Client Teams

You can find this section in HostBill Admin → Clients → Manage Clients → Client Profile → Contacts → Teams.

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Team types

There are two types of Clients Team:

• Local - consists of selected client contacts

• Remote - where client enables access to their resources to the Team of another HostBill user

Add new Client Team

Client Teams can be added both from admin and client areas.

There are two ways to add Client Teams. You can either create a new Team by assigining client’s contacts to the Team or invite a Team of other user.

Admin area

To add Client Team navigate to Client profile, click the Contacts tab, select Teams section and click on Add Team button or Invite Team button on the right.

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When adding a new Team, enter the Team name, a description (optional) and select Client Contacts to join the Team. Once the Team is saved, you can select permissions for the Team. The Team will automatically have the Invite Code created that can be later used in invitations to join other users' Teams.

When inviting a Team, enter the Team name, a description (optional) and the Invite Code of the Team that you want to Invite. Once the Team is created and the status is Active, you can select permissions for the Team.

Client area

To add Client Team navigate to Manage Contacts section from the left menu, click the Teams section and click on Add Team button or Invite Team button on the right

When adding a new Team, enter the Team name, a description (optional) and select Client Contacts to join the Team and select permissions for the Team. The Team will automatically have the Invite Code created that can be later used in invitations to join other users' Teams.

When inviting a Team, enter the Team name, a description (optional) and the Invite Code of the Team that you want to Invite. Select the permissions for the Team.

Client Teams Permissions

Client Teams permissions section defines access to client area sections that this Team will have. The set of privileges can be defined when creating the Team or can be edited afterwards. Availability of contact permissions also depend on client permissions.

Billing:

• Receive billing notifications

• Receive quotes/estimates

• Accept order contracts

• Add funds

• View service prices

• Receive new invoices

• Allow to view/pay invoices

• Receive order details

• Edit credit card details

• Receive invoice reminders

• Place new orders

• View current balance

• View/accept estimates

Support:

• Open new tickets

• Receive email notifications

• View current tickets

• View all organization tickets

• Close tickets

Miscellaneous:

• Modify main profile details

• Edit allowed IP Address

• Manage Teams

• Full control over services

• View emails history

• Manage SSH Keys

• Access affiliate section

• Full control over domains

• Receive generic emails

• Add/edit contacts

• Access cart/product portfolio

Disable access to following departments - here clients can manage department access for their Teams. If a certain Team is allowed to open new tickets, clients can disable access to selected departments.

Permissions can also be granted on per-service level, depending on client functions that are available and enabled for given service. Those permissions may include:

• View basic details

• Upgrade / Downgrade

• View billing info

• Receive related email notifications

• Request cancellation