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Overview

You can create additional contacts or sub-accounts for team members, accountants, or technical staff. Each sub-account can have its own login and permissions, allowing you to delegate access securely.

Adding a new contact

1. Log in to the lbreeze Client Area.
2. Navigate to Account → Contacts/Sub-Accounts.
3. Click Add New Contact.
4. Enter the contact’s name, email address, and other required details.

Enabling sub-account access

1. While editing the contact, enable the option Activate Sub-Account (or similar).
2. Set a secure password for the sub-account.
3. Select the permissions you want to grant, for example:
   • View & pay invoices
   • View and manage services
   • Open and reply to support tickets
   • View account emails
4. Save the changes.

Configuring email notifications

You can choose which email types each contact receives, such as:

• Billing and invoice notifications
• Service and renewal notifications
• Support ticket updates
• General account notices

This allows you to route billing emails to your finance team and technical notifications to your engineers, while keeping overall account control with the main owner.