How to add Contacts and Sub-Accounts to your Krystal Client Area

Updated 5 days ago by Adam Thacker

Contacts are added to allow additional people to receive copies of communications (e.g. invoices sent to your accounts department).

Sub-Accounts allow users of your choosing to sign in with the permissions you assign. Sub-Accounts are now managed in Krystal Identity, not in the Client Area.

Add a new Contact

Log in to your Krystal Client Area.

1. Open the menu showing your name in the top right of the screen, then choose Contacts.
2. If this is the first Contact then Add New Contact will be selected by default and you can continue straight on to the details. If Contacts already exist you'll need to select Add New Contact from the Choose Contact dropdown and click the Go button.
   Enter the contact's details under General.

Complete the remaining Address details and, under Email Preferences, tick which communications this contact will receive.

Click Save Changes to save this contact. To remove a contact later, select it from the Choose Contact dropdown and click Delete Contact.

Creating a Sub-Account user

Sub-Account users are created in Krystal Identity by inviting them to your organization. This replaces the User Management screen that used to sit in the Client Area account menu.

1. Sign in to Krystal Identity and choose your organization.
2. Go to Settings, then Users.
3. Click Invite another user.
4. Enter the email address of the person you want to invite.
5. Tick the roles that user should have. You can choose more than one:
   • Owner
   • All Cloud permissions
   • All Hosting permissions
6. Click Send invitation. They will be emailed an invitation to join your organization.

To control access more precisely than the pre-defined roles allow, go to Settings > Roles > Create role. Give the role a name and description, then assign its permissions across Krystal account, Cloud, Comms, Feedback, Helpdesk and Hosting & Domains.

How did we do?