{"id":324,"date":"2024-06-04T03:34:27","date_gmt":"2024-06-04T03:34:27","guid":{"rendered":"https:\/\/zalvis.com\/docs\/?p=324"},"modified":"2024-06-04T03:36:23","modified_gmt":"2024-06-04T03:36:23","slug":"how-to-delegate-access-to-your-zalvis-account","status":"publish","type":"post","link":"https:\/\/zalvis.com\/docs\/how-to-delegate-access-to-your-zalvis-account.html","title":{"rendered":"How To Delegate Access To Your Zalvis Account"},"content":{"rendered":"<p>the delegate tool gives clients the ability to bring third parties into their store account.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_81 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/zalvis.com\/docs\/how-to-delegate-access-to-your-zalvis-account.html\/#Use_case_example\" >Use case example<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/zalvis.com\/docs\/how-to-delegate-access-to-your-zalvis-account.html\/#Access_rights\" >Access rights<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/zalvis.com\/docs\/how-to-delegate-access-to-your-zalvis-account.html\/#These_delegates_cannot\" >These delegates cannot:<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/zalvis.com\/docs\/how-to-delegate-access-to-your-zalvis-account.html\/#Inviting_a_delegate\" >Inviting a delegate<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/zalvis.com\/docs\/how-to-delegate-access-to-your-zalvis-account.html\/#Delegate_view\" >Delegate view<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/zalvis.com\/docs\/how-to-delegate-access-to-your-zalvis-account.html\/#Cancelling_delegate_access\" >Cancelling delegate access<\/a><\/li><\/ul><\/nav><\/div>\n<h3 class=\"heading-text\"><span class=\"ez-toc-section\" id=\"Use_case_example\"><\/span><strong>Use case example<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Here&#8217;s a scenario to demonstrate the delegate tool in action.<\/p>\n<ul>\n<li>Company A is a web hosting reseller.<\/li>\n<li>Company B purchases a web hosting contract for two years.<\/li>\n<li>Company B adds Dev Team 1 as a delegate to redesign Company B&#8217;s website.<\/li>\n<\/ul>\n<p>The delegate tool gives Dev Team 1 access to the web hosting contract but not full access to Company B&#8217;s entire online platform (as might be the case if Dev Team 1 were added as a user with extensive permissions).<\/p>\n<h3 class=\"heading-text\"><span class=\"ez-toc-section\" id=\"Access_rights\"><\/span><strong>Access rights<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Any client can invite one or more delegates to access the client-side of a contract with your Zalvis store. These delegates can:<\/p>\n<ul>\n<li>view contract product registration, renewal dates, and status<\/li>\n<li>undertake provisioning actions (e.g. log in to a hosting account, update domain nameservers)<\/li>\n<li>create support tickets in relation to the contract product<\/li>\n<li>view tickets others have created in relation to the contract product, from the point that they were added as a delegate<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"These_delegates_cannot\"><\/span><strong>These delegates cannot<\/strong>:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li>manage billing for a contract product<\/li>\n<li>cancel, upgrade, or modify the contract product<\/li>\n<li>add or remove delegates<\/li>\n<\/ul>\n<blockquote class=\"callout callout_info\">\n<p class=\"callout-heading empty\"><span class=\"callout-icon\">\ud83d\udcd8 <\/span><em><span style=\"font-size: 16px;\">Clients can invite delegates to access a subscription contract. This feature does not work with one-off purchases.<\/span><\/em><\/p>\n<\/blockquote>\n<div class=\"heading-text\">\n<h3><span class=\"ez-toc-section\" id=\"Inviting_a_delegate\"><\/span><strong>Inviting a delegate<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<\/div>\n<p>The first step is to open a contract and invite a delegate. The client should:<\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Log in to the store account.<\/li>\n<li>Click the Products &amp; Services menu tab.\n<p><figure id=\"attachment_325\" aria-describedby=\"caption-attachment-325\" style=\"width: 1352px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-325 size-full\" src=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8111.png\" alt=\"Inviting a delegate\" width=\"1352\" height=\"338\" srcset=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8111.png 1352w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8111-300x75.png 300w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8111-1024x256.png 1024w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8111-768x192.png 768w\" sizes=\"auto, (max-width: 1352px) 100vw, 1352px\" \/><figcaption id=\"caption-attachment-325\" class=\"wp-caption-text\">Click Products &amp; Services tab<\/figcaption><\/figure><\/li>\n<li>Click Subscriptions on the left side menu.<\/li>\n<li>Under the Subscriptions heading, select a contract.<\/li>\n<li>Click the Delegates menu tab.\n<p><figure id=\"attachment_326\" aria-describedby=\"caption-attachment-326\" style=\"width: 1121px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-326 size-full\" src=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8112.png\" alt=\"Inviting a delegate\" width=\"1121\" height=\"434\" srcset=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8112.png 1121w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8112-300x116.png 300w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8112-1024x396.png 1024w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8112-768x297.png 768w\" sizes=\"auto, (max-width: 1121px) 100vw, 1121px\" \/><figcaption id=\"caption-attachment-326\" class=\"wp-caption-text\">Click Delegates tab<\/figcaption><\/figure><\/li>\n<li>Click the Invite delegate button.<\/li>\n<li>Enter the delegate&#8217;s email address.<\/li>\n<li>Click Send invite. (To receive an invite, the delegate must have a store account.)\n<p><figure id=\"attachment_329\" aria-describedby=\"caption-attachment-329\" style=\"width: 870px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-329 size-full\" src=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8116.png\" alt=\"Inviting a delegate\" width=\"870\" height=\"712\" srcset=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8116.png 870w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8116-300x246.png 300w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8116-768x629.png 768w\" sizes=\"auto, (max-width: 870px) 100vw, 870px\" \/><figcaption id=\"caption-attachment-329\" class=\"wp-caption-text\">Enter delegate email<\/figcaption><\/figure><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<h3 class=\"heading-text\"><span class=\"ez-toc-section\" id=\"Delegate_view\"><\/span>Delegate view<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The delegate receives an email message with a link to accept the invitation.<\/p>\n<figure id=\"attachment_331\" aria-describedby=\"caption-attachment-331\" style=\"width: 1300px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-331\" src=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8120.png\" alt=\"Delegate email\" width=\"1300\" height=\"501\" srcset=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8120.png 1300w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8120-300x116.png 300w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8120-1024x395.png 1024w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8120-768x296.png 768w\" sizes=\"auto, (max-width: 1300px) 100vw, 1300px\" \/><figcaption id=\"caption-attachment-331\" class=\"wp-caption-text\">Delegate email<\/figcaption><\/figure>\n<p>After clicking the accept link, Zalvis displays the delegate account under the Products &amp; Services menu tab.<\/p>\n<figure id=\"attachment_332\" aria-describedby=\"caption-attachment-332\" style=\"width: 1608px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-332\" src=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8121.png\" alt=\"Delegate account\" width=\"1608\" height=\"675\" srcset=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8121.png 1608w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8121-300x126.png 300w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8121-1024x430.png 1024w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8121-768x322.png 768w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8121-1536x645.png 1536w\" sizes=\"auto, (max-width: 1608px) 100vw, 1608px\" \/><figcaption id=\"caption-attachment-332\" class=\"wp-caption-text\">Delegate account<\/figcaption><\/figure>\n<h3 class=\"heading-text\"><span class=\"ez-toc-section\" id=\"Cancelling_delegate_access\"><\/span>Cancelling delegate access<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The client can cancel delegate access to the contract at any time.<\/p>\n<ol>\n<li>Click the Products &amp; Services menu tab.<\/li>\n<li>Click the contract.<\/li>\n<li>Click the Delegates menu tab.<\/li>\n<li>Hover the person icon next to Accepted.<\/li>\n<li>Click Revoke access. Zalvis removes the delegate from the contract.\n<p><figure id=\"attachment_334\" aria-describedby=\"caption-attachment-334\" style=\"width: 1182px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-334\" src=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8122.png\" alt=\"\" width=\"1182\" height=\"330\" srcset=\"https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8122.png 1182w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8122-300x84.png 300w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8122-1024x286.png 1024w, https:\/\/zalvis.com\/docs\/wp-content\/uploads\/2024\/06\/IMG_8122-768x214.png 768w\" sizes=\"auto, (max-width: 1182px) 100vw, 1182px\" \/><figcaption id=\"caption-attachment-334\" class=\"wp-caption-text\">Click Revoke access<\/figcaption><\/figure><\/li>\n<\/ol>\n<div class=\"pdtfo69d85f9d8c9e9\" >If you enjoyed this article, then you\u2019ll love Zalvis's Cloud Hosting platform. Turbocharge your website and get 24\/7 support from our veteran team. Our world-class hosting infrastructure focuses on auto-scaling, performance, and security. Let us show you the Zalvis difference! <a href=\"https:\/\/zalvis.com\/\">Check out our services.<\/a><\/div><style type=\"text\/css\">\r\n@media screen and (min-width: 1201px) {\r\n.pdtfo69d85f9d8c9e9 {\r\ndisplay: block;\r\n}\r\n}\r\n@media screen and (min-width: 993px) and (max-width: 1200px) {\r\n.pdtfo69d85f9d8c9e9 {\r\ndisplay: block;\r\n}\r\n}\r\n@media screen and (min-width: 769px) and (max-width: 992px) {\r\n.pdtfo69d85f9d8c9e9 {\r\ndisplay: block;\r\n}\r\n}\r\n@media screen and (min-width: 768px) and (max-width: 768px) {\r\n.pdtfo69d85f9d8c9e9 {\r\ndisplay: block;\r\n}\r\n}\r\n@media screen and (max-width: 767px) {\r\n.pdtfo69d85f9d8c9e9 {\r\ndisplay: block;\r\n}\r\n}\r\n<\/style>\r\n","protected":false},"excerpt":{"rendered":"<p>the delegate tool gives clients the ability to bring third parties into their store account. Use case example Here&#8217;s a scenario to demonstrate the delegate tool in action. Company A is a web hosting reseller. Company B purchases a web hosting contract for two years. Company B adds Dev Team 1 as a delegate to [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-324","post","type-post","status-publish","format-standard","hentry","category-account-management"],"_links":{"self":[{"href":"https:\/\/zalvis.com\/docs\/wp-json\/wp\/v2\/posts\/324","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/zalvis.com\/docs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/zalvis.com\/docs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/zalvis.com\/docs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/zalvis.com\/docs\/wp-json\/wp\/v2\/comments?post=324"}],"version-history":[{"count":6,"href":"https:\/\/zalvis.com\/docs\/wp-json\/wp\/v2\/posts\/324\/revisions"}],"predecessor-version":[{"id":336,"href":"https:\/\/zalvis.com\/docs\/wp-json\/wp\/v2\/posts\/324\/revisions\/336"}],"wp:attachment":[{"href":"https:\/\/zalvis.com\/docs\/wp-json\/wp\/v2\/media?parent=324"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/zalvis.com\/docs\/wp-json\/wp\/v2\/categories?post=324"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/zalvis.com\/docs\/wp-json\/wp\/v2\/tags?post=324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}