Within the Precedence Client Area, you can add multiple users who are able to login and access certain features of your account with us, and you can also add contacts which are email addresses that will receive different types of emails sent by us. We consider both of these to be authorised contacts on your account, within the scope of the permissions or emails you have configured for those people.
To manage users and contacts, first login to the Precedence Client Area. (If you are not sure how to do this, click here for a guide.)
Managing Users
Only the account owner can manage users. This is the email address listed under Account Details.
To manage users, in the top right, click Hello, <name>, and choose User Management.
From here, you can see current users, manage their permissions, remove their access, and add a new user.
To add a new user, enter their email address into the Invite New User section, choose the desired permissions, then click Send Invite. They will receive an email inviting them to access your account.
Please note that the recipient of this email can choose a different email address from the one you entered.
It is also possible for a user to access multiple accounts with us using the same login.
Managing Contacts
To manage contacts, in the top right, click Hello, <name>, and choose Contacts.
From here, you can choose a contact from the drop-down to edit their details or remove the contact, or add a new contact.
To add a new contact, click the drop-down beside Choose Contact, then click Add New Contact. At a minimum, you'll need to enter an email address, but if the email address is associated with a specific person, we recommend adding their name as well. Then, choose which emails you would like this contact to receive.
Please note that a contact cannot login to the Precedence Client Area unless you also create a user for that person.
Account Owner
In addition to the contacts you may add to the account, there is also an account owner, which reflects your business contact details and an email address which can login as the account owner and perform all actions within the account.
To update these details, in the top right, click Hello, <name>, and choose Account Details.
The email address entered here cannot be the same as an existing user. Typically, this would be a business owner or key contact who is responsible for managing other users. To avoid that person receiving emails that are not relevant to them, you can update the Email Preferences at the bottom of this screen, but when doing this, ensure that at least one contact is configured to receive each type of email.
If you have any questions about updating these details please don't hesitate to reach out to our support team.
