This article will show you how to configure web hosting teams in the Nexcess Client Portal. The portal offers the option of utilizing the three default team levels/roles with predefined permissions or implementing a custom team configuration with custom permissions.

Why not have all users with the same permissions? If you are the only user accessing your portal, setting up hosting teams might not be necessary. But for clients where multiple team members are logging in, team member permissions by user are a great way of managing what those users can access and perform.

Overview

The Nexcess Client Portal allows you the ability to assign teams. These hosting teams can be made up of different permission levels/roles. Team Members can be assigned to three default web hosting teams:

Superuser
Billing
Technical

If you want to make your own teams, the Nexcess Client Portal has that ability too.

Step by step instructions

To access and set up your web hosting teams, you will click on the user icon in the upper right corner of the interface and click on Team Members. Team Permissions is on the left-hand side of the screen:
Once you are on the Team Permissions page, you can start to configure your teams and create new teams. The three predefined default web hosting team levels/roles are readily available:

Superuser
Billing
Technical

The benefit of creating and using hosting teams is that you can limit a team member’s ability within the portal based on their expertise by assigning them to a team with predefined permissions:

The Superuser Team is the equivalent of an administrator and can access all functionality within the Nexcess Client Portal.
The Billing Team is geared towards account management, and invoicing and is less technical.
The Technical Team can access more technical functions of the portal and is limited when it comes to account management and billing.
A customized team is used if the default teams don’t fit your mold. You can just make your own! One of the most useful parts of the Team Permissions page is the ability to create customized teams.

If you like the permissions of one or all of the default teams but don’t want to use the same team name, then you change it by following these steps. Select the default Team that you would like to edit the name for. Then, click the edit pencil icon on the right side of the screen next to Team.
Edit the name and click Update.
From the Team Permissions page, select Create a Team on the right of the screen.
Enter the Team Name and what type of role you want the team to be notified for.
Next, you will select what permissions you want the web hosting team to have and then select Create.
Once you have created the team, you will see it listed next to the default teams towards the top of the page:
Now that you have created the team, you can assign Team Members to the team(s) by going to the Team Member page.
To add a team member, click on Add Member.
Enter the team member’s email address and select the team you would like the user to be a part of. The team member can be a part of more than one team.

Conclusion

Effectively managing your Nexcess Client Portal teams ensures that your team members have the appropriate access to perform their roles without compromising account security. Whether you utilize the default Superuser, Billing, and Technical roles for quick setup or create fully customized teams for granular control, these settings help streamline your workflow and protect sensitive account information. By keeping your team permissions up to date, you can maintain an organized and secure hosting environment for your business.