Knowledgebase

Managing Contacts and Sub-Accounts (Firstserv)

Firstserv allows you to add Contacts and create Sub-Accounts, making it easier to share communications and delegate access to your Client Area.

Contacts

Contacts can be added to receive copies of specific account communications, such as invoices or support updates (for example, sending billing emails to your accounts team).

Add a New Contact

1. Log in to your Firstserv Client Area
2. Click your profile in the top-right corner
3. Select Account → Contacts
4. If no contacts exist, the Add New Contact form will appear automatically
   • If contacts already exist, select Add New Contact and click Go
5. Enter the required details:
   • First Name
   • Last Name
   • Email Address
   • Phone Number
6. Complete the address details
7. Choose which communications the contact should receive
8. Click Save Changes

Sub-Accounts

Sub-accounts allow other users to log in to your Firstserv Client Area with specific permissions you control.

Create a Sub-Account User

1. Log in to your Firstserv Client Area
2. Click your profile in the top-right corner
3. Select User Management
4. Under Invite New User, enter the user’s email address
5. Assign the appropriate permissions and access levels
   • We recommend selecting permissions manually to ensure appropriate access
   • To allow access to hosting services (cPanel/WHM), ensure:
     • View Products & Services is enabled
     • Perform Single Sign-On is enabled
6. Click Send Invite

The user will receive an email invitation prompting them to set up their login credentials.

✅ Once completed, the sub-account user will be able to access your account according to the permissions you assigned.

If you need help managing contacts or configuring user permissions, the Firstserv support team is always available to assist.