Delegate Access

This article describes another way to use the delegate tool. In addition to enhancing internal communication with your store Admins and staff, the delegate tool gives clients the ability to bring third parties into their account.

Here's a example of the delegate function in action:

Sebastian purchases a web hosting contract for two years.
Sebastian adds WebsiteDeveloper Dan as a delegate to redesign his website.
The delegate tool gives WebsiteDeveloper Dan access to the web hosting but not full access to his entire online platform.

What can a delegate do?

Any client can invite one or more delegates to access the client-side of a product with your Upmind store. These delegates can:

• view contract product registration, renewal dates, and status
• undertake provisioning actions (e.g. log in to a hosting account, update domain nameservers)
• create support tickets in relation to the contract product
• view tickets others have created in relation to the contract product, from the point that they were added as a delegate

What can't they do?

• manage billing for a contract product
• cancel, upgrade, or modify the contract product
• add or remove delegates

Note: the delegate function does not work with one-off purchases, like COR.

Inviting a delegate

To start an invitation:

1. Log in to your account
2. Click the Products & Services menu tab
3. Select a service
4. Click on the Settings menu tab
5. Click the Invite delegate button
6. Enter the email address of the person you wish to be a delegate
7. Click Send invite

Note: To receive an invite, the delegate must have a store account.

Next Steps

The person you have delegated access to will receive an email message with a link to accept the invitation.

After clicking the accept link, the service will display in that person account, under the services tab. it will have a message "is a delegated product meaning your access rights are restricted to read-only."

How to cancel their access

You can cancel or revoke the access at anytime, for example, after the website development work is completed.

1. Click the Products & Services menu tab
2. Select a service
3. Click the Delegates menu tab
4. Hover the person icon next to Accepted
5. Click Revoke access