first name, and last name of the sub-user
  • Preferred language for communications with the sub-user
  • Access type (Full Access or Restricted permissions - see roles below)
• Optionally enable:
  • Send invoice emails: the sub-user will receive invoice copies
  • Force User to Setup 2FA: strongly recommended for security
• Click Create user to send the invitation.

The invited sub-user will receive an email with a link to set up their password and access the portal.

Sub-User Statuses

After creating a sub-user, you can monitor their status in the User Management section:

• Invited: The sub-user has been created and received the invitation email, but has not yet set up their password or accepted the invite.
• Enabled: The sub-user has accepted the invitation and set up their access. They can now log in.

Furthermore, once created, you can manage the sub-users within the same section of the new CCP, clicking on the three dots under the More section 

Sub-User Roles & Permissions

When creating a sub-user, you can assign one of the following roles:

Accessing Multiple Accounts

If you are associated with more than one account - either as the account owner or as a sub-user - you can switch between them without logging out.

How to Switch Accounts

• Click on your profile icon in the top-right corner of the Customer Portal.
• Select Switch Account from the menu.
• Choose the account you want to access. The account name and your permission level are shown for each option.

Your access level after switching depends on the role assigned to you for that account.

Setting a Default Account

You can choose which account loads automatically when you log in:

• Go to Account > Security & Access > Login Preferences.
• Select the account you want as your default.

Until you change this setting, the default will be your main customer account (if you are the owner), or the first sub-account you set up access for.

Good to know: 

• One email address can be used across multiple accounts - as the owner of one account and as a sub-user of others. You only need a single set of login credentials.
• It is not possible for sub-users to contact the support team via a ticket or chat. The only way to contact support for a sub-user is to send an email to support@contabo.com.

Previously, additional accounts were managed through the original Customer Panel via Authorized Contacts. The existing contacts remain there and it is still possible to remove them via the original Customer Panel, but it is no longer possible to create new additional accounts via the original Customer Panel. 

To give team members access to the new portal, please invite them as sub-users through Account > User Management.