Granting our team access to your Cloudflare account allows us to manage the domain(s) under your account, whether you are needing assistance with configuration or mitigating attacks. This guide is aimed at helping provide the steps necessary to grant access.
This guide has a video tutorial available
Step-by-step guides in this article:
Creating a Cloudflare account and adding your domain
If you have not already created an account with Cloudflare, please do so now. You can sign up for a free Cloudflare account here: https://www.cloudflare.com/
Once the account is set up and you have verified your email, please add the domain you wish to place behind Cloudflare. If needed, once you have created the domain and granted us access, our team can help configure the domain's DNS and settings. The domain will need to be created first before we can do so.
Sending an invite to Vivio
Once you have the Cloudflare account created and the website added to the account, you can now invite Vivio to manage the account/domain. Below are the steps required to invite our team to manage your account on your behalf.
Step 1: On the left-side navigation of your Cloudflare account, expand the Manage Account section, then click on Members, as shown in the image below.
Step 2: On the Members page, you can see a list of all existing users that have access to your Cloudflare account. To invite a new member click on the Invite button, as shown below.
Step 3: In the Invite members section, enter our support email address, as shown in the image below.
Step 4: In the section for Scope, either select the domains you wish for us to have access to or choose All domains. Make sure the operator is set to Include, as shown below.
Step 5: For the Roles section, choose Administrator or select the desired permissions you wish for us to have access to.
Note: Do not get this confused with the Super Administrator role, which will most likely result in an error if selected.
Step 6: Once ready, scroll down and click the Continue to summary button.
Step 7: On the summary page, please review the summary of the invitation and if everything looks correct, click the Invite button.
Step 8: An email containing an invitation link will be sent to our team that we can use to accept the invitation and then manage the domain.
Troubleshooting errors you may encounter when inviting users to your account
Invalid Request - Account Verification
If you have not yet verified your email address, you cannot invite members to your account. Please check your email inbox for the email address you used to registered your Cloudflare account and accept the email verification from Cloudflare. After verifying your account, try the invitation again. You may have to click the Edit button on the page to go back, and then click the Continue to summary button again to be able to click on the Invite button.
Error when processing member: cannot add existing user that is participating in an incompatible authorization system (Code: 1005)
If you have an older Cloudflare account, you may still be using their old authorization system and will need to submit a request to Cloudflare to fix this error. Essentially, they will move your account to their new authorization system so that it's compatible with our account which is using their newer system. Newer Cloudflare accounts should not encounter this issue as this is only an issue with pre-existing Cloudflare accounts that are several years old.
If you're encountering any issues that you would like our team to help investigate, we'd be happy to assist you via our SysOps Support. Let us know how we can help!