Revision as of 14:48, 30 December 2015

Managing Administrators

To set up additional admins, go to Setup > Staff Management > Administrator Users. From here you can view and edit existing operators as well as adding new ones. When editing an operator you can change all the details of the operator including resetting their password. It also allows you to see any notes they have made for themselves.

Assigning to Support Departments

To assign an admin to a support department perform the following steps:

1. Go to Setup > Staff Management > Administrator Users
2. Click the edit icon next to the administrator you would like to assign to a department
3. About halfway down the page, you will see a list of all the support departments in the system, tick the boxes next to the ones you want this admin account to be a member of
4. Once finished, click the Save Changes button

Only when an admin account is assigned to a department will that admin user be able to view and respond to tickets in that department.

Activating Two Factor Authentication

Enable for Staff

If Two Factor Authentication is enabled members of staff can activate it for their account by clicking the My Account link in the top-left corner of any admin page.

Staff simply click the Click here to enable button and follow the on-screen instructions. Should a member of staff decide to disable two-factor authentication at a later date, they can simply click the Click here to disable button which will appear in the same location.

Configuring Administrator Roles

The administrator roles allow you to fine tune exactly what each of your admin users can do within your WHMCS administration area. You can setup as many different role groups as you want and then assign your admins to them as required. As standard, WHMCS comes with 3 default roles - Full, Sales & Support Only.

Setting Role Group Permissions

1. Begin by going to Setup > Staff Management > Administrator Roles
2. If you want to setup a new role group, click the Add New Role Group link and enter a name for it. Or alternatively if editing the permissions on existing group, click the edit icon next to it
3. You will then be shown a complete list of the permissions settings for the group you are creating. Options are provided for each admin area page and for some, individual controls such as whether values can be edited or records deleted are provided.
4. You can also set the email receiving preferences - system emails, account emails and support emails
5. Once completed, click Save

Assign an Admin to a Role

1. To assign an admin to a role, go to Setup > Staff Management > Administrator Users
2. Next, click the edit icon next to the admin you want to change
3. Now in the Role Group dropdown menu choose the role you want to assign the admin to
4. Then click save and the change will take immediate effect