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Managing contacts and sub-accounts in CustomerPanel

Add team members or billing contacts to your CustomerPanel account. Grant full or limited access so others can pay invoices or manage tickets without sharing...

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CustomerPanel contacts are additional people who can access your account. You can add a business partner to manage billing, a developer to open tickets, or a bookkeeper who only sees invoices-each with their own login and specific permissions.

Add a contact

  1. Log in to customerpanel.ca
  2. Click your name (top-right) → Contacts / Sub-Accounts
  3. Click Add New Contact
  4. Enter the contact's first name, last name, and email address
  5. Set their permissions (see below)
  6. Check Activate Sub-Account if you want them to be able to log in separately
  7. Click Save Changes

The contact receives an email invitation to set their own password if sub-account login is enabled.

Contact permissions

PermissionWhat it allows
General emailsReceives general account notifications
InvoicesReceives invoice emails and can view/pay invoices
Support ticketsCan open, view, and reply to tickets
Products & servicesCan view service details
DomainsCan view and manage domains
AffiliateCan view affiliate stats
Contacts without sub-account login

If you don't check "Activate Sub-Account", the contact only receives email notifications based on the permissions you set-they cannot log in to CustomerPanel directly.

Edit or remove contacts

Go to Contacts / Sub-Accounts, click on the contact name to edit their details or permissions. To remove a contact, click Delete Contact at the bottom of their profile. This immediately removes their access.

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Questions about account access?

Open a support ticket and our team can help you set up contacts or manage account permissions.

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