New User or Contact Print

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This article describes the following

  • Adding a new User (to manage the account)
  • Adding a new Contact (to receive emails e.g. Invoices)

Add a New User

Add a user to the Vine Web Services User Portal

The User Portal is where a user can:

  • Manage their services and products with Vine Web Services
  • Apply for and manage domains
  • Check billing, quotes and payments
  • Request support (Tickets) and browse the knowledgebase
  • View email and account history
  • Access the cPanel to manage a hosting service

Either the account owner or Vine Web Services can add extra users onto the account.

How the account owner adds a user

  1. The account owner needs to log into their account at https://vineweb.net/whmcs
  2. At the top right side click the drop down arrow where it says: "Hello, Username!" and select User Management
  3. In the Invite New User area, enter the email address for the new user, select which permissions the new user will be allowed
  4. Click the "Send Invite" button

What the new user has to do

The new user will be sent an invitation email.

Note: It is very likely that the invitation email will arrive in the user's "Spam" folder and not in the normal "Inbox" folder. If this is the case, please move the email to the Inbox folder, before proceeding.

Outlook: Right Click on the email. In the drop down list, hover over "Junk" and then click "Not Junk".

Gmail (web page): Scroll down to the "Spam" folder. Right Click on the email. In the drop down list, click "Not Spam".

  1. In that invitation email, look for the "Accept invitation" link and click it. You will be directed to the User Invitation page for that service.
  2. In the Register section of the page: Enter your First Name, Last Name and Password (Click Generate to create a secure password and let your browser store the password or store the password yourself in a safe place).
  3. Click Register

You will now be logged into the User Portal as an added user.

Here you can navigate to all areas depending on the permissions you have been given.

cPanel

The cPanel is where you can manage the hosting if there is a hosting service for the account.

To find the cPanel:

  1. Click the Services drop down in the main menu>My Services>Click on a Service that relates to the web hosting
  2. Either
    In the Actions side panel on the left, click on Login to cPanel
    Or
    Select an item in the Quick Shortcuts list

Add a New Contact

Add a contact to receive selected Emails

This can be done as follows:

Click on the owner name ("Hello, owner Name▼") at the top right of the portal page>Contacts

Complete the form for the new contact and ensure the Email Address is entered correctly.

Tick the Email Preferences boxes for this contact to receive.
The following emails can be included:

  • General Emails - General Announcements & Password Reminders
  • Invoice Emails - Invoices & Billing Reminders
  • Support Emails - Receive a copy of all support ticket communications created by the parent account holder
  • Product Emails - Order Details, Welcome Emails, etc...
  • Domain Emails - Renewal Notices, Registration Confirmations, etc

Click Save Changes


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