Setting Up a Sub-Account with Different Permissions

If you need to give team members or employees access to your Lone Star Data Ranch account, you can set up sub-accounts with customized permissions. This is especially useful if you want to allow access to billing, support, or service management while keeping control over sensitive information.

Step-by-Step Guide to Creating a Sub-Account

1. Log into the Client Area

   • Go to the Lone Star Data Ranch Client Area.
   • Enter your email and password to log in.

2. Navigate to Account Settings

   • From the dashboard, click on Hello, [Your Name] in the top-right corner.
   • Select Contacts/Sub-Accounts from the dropdown to manage existing contacts or create new sub-accounts.

3. Add a New Contact

   • In the Contacts/Sub-Accounts section, click Add New Contact.
   • Fill in the required fields, including the name, email, and phone number of the new contact.

4. Enable Sub-Account

   • Check the box labeled Activate Sub-Account to enable this contact to log in separately.
   • Enter a unique password for the sub-account or share one with the new user.

5. Set Permissions

   • Choose specific permissions based on the level of access needed. Options include:
     • Support: Allows the sub-account user to open and respond to support tickets.
     • Billing: Grants access to invoices, payments, and billing information.
     • Manage Services: Enables access to manage and view active services.
     • Emails: Provides the sub-account with copies of all account-related emails, such as invoices and support responses.
   • Select the appropriate permissions to customize access.

6. Save Changes

   • Once you’ve configured the sub-account settings, click Save Changes to activate the sub-account with the specified permissions.

Editing or Removing a Sub-Account

1. Edit Sub-Account

   • To edit an existing sub-account, go back to Contacts/Sub-Accounts, locate the sub-account, and update any information or permissions as needed.
   • Save changes to apply updates.

2. Remove Sub-Account

   • If a sub-account is no longer needed, simply locate it in the Contacts/Sub-Accounts section and click Delete.
   • Confirm the deletion to permanently remove the sub-account.

Common Uses for Sub-Accounts

• Billing Access for Accountants: Allow an accountant to access invoices and payment history without giving them control over technical aspects.
• Support Access for IT Teams: Enable technical team members to submit support tickets without full access to account management.
• Service Management for Project Managers: Grant managers access to view and manage active services, like hosting or domains.

Security Tips for Sub-Accounts

• Limit Permissions: Only grant necessary permissions to each sub-account for security and privacy.
• Regularly Review Permissions: Periodically review sub-account permissions to ensure they remain relevant to the user’s role.
• Update or Disable Inactive Accounts: Deactivate sub-accounts for users who no longer need access to your account.

By following these steps, you can securely set up and manage sub-accounts with specific permissions in the Lone Star Data Ranch Client Area. For questions or further assistance, please contact our support team.