Navigating the Client Zone

Navigating the Client Zone

The Client Zone is your central hub for managing all of your Coast IT services, from tracking billing to accessing support. This guide will walk you through the features available in the Client Zone, helping you make the most of our services with ease.

Accessing the Client Zone

  1. Go to the Coast IT website at www.coastit.co.za.
  2. Click on Client Zone at the top right corner of the page.
  3. Log in using your email and password. If you’re a new user, you can create an account by following the sign-up instructions.

Dashboard Overview

Once logged in, you’ll be taken to the Client Zone Dashboard. This is your main control center, where you can quickly access all the available features. Here, you’ll find shortcuts to manage your services, view invoices, check recent activity, and contact support.

Viewing and Managing Services

  1. Go to My Services to see a list of all active and past services with Coast IT.
  2. Select a service to view its details, status, and any associated documentation.
  3. For ongoing services, you can see additional options, such as service renewal, upgrade options, or cancellation.

Tip: Each service has a dedicated section with FAQs and additional resources to help you get the most out of it.

Billing and Invoices

  1. Click on Billing to access all billing-related information.
  2. Under Invoices, you can view, download, and print current and past invoices.
  3. For convenience, you can enable automatic payments within the Billing section, ensuring you never miss a payment deadline.
  4. You can also view payment history, track recent transactions, and add or update payment methods.

Note: If you have any questions about charges, you can reach out directly to our support team through the Support section.

Submitting and Tracking Support Tickets

  1. To get help with any of your services, navigate to the Support section.
  2. Click on Open Ticket to submit a new support request. Choose the category that best fits your issue, add a description, and submit.
  3. Once submitted, you can track the status of your ticket, communicate with our support team, and view resolution updates within the Tickets tab.

Managing Account Settings

  1. Click on Account Settings to update your profile information, including your contact details, email address, and password.
  2. You can also configure notification preferences to receive updates on billing, service renewals, and support tickets.
  3. For added security, enable Two-Factor Authentication (2FA) within your account settings.

Viewing Usage and Analytics

For certain services, such as hosting, you can view usage statistics and performance analytics directly within the Client Zone. This allows you to monitor traffic, data usage, and other key metrics to help you make informed decisions about your service needs.

Adding Authorized Users

If you want to grant access to other team members, you can add them as Authorized Users under Account Settings. This feature allows you to assign permissions for viewing and managing specific aspects of your account, providing your team with the access they need while maintaining security.

Notifications and Alerts

In the Notifications section, you can customize your alerts. Choose to receive notifications for important account activities such as upcoming payments, service updates, and support responses.

Tip: Enabling notifications ensures you stay up-to-date with all account activities and helps you avoid missing important updates.

Log Out

When you’re finished managing your account, remember to log out for added security. Click on your profile icon in the top-right corner and select Log Out.

The Client Zone makes it easy to manage all aspects of your Coast IT services, from billing and support to account settings. If you have any questions or need assistance navigating the platform, our support team is always available to help.