Add/Remove Authorized Contacts/Sub-Accounts Print

  • roles, contact email, sub-accounts, authorized contacts, access control, permissions, client portal access, user management, account sharing, whmcs
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Sub-accounts and contacts in the Client Portal

 

The Client Portal lets you give other people access to your account safely. There are two ways:

  • Users (recommended): invite a person to log in with their own email/password and choose their permissions.
  • Contacts/Sub-Accounts: add an email-only contact for notifications, or enable Sub-Account to let that contact log in with selected permissions.

 

 

Users Option A — Invite a User (recommended)

This is the modern way to share access without sharing your own login.

  1. Log in at https://secure.gaugehosting.com/clientarea.php.
  2. Go to Hello, Name! → User Management.
  3. Under Invite New User, enter the person’s email.
  4. Choose All Permissions or Choose Permissions and tick only what they need.
  5. Click Send Invite. They’ll receive an email to accept and set a password.
  6.  

Client Portal → User Management example

Notes: Only the account owner can invite and manage users. If you don’t see “User Management,” your host or theme may label it slightly differently.

 

Contacts Option B — Add an Authorized Contact (and optionally make it a Sub-Account)

Use this for email-only recipients (billing, accounting, etc.) or to give them a separate login using the legacy Sub-Account option.

  1. In the Portal, go to Account → Contacts/Sub-AccountsAdd New Contact.
  2. Enter their details and tick which emails they should receive (Invoices, Quotes, Support Tickets, etc.).
  3. (Optional) Enable Sub-Account to let them log in → set a password → tick permissions (see below) → Save.

Contacts/Sub-Accounts form

 

Permissions Common permissions (what they allow)

  • View & Pay Invoices — see/pay invoices and use saved payment methods.
  • View & Accept Quotes — review quotes and accept them.
  • View & Open Support Tickets — open/reply to tickets.
  • Place New Orders/Upgrades/Cancellations — order or request changes.
  • View Emails — see the account’s email history within the portal.
  • Products/Services/Domains — view/manage service details where allowed.
Best practice: Give the least access needed. For example, your bookkeeper might only need “View & Pay Invoices” and “View Emails,” while a developer may need “Support Tickets” and service visibility but not billing.

 

Invite Example permission sets

Role Suggested permissions
Billing-only View & Pay Invoices, View & Accept Quotes, View Emails
Support/Developer View & Open Support Tickets, Products/Services visibility; no billing
Manager Most permissions except ownership changes; consider enabling orders/upgrades

 

Remove Remove or revoke access

  • Users: Go to User Management → select the user → Remove Access (or edit permissions). Only the account owner can do this.
  • Contacts/Sub-Accounts: Edit the contact → untick Sub-Account to remove login ability, or click Delete Contact to remove the contact entirely (email notifications stop).

 

Security tips

  • Ask each person to enable 2FA on their own login.
  • Use unique email addresses—don’t share a single mailbox among several people.
  • Review access quarterly, especially after staffing changes.

 


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