We have launched a Teams feature where owners of a domain can assign others in their organization to manage parts of their domain updates. A customer can assign a team member to oversee Billing, for example, and a different coworker for Tech functions.
- Every customer will be an Owner of their own account.
- If you want to share information with other members of your organization, you can be the owner of a team.
- Some customers can also be team members of other Owner’s accounts.
So, for this example, DA is an owner of their own account and also a team member of someone else’s account (CS). DA has a choice of what to log in as.
For this example, I will log in to my account and add my own team.
ADDING A TEAM
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Teams support. Account owners are able to add additional users to their account and define different permissions for each. The initial roles are: Owner, Admin, Billing and Tech
Once you’ve signed in as an owner, you will see a team link on the left-hand side.
Click Teams
When you click on the “Teams” link you’ll be taken to the screen below:
ADD A TEAM
Click on the “New Team” button
Fill in team information
Then click create team
Now you will see your new team in your teams list:
ADD TEAM MEMBERS
Click on the “Edit” button
Scroll down if needed to see Add Member
The new member will have ADMIN auto assigned unless you change it to BILLING or TECH. ADMIN has both privileges of BILLING and TECH
You will see a confirmation of the team member added. They are sent an email asking them to login.
They will receive an email invite:
The invited team member(s) will have to log in and fill out their profile to be added to your team.
ADD MULTIPLE TEAM MEMBERS
Click on “Add Member Bulk” button. You can add an email addresses and a role.
The members will be added/invited to your team:
TEAM ROLES
You can edit the roles that each member has.
- OWNER: This is the creator and owner of the team. The owner assigns all roles and permissions.
- ADMIN: A user that can perform most owner functions except for assigning team members. Can renew any domain.
- TECH: A user focused on domain and dns functionality, no billing or invoice access. Can renew any domain.
- BILLING: A user focused on invoices and billing functionality. Can renew any domain.
If you need to edit an team member’s email, you must delete and re-add the member
TEAM MEMBER VIEW
Once your team member has logged in and updated their profile, they can access your info as a team member if they choose to go to “Domain Management”
As you can see, DA is currently logged in as a CS Tech Team member. This limits their access to certain parts of the control panel.
- TECH: A user focused on domain and dns functionality, no billing or invoice access. Can renew any domain.
As you can see from the screenshot below, no billing options are available to this user.