> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How Do My Clients Create Contract Delegates

> As your customer can add third parties to a subscription, creating contract delegates helps you stay organised and free.

In a [previous guide](/using-upmind/service-desk/how-to-create-ticket-delegates), we showed you how **Admins**, store staff, and clients can add delegates to a ticket. This article describes another way to use the delegate tool. In addition to enhancing internal communication with your store **Admins** and **Staff**, the delegate tool gives clients the ability to bring third parties into their store account.

## Use case example

Here'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 redesign Company B's website.

The delegate tool gives Dev Team 1 access to the web hosting contract but not full access to Company B's entire online platform (as might be the case if Dev Team 1 were added as a user with extensive permissions).

## Access rights

Any client can invite one or more delegates to access the client-side of a contract with your Upmind store. These delegates can:

* view contract product registration, renewal dates, and status
* undertake provisioning actions (e.g., log in to a hosting account, update domain nameservers)
* create support tickets in relation to the contract product
* view tickets others have created in relation to the contract product, from the point at which they were added as a delegate

These delegates cannot:

* manage billing for a contract product
* cancel, upgrade, or modify the contract product
* add or remove delegates

<Note>
  Clients can invite delegates to access a subscription contract. This feature does not work with one-off purchases.
</Note>

## Inviting a delegate

The first step is to open a contract and invite a delegate. The client should:

1. Log in to the store account.
2. Click the **Products & Services** menu tab.

<Frame caption="Click Products & Services tab">
  <img src="https://mintcdn.com/upmind/kXD0Ya8PpcxxNm6Q/images/fb/417c7c9d3fbde85d.png?fit=max&auto=format&n=kXD0Ya8PpcxxNm6Q&q=85&s=034234cb31db570ea70181934547bea8" alt="Click Products & Services tab" className="mx-auto" style={{ width:"98%" }} width="2720" height="260" data-path="images/fb/417c7c9d3fbde85d.png" />
</Frame>

3. Click **Subscriptions** on the left side menu.
4. Under the **Subscriptions** heading, select a contract.
5. Click the **Settings** menu tab.

<Frame caption="Click Settings tab">
  <img src="https://mintcdn.com/upmind/z5ofg3t7by4uN44v/images/fb/ef3f44fa851aa3d7.png?fit=max&auto=format&n=z5ofg3t7by4uN44v&q=85&s=feecc51263828590bad4c5bc4dd1feec" alt="Click Settings tab" className="mx-auto" style={{ width:"95%" }} width="2730" height="806" data-path="images/fb/ef3f44fa851aa3d7.png" />
</Frame>

6. Click the **Invite delegate** button.

<Frame caption="Invite new delegate">
  <img src="https://mintcdn.com/upmind/z5ofg3t7by4uN44v/images/fb/e9b148b15b3d4c82.png?fit=max&auto=format&n=z5ofg3t7by4uN44v&q=85&s=e31f07aab89a81ef40a15ee171690cef" alt="Invite new delegate" className="mx-auto" style={{ width:"97%" }} width="1832" height="1080" data-path="images/fb/e9b148b15b3d4c82.png" />
</Frame>

7. Enter the delegate's email address.
8. Click **Send invite**.

<Note>
  To receive an invite, the delegate must have a store account.
</Note>

<Frame caption="Enter delegate email">
  <img src="https://mintcdn.com/upmind/bPO2bBzOxYQR4tYr/images/fb/fbbc546bc4dd0c3c.png?fit=max&auto=format&n=bPO2bBzOxYQR4tYr&q=85&s=d4628738db32e65e499d30daa2fce0ed" alt="Enter delegate email" className="mx-auto" style={{ width:"74%" }} width="1062" height="1082" data-path="images/fb/fbbc546bc4dd0c3c.png" />
</Frame>

## Delegate view

The delegate receives an email message with a link to accept the invitation.

<Frame caption="Delegate email">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/9ea21344338291ab.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=c760b866063141b7664f634b0b74f80d" alt="Delegate email" className="mx-auto" style={{ width:"97%" }} width="2270" height="1278" data-path="images/fb/9ea21344338291ab.png" />
</Frame>

After clicking the accept link, Upmind displays the delegate account under the **Products & Services** menu tab.

<Frame caption="Delegate account">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/9f3e85fc08fae04f.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=989a0a01b54043650548d5091af06a2b" alt="Delegate account" className="mx-auto" style={{ width:"87%" }} width="2822" height="636" data-path="images/fb/9f3e85fc08fae04f.png" />
</Frame>

## Cancelling delegate access

The client can cancel delegate access to the contract at any time.

1. Click the **Products & Services** menu tab.
2. Click the contract.
3. Click the **Delegates** menu tab.
4. Hover the person icon next to Accepted.
5. Click **Revoke access**. Upmind removes the delegate from the contract.

<Frame caption="Click Revoke access">
  <img src="https://mintcdn.com/upmind/Lh8hC132BWHpvRbz/images/fb/477240dd9f9525d3.png?fit=max&auto=format&n=Lh8hC132BWHpvRbz&q=85&s=681b3c84cc70aefafa0cbfeb9f200073" alt="c-1.png" className="mx-auto" style={{ width:"83%" }} width="1182" height="330" data-path="images/fb/477240dd9f9525d3.png" />
</Frame>
