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How to Manage Users and Roles in Account Manager

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This article aims to provide an in-depth understanding of how to manage users and roles in account manager. It will cover the necessary steps to add, modify, and remove users and how to assign or change their roles. Furthermore, it will delve into the permissions associated with each role, detailing what actions individual users can and cannot perform when logged into the account manager.

Additionally, it will explain the protocols for users when they need to call Bluehost for support, highlighting how their roles might affect the assistance they receive. This guide ensures that all users, regardless of their role, can navigate and utilize the system efficiently while maintaining the security and integrity of the account information.

Account User and Roles

The account manager is designed to accommodate various users by assigning them specific permissions based on their role or user type. This setup ensures that users can access the functionalities necessary for their responsibilities while maintaining a secure and organized account structure. The user types are categorized as follows:

Primary Contact

This role is unique and can only be designated to one user per account. The Primary Contact is responsible for the account, acting as the main point of communication and making high-level decisions.

Admin Contact

Users assigned as Admin Contacts have administrative permissions that allow them to manage settings and permissions for other users (except for the Primary Contact) and perform a wide range of tasks that are crucial for the account's maintenance and security. Depending on the size and requirements of the organization, there might be multiple Admin Contacts within an account.

Tech Contact

The Tech Contact is focused on the technical aspects of managing the account. This could include managing API access, troubleshooting technical issues, and implementing technical configurations. Like Admin Contacts, an account can have multiple Tech Contacts to adequately cover technical duties.

Here’s a quick breakdown of the different account roles and their access:  

Permissions 

Primary 

Admin 

Tech 

Edit Account Holder and/or Primary Contact information 

Yes 

No 

No 

Edit Account Payment Information 

Yes 

Yes 

No 

Add/Edit/Delete other user roles 

Yes 

Yes 

No 

Purchase new products 

Yes 

Yes 

No 

Manage products and services 

Yes 

Yes 

Yes 

Renew products and services 

Yes 

Yes 

Yes 

Edit domains' WHOIS Registrant contact information 

Yes 

No 

No 

Edit domains' WHOIS Admin and Tech user information 

Yes 

Yes 

Yes 

Each of these roles is essential for the smooth operation and management of the account. They ensure that tasks are divided according to expertise and authority level, which helps maintain an efficient and secure system.

Add Administrative and/or Technical Users

  1. Login to your Bluehost Account Manager.
  2. Click the profile icon in the top right corner of your page and select the Accounts & Users option from the drop-down menu that appears.
    Accounts and Users under the Profile icon
  3. Next to the account you wish to add a user to, click the MANAGE button.
    Manage button under Accounts & Users
  4. Scroll down to the User Roles & Permissions section, and click the + ADD USER button.
    Add User button under Users & Roles
  5. Enter the name and email address of the user you would like to add, select the role they will have in your account, and then click the INVITE button.
    Add User Details

An invite will be sent to the email address provided. They will be able to set their own user ID, password, and security questions. Once the user has accepted, they will appear on the Users & Roles page.

Manage Users and Roles

Note: To request a change in ownership, please verify and submit the Request Account and/or Domain Ownership form.

From the User Roles & Permissions page, you can also edit or remove users' roles.

  1. Click the EDIT button next to the user you wish to update.
    Edit button under Users & Roles
    • Edit User Role: Select the role you wish to update the user to, then click the SAVE button.
      Select role under Edit User Role
    • Remove User: Click the DELETE icon in the top right corner, then confirm by clicking the DELETE button when the confirmation pops up.
      Delete User confirmation window

Summary

Efficiently learning how to manage users and roles in account manager is crucial for maintaining the security and functionality of the system. By clearly defining the responsibilities and permissions of each role, organizations can ensure that users have the appropriate access levels for their needs without compromising the account. The guide provides a structured approach to managing these aspects, from adding users to handling support requests, enabling organizations to optimize their use of account manager. Following these guidelines will help maintain a secure, organized, and compelling account structure, ensuring that all users can perform their duties effectively and securely regardless of their role.

If you need further assistance, feel free to contact us via Chat or Phone:

  • Chat Support - While on our website, you should see a CHAT bubble in the bottom right-hand corner of the page. Click anywhere on the bubble to begin a chat session.
  • Phone Support -
    • US: 888-401-4678
    • International: +1 801-765-9400

You may also refer to our Knowledge Base articles to help answer common questions and guide you through various setup, configuration, and troubleshooting steps.

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