Difference between revisions of "Clients:Users Tab"
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{{Client Management}} | {{Client Management}} | ||
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<div class="docs-alert-info"> | <div class="docs-alert-info"> | ||
<span class="title">Added in WHMCS 8.0</span><br /> | <span class="title">Added in WHMCS 8.0</span><br /> | ||
| − | We added the '''Users''' tab in WHMCS 8.0. For more information, see [[Accounts | + | We added the '''Users''' tab in WHMCS 8.0. For more information, see [[Users and Accounts]]. |
</div> | </div> | ||
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| − | The '''Users''' tab is accessed via '''Clients > View/Search Clients'''. Select a client and click '''Users'''. Users can own multiple client accounts, allowing a single user to switch between accounts and manage each separately | + | The '''Users''' tab is accessed via '''Clients > View/Search Clients'''. Select a client and click '''Users'''. Users can own multiple client accounts, allowing a single user to switch between accounts and manage each separately. |
| − | + | ||
| − | == | + | ==Associate a User== |
| − | To add a new user, | + | To add a new user, you can use [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users the Client Area] or via the '''Users''' tab in the Admin Area. |
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<div class="docs-alert-info"> | <div class="docs-alert-info"> | ||
<span class="title">Existing Users</span><br /> | <span class="title">Existing Users</span><br /> | ||
If you send an invitation to an email address for an existing account, they can access the client account using their existing login credentials. If the email address does not correspond to an existing account, they can create one. | If you send an invitation to an email address for an existing account, they can access the client account using their existing login credentials. If the email address does not correspond to an existing account, they can create one. | ||
</div> | </div> | ||
| − | + | ||
To associate a user and client account: | To associate a user and client account: | ||
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# Click '''Associate User'''. | # Click '''Associate User'''. | ||
# Choose an account from '''Select User'''. | # Choose an account from '''Select User'''. | ||
# Check the boxes for the desired '''Permissions'''. | # Check the boxes for the desired '''Permissions'''. | ||
| − | # | + | # Toggle '''Send Invite''' to ''Yes'' to send an invitation email. |
| − | # Click ''' | + | # Click '''Invite User'''. |
| − | + | ||
After you add or associate a user, they will display in '''Users''' in the client's profile. Click '''Resend Invite''' to resend the invitation email, or click '''Cancel Invite''' to cancel the invitation. | After you add or associate a user, they will display in '''Users''' in the client's profile. Click '''Resend Invite''' to resend the invitation email, or click '''Cancel Invite''' to cancel the invitation. | ||
| − | + | ||
| − | == | + | ==Manage== |
| − | To | + | |
| − | + | Click '''Manage''' to manage the user within the context of this account. | |
| − | ==Remove | + | |
| − | To remove a user's access to a client's account, click ''' | + | To manage individual user information outside of the context of an associated account, go to '''[[Manage_Users|Clients > Manage Users]]'''. |
| + | |||
| + | ===Manage Users=== | ||
| + | To manage a user's information or permissions for the account, click '''Manage''' for that user and select '''Manage User'''. You can update the user's name, email address, and permissions, disable Two-Factor Authentication, and transfer account ownership to the user. | ||
| + | |||
| + | ===Password Reset=== | ||
| + | To reset a user's password, click '''Manage''' for that user and select '''Password Reset'''. Click '''OK''' and the system will send a password reset email to the user. | ||
| + | |||
| + | ===Remove=== | ||
| + | To remove a user's access to a client's account, click '''Manage''' for that user and select '''Remove'''. This will remove access to the account, but will not delete the user from WHMCS. | ||
Revision as of 17:36, 27 August 2020
Added in WHMCS 8.0
We added the Users tab in WHMCS 8.0. For more information, see Users and Accounts.
The Users tab is accessed via Clients > View/Search Clients. Select a client and click Users. Users can own multiple client accounts, allowing a single user to switch between accounts and manage each separately.
Associate a User
To add a new user, you can use the Client Area or via the Users tab in the Admin Area.
Existing Users
If you send an invitation to an email address for an existing account, they can access the client account using their existing login credentials. If the email address does not correspond to an existing account, they can create one.
To associate a user and client account:
- Click Associate User.
- Choose an account from Select User.
- Check the boxes for the desired Permissions.
- Toggle Send Invite to Yes to send an invitation email.
- Click Invite User.
After you add or associate a user, they will display in Users in the client's profile. Click Resend Invite to resend the invitation email, or click Cancel Invite to cancel the invitation.
Manage
Click Manage to manage the user within the context of this account.
To manage individual user information outside of the context of an associated account, go to Clients > Manage Users.
Manage Users
To manage a user's information or permissions for the account, click Manage for that user and select Manage User. You can update the user's name, email address, and permissions, disable Two-Factor Authentication, and transfer account ownership to the user.
Password Reset
To reset a user's password, click Manage for that user and select Password Reset. Click OK and the system will send a password reset email to the user.
Remove
To remove a user's access to a client's account, click Manage for that user and select Remove. This will remove access to the account, but will not delete the user from WHMCS.