Table of Contents<\/p>\nToggle<\/span>

Use case example<\/a><\/li><\/ul><\/li>
Access rights<\/a><\/li>
Inviting a delegate<\/a><\/li>
Delegate view<\/a><\/li>
Cancelling delegate access<\/a><\/li><\/ul><\/nav><\/div>\n
<\/span>Use case example<\/a><\/span><\/h3>\n\n\n\n
Here's a scenario to demonstrate the delegate tool in action.<\/p>\n\n\n\n
- Company B adds Dev Team 1 as a delegate to redesign Company B's website.<\/li>\n<\/ul>\n\n\n\n
  The delegate tool gives Dev Team 1 access to the web hosting contract but not full access to Company B's entire online platform (as might be the case if Dev Team 1 were added as a user with extensive permissions).<\/p>\n\n\n\n
  <\/span>Access rights <\/a><\/span><\/h2>\n\n\n\n
  Any client can invite one or more delegates to access the client-side of a contract with your Upmind store. These delegates can:<\/p>\n\n\n\n
  \n
  view contract product registration, renewal dates, and status<\/li>\n\n\n\n
  undertake provisioning actions (e.g. log in to a hosting account, update domain nameservers)<\/li>\n\n\n\n
  create support tickets in relation to the contract product<\/li>\n\n\n\n
  view tickets others have created in relation to the contract product, from the point that they were added as a delegate<\/li>\n<\/ul>\n\n\n\n
  These delegates cannot:<\/p>\n\n\n\n
  \n
  manage billing for a contract product<\/li>\n\n\n\n
  cancel, upgrade, or modify the contract product<\/li>\n\n\n\n
  add or remove delegates<\/li>\n<\/ul>\n\n\n\n
  \n
  \ud83d\udcd8<\/p>\n\n\n\n
  Clients can invite delegates to access a subscription contract. This feature does not work with one-off purchases.<\/p>\n<\/blockquote>\n\n\n\n
  <\/span>Inviting a delegate <\/a><\/span><\/h2>\n\n\n\n
  The first step is to open a contract and invite a delegate. The client should:<\/p>\n\n\n\n
  \n
  Log in to the store account.<\/li>\n\n\n\n
  Click the Products & Services menu tab.<\/li>\n<\/ol>\n\n\n\n
  $\"1352\"$
  Click Products & Services tab<\/figcaption><\/figure>\n\n\n\n
  \n
  Click Subscriptions on the left side menu.<\/li>\n\n\n\n
  Under the Subscriptions heading, select a contract.<\/li>\n\n\n\n
  Click the Delegates menu tab.<\/li>\n<\/ol>\n\n\n\n
  $\"1121\"$
  Click Delegates tab<\/figcaption><\/figure>\n\n\n\n
  <\/a><\/h2>\n\n\n\n
  \n
  Click the Invite delegate button.<\/li>\n\n\n\n
  Enter the delegate's email address.<\/li>\n\n\n\n
  Click Send invite.<\/li>\n<\/ol>\n\n\n\n
  \n
  \ud83d\udcd8<\/p>\n\n\n\n
  To receive an invite, the delegate must have a store account.<\/p>\n<\/blockquote>\n\n\n\n
  $\"870\"$
  Enter delegate email<\/figcaption><\/figure>\n\n\n\n
  <\/span>Delegate view <\/a><\/span><\/h2>\n\n\n\n
  The delegate receives an email message with a link to accept the invitation.<\/p>\n\n\n\n
  $\"1300\"$
  Delegate email<\/figcaption><\/figure>\n\n\n\n
  After clicking the accept link, Upmind displays the delegate account under the Products & Services menu tab.<\/p>\n\n\n\n
  $\"1608\"$
  Delegate account<\/figcaption><\/figure>\n\n\n\n
  <\/span>Cancelling delegate access <\/a><\/span><\/h2>\n\n\n\n
  The client can cancel delegate access to the contract at any time.<\/p>\n\n\n\n
  \n
  Click the Products & Services menu tab.<\/li>\n\n\n\n
  Click the contract.<\/li>\n\n\n\n
  Click the Delegates menu tab.<\/li>\n\n\n\n
  Hover the person icon next to Accepted.<\/li>\n\n\n\n
  Click Revoke access. Upmind removes the delegate from the contract.<\/li>\n<\/ol>\n\n\n\n
  $\"1182\"$
  Click Revoke access<\/figcaption><\/figure>\n","protected":false},"featured_media":0,"parent":579,"menu_order":8,"comment_status":"closed","ping_status":"closed","template":"","doc_tag":[],"_links":{"self":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/601"}],"collection":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/types\/docs"}],"replies":[{"embeddable":true,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/comments?post=601"}],"version-history":[{"count":1,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/601\/revisions"}],"predecessor-version":[{"id":602,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/601\/revisions\/602"}],"up":[{"embeddable":true,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/579"}],"next":[{"title":"How Do I Turn off Auto-Renew","link":"https:\/\/sitebuilder.live\/docs\/client-panel-administration\/how-do-i-turn-off-auto-renew\/","href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/603"}],"prev":[{"title":"How Do I Check My Account Balance","link":"https:\/\/sitebuilder.live\/docs\/client-panel-administration\/how-do-i-check-my-account-balance\/","href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/docs\/599"}],"wp:attachment":[{"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/media?parent=601"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/sitebuilder.live\/wp-json\/wp\/v2\/doc_tag?post=601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}

<\/span>Use case example<\/a><\/span><\/h3>\n\n\n\nHere's a scenario to demonstrate the delegate tool in action.<\/p>\n\n\n\n\nCompany A is a web hosting reseller.<\/li>\n\n\n\nCompany B purchases a web hosting contract for two years.<\/li>\n\n\n\n

<\/span>Inviting a delegate<\/a><\/span><\/h2>\n\n\n\nThe first step is to open a contract and invite a delegate. The client should:<\/p>\n\n\n\n\nLog in to the store account.<\/li>\n\n\n\n

<\/a><\/h2>\n\n\n\n\nClick the Invite delegate button.<\/li>\n\n\n\nEnter the delegate's email address.<\/li>\n\n\n\n