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...
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
- Log in to customerpanel.ca
- Click your name (top-right) → Contacts / Sub-Accounts
- Click Add New Contact
- Enter the contact's first name, last name, and email address
- Set their permissions (see below)
- Check Activate Sub-Account if you want them to be able to log in separately
- Click Save Changes
The contact receives an email invitation to set their own password if sub-account login is enabled.
Contact permissions
| Permission | What it allows |
|---|---|
| General emails | Receives general account notifications |
| Invoices | Receives invoice emails and can view/pay invoices |
| Support tickets | Can open, view, and reply to tickets |
| Products & services | Can view service details |
| Domains | Can view and manage domains |
| Affiliate | Can view affiliate stats |
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.
Questions about account access?
Open a support ticket and our team can help you set up contacts or manage account permissions.





















