When you first create a Client Organization A separate Organization that a Partner Organization manages but that the client uses and pays for. Client Organizations are part of the CloudCannon Partner Program and give each client their own team, billing, and login. Unlike Guest Access, which shares a single Site with someone who doesn't have a CloudCannon account, a Client Organization is a full, independent Organization. A trial period that gives a new Organization access to Standard Plan features without requiring a payment method.Client Organization
Free Trial
- Adding a Custom Domainto a Site.Glossary term
Custom Domain
A domain you own and connect to your CloudCannon Organization, so visitors reach your Site at your own address instead of its Testing Domain. You buy the domain from a domain registrar, connect it to your Organization, then add it to your Sites.
- Turning on Guest Accessfor a Site.Glossary term
Guest Access
A CloudCannon feature that allows you to invite someone from outside your Organization to view, edit, and publish content for a specific Site. Unlike Site Sharing, Guests invited through Guest Access do not need a CloudCannon account. Instead, they log in using a Guest Password through a dedicated Guest Login Page. Each Site with Guest Access enabled uses one Seat, regardless of how many Guests use its password. The Guest Access feature was previously called Client Sharing.
- Adding a new Organization Member to a Permission Group. The Free Trial shortens when that person accepts their invitation.
- Sharing a Site with someone outside the Client Organization using Site Sharing.Glossary term
Site Sharing
A CloudCannon feature that allows you to invite an existing Organization Member from within your Organization to view, edit, and publish content for a specific Site. With Site Sharing, you can control what an Organization Member can interact with by limiting access to individual Sites rather than all Sites in your Organization. This is distinct from Guest Access, which is used to invite external clients who don't have CloudCannon accounts.
- Accepting a transfer that brings a Custom Domain, a Site with Guest Access turned on, or a Site Sharing member into the Client Organization.
Members of your Partner Organization A CloudCannon Organization that belongs to a member of the Partner Program and serves as their base for managing client work. From their Partner Organization, Partners create and manage Client Organizations and track their Partner Points.Partner Organization
Separately, if you change the Client Organization's Subscription Plan A set of features available to your Organization, the monthly usage limits for resources, and the price you pay for access to those features and resources, monthly or annually. Each Organization in CloudCannon can have one Subscription Plan, and can update or cancel at any time. The extra usage charged when your Organization exceeds its plan's included limits and Overages are enabled. Overage usage appears on your next invoice.Subscription Plan
Overage
When you are ready for your client to start paying for their Subscription Plan, you can invite them to the Client Organization and give them the Permissions to manage its billing. These instructions add your client to Default Permission Groups, rather than to a Custom Permission Group. For more information, please read our documentation on what Default Permission Groups are and what Custom Permission Groups are.
Inviting your client to the Client Organization shortens the extended Free Trial. CloudCannon shows a Confirm End of Trial modal before the invitation goes out, and once your client accepts their invitation, the Free Trial ends five days later. Members of your Partner Organization are exempt, so inviting your own team does not shorten the trial. Invite your client once you have finished setting up their Client Organization and they are ready to begin paying for their Subscription The ongoing payment to CloudCannon for your Organization's Subscription Plan. A Subscription can be active, paused, or canceled. Canceling a Subscription will prevent you from paying for further use of features and resources without deleting the Organization, its Sites, or files.Subscription
How much access your client has depends on which Permission Groups A group that defines what permissions Organization Members have in CloudCannon. Permission Groups allow you to make Resources available to your Organization Members and define what actions are allowed (Read, Write, or Create) for each resource. CloudCannon provides several Default Permission Groups (including Owners, Developers, Technical Editors, Editors, and Billing) and you can create Custom Permission Groups for more granular control.Permission Group
- Owners — Your client can perform the same actions you can, including managing Organization Membersand deleting the OrganizationGlossary term
Organization Member
A person who belongs to the same Organization as you. Organization Members are other CloudCannon users who have been invited to your Organization to collaborate on Sites, edit content, or manage settings. Each Organization Member has their own CloudCannon account with individual permissions assigned through Permission Groups, and uses one Seat in your Subscription Plan. Organization Members were previously called Team Members.
. This is a handover, and it does not change your Partner Organization's access: your team still reaches the Client Organization through the Partner Permission Group. For more information, please read our documentation on handing over or detaching a Client Organization.Glossary termOrganization
A workspace in CloudCannon that groups together Sites, Organization Members, and shared resources. It is also the unit CloudCannon bills for. You can define permissions for your Organization, controlling the access each Organization Member has to resources on CloudCannon. You can create and be a part of multiple Organizations.
- Billing and one other Permission Group — With Billing permissions, your client can manage the payment details for their Organization, and perform any actions allowed by their second Permission Group. Normally, this would be Editors or Technical Editors.
- Billing on its own — Your client can manage the payment details for their Organization, but cannot edit content or change any Site or Organization settings. Use this when your client only needs to pay for their Subscription.
Members of the Billing Permission Group can change the Subscription Plan, not only pay for it. Your client can upgrade or downgrade the Client Organization once they have this access.
Invite your client to their Client Organization#
To invite your client to their Client Organization:
- In the Client Organization, navigate to the People page under Org Settings.
- Under the Members tab, click the Add members button. CloudCannon will open the Invite Organization Members modal.
- In the Email address field, enter your client's email address.
- In the Groups field, select the Permission Groups for the access level you chose.
- Click the Add member(s) button.
CloudCannon will email your client an invitation to the Client Organization. If they do not have a CloudCannon account, CloudCannon will ask them to create one. Once they accept, they can add their own payment method, view invoices, and manage the Subscription Plan for their Client Organization, along with anything else the Permission Groups you selected allow.
If your client is already an Organization Member of the Client Organization, add them to the Billing Permission Group instead of inviting them again. For more information, please read our documentation on adding an Organization Member to a Permission Group.
What your client pays for#
Your client's payment method covers the Subscription Plan for their Client Organization only. Members of your Partner Organization do not use a Seat in that Subscription Plan, so your team can keep working on the Client Organization at no cost to your client. For more information, please read our documentation on paying for your Partner Organization.
Do not turn on Guest Access A CloudCannon feature that allows you to invite someone from outside your Organization to view, edit, and publish content for a specific Site. Unlike Site Sharing, Guests invited through Guest Access do not need a CloudCannon account. Instead, they log in using a Guest Password through a dedicated Guest Login Page. Each Site with Guest Access enabled uses one Seat, regardless of how many Guests use its password. The Guest Access feature was previously called Client Sharing. A website in CloudCannon that includes all the files, content, configuration, and settings needed to edit, build, and host a complete website. The unit of paid capacity in your Organization's Subscription Plan. Every Organization Member you invite uses one Seat, as does every person you add through Site Sharing, and each Site with Guest Access enabled uses one Seat however many Guests share its Guest Password. Members of a Partner Organization working inside a Client Organization do not use a Seat.Guest Access
Site
Seat
To send invoices to your client while your own payment method covers the cost, or the other way around, please read our documentation on adding billing contact information and managing your payment methods.