With 1-grid, adding a sub-account or technical/support contact keeps your account secure while giving the right people access to logins, support, account functions, technical functions, and management.
This guide will show you how to add a technical/support contact to your 1-grid account and invite them as a new user (sub-account) if they need login-level access as well.
This helps you decide the level of access granted to interact with our Support Team and make changes, etc.
Steps for Adding a Sub-Account (User) or Technical/Support Contact
1. Log in to your Customer Zone
2. Go to Contacts → +New Contact...
3. Complete the Add New Contact Section
4. Navigate to Email Preferences
5. Tick the Applicable Permissions
6. Click on Save Changes
IMPORTANT: When adding a Sub-Account, you need to invite them as a “New User” under “User Management” to allow them direct access to your Customer Zone. If this is not actioned, they will not be able to access your Customer Zone without you sharing your own login details, or by granting them direct access to this themselves.
How to Invite a New User for a Sub-Account
1. Log in to your Customer Zone
2. Go to Contacts → +New Contact...
3. Select User Management
4. Navigate to Invite New User
5. Add the Sub-Account’s Email Address
6. Select the Applicable Permissions
7. Click on Send Invite
Before You Move On
Checklist
- Confirm the contact’s email is correct, especially when inviting them as a new user
- Ensure permissions match their role
- Inform the contact that they can now contact support, and/or have gained login access
Next Recommended Steps
Learn more about User Management & Access
- Make sure you understand the difference between each level of access
- Make sure your own contact details are up-to-date
- Edit permissions/access anytime in Customer Zone
- Remove a contact if they no longer need permissions or login access
- Best practice: Review contacts regularly to ensure they’re up to date
Common Mistakes to Avoid
- Adding a contact expecting login access, without inviting them as a “New User”
- Granting too many permissions, especially if they are not needed
- Using the wrong contact details, or not keeping both your details and additional contacts’ details up to date
Empowering Insight
You never need to share your password to get help, unless you have explicitly assigned this level of access to another user.
This means adding a technical contact keeps your account secure while enabling collaboration, if no additional access is required to your Customer Zone.
FAQs
Q: Can I add more than one sub-account or technical/support contact?
Yes, you can create multiple sub-accounts or technical/support contacts with different permissions.
Q. Can they log into my account?
No, this only allows support interaction unless you specifically provide them with your login details yourself.
Q: Can sub-accounts manage billing?
No, unless explicitly authorised when setting their permissions.
Q: What happens if my staff changes?
Remove the old contact/sub-account and add the new person to keep support access and permissions current.
Additional Resources
How to Verify Your 1-grid Account for Support
Customer Zone: How to Update My Profile Security Question
How to Update My Security Question
Steps to Assist with Logging In to Your Customer Zone
Recovering a Lost 1-grid Customer Zone Password
Preventing Unauthorised Customers from Accessing 1-grid Support
Deleting a Sub-Account or Technical Contact from Your 1-grid Account
How To Keep Your 1-grid Account Details Up to Date
Need Additional Support?
We’re Here to Help:
Adding a technical/support contact or assigning one as a new user under a sub-account does not have to feel complicated with this easy-to-use how-to guide. Stuck? Check out our Scope of Support, and then contact our Support Team for further clarity and guidance (https://1grid.co.za/contact-us/). We’re ready to see how we can help!