Difference between revisions of "CodeGuard via WHMCS MarketConnect"

From WHMCS Documentation

 
(7 intermediate revisions by 3 users not shown)
Line 1: Line 1:
WHMCS MarketConnect allows you to resell CodeGuard Cloud Website Backup.
+
{{MarketConnect}}
 +
 
 +
WHMCS MarketConnect allows you to resell CodeGuard Website Backup.
 +
 
 +
For more information, see our [https://marketplace.whmcs.com/help/connect/kb/codeguard_website_backup CodeGuard Website Backup Knowledgebase].
  
 
==Supported Actions==
 
==Supported Actions==
  
* Automated Provisioning of CodeGuard services
+
* Automated provisioning of CodeGuard services.
* Single Sign-On into CodeGuard Dashboard from Client and Admin Areas
+
* Single Sign-On into the CodeGuard Dashboard from the Client Area and Admin Area.
* Upsells/Promotions within the client area
+
* Upsells and promotions within the Client Area.
* Automated Cancellation
+
* Automated cancellation.
  
 
==Setup and Configuration==
 
==Setup and Configuration==
  
To activate and begin reselling CodeGuard via WHMCS MarketConnect, simply navigate to '''Setup''' > '''MarketConnect''' within your WHMCS admin area and click the '''Activate''' button under the CodeGuard product offering.
+
To activate and begin reselling CodeGuard via WHMCS MarketConnect:
 +
# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect''' in the WHMCS Admin Area.
 +
# Click '''Activate''' under CodeGuard.
  
 
==CodeGuard Automation==
 
==CodeGuard Automation==
  
When ordering CodeGuard as an add-on to a Hosting or Reseller Account, WHMCS and MarketConnect fully automates the CodeGuard provisioning process. This includes automated provisioning of SFTP/FTP access credentials where possible.
+
When ordering CodeGuard as an addon to a hosting or reseller account, WHMCS and MarketConnect fully automate the CodeGuard provisioning process. This includes automated provisioning of SFTP/FTP access credentials where possible.
  
 
===SFTP/FTP Access===
 
===SFTP/FTP Access===
  
The CodeGuard service utilises SFTP access to automatically backup your website.
+
The CodeGuard service uses SFTP access to automatically back up your website.
  
For all CodeGuard plans, a dedicated SFTP account will be provisioned for cPanel hosting accounts and supplied to CodeGuard automatically. If the SFTP account creation fails, or when tested, is unavailable, or when using DirectAdmin hosting accounts, a dedicated FTP account is created and supplied. For Plesk servers the primary account login details are used.
+
For all CodeGuard plans, the system provisions dedicated SFTP accounts for cPanel hosting accounts and supplies them to CodeGuard automatically. If the SFTP account creation fails, or, when tested, is unavailable, or when using DirectAdmin hosting accounts, the system creates and supplies a dedicated FTP account. For Plesk servers, the system uses the primary account login details.
  
If SFTP/FTP access is unable to be automatically provisioned successfully, the welcome email sent to the customer contains instructions for the user detailing how to create their website backup manually within their CodeGuard account.
+
If the system can't provision SFTP or FTP access successfully, the welcome email for the customer contains instructions for the user detailing how to create their website backup manually within their CodeGuard account.
  
 
==Admin Management Actions==
 
==Admin Management Actions==
Line 28: Line 34:
 
For any CodeGuard order, an Admin user is able to perform the following actions from the service management page:
 
For any CodeGuard order, an Admin user is able to perform the following actions from the service management page:
  
* '''Login to CodeGuard Control Panel''' - Clicking this button will perform single sign-on into the CodeGuard dashboard for the given website.
+
* '''Log in to CodeGuard Control Panel''' Clicking this will perform single sign-on into the CodeGuard dashboard for the website.
  
Single Sign-On to the CodeGuard dashboard can also be accessed via the MarketConnect management page in '''Setup''' > '''MarketConnect''' > '''CodeGuard''' > '''Manage'''
+
You can also access Single Sign-On to the CodeGuard dashboard via the MarketConnect management page in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
  
 
==Client Management Actions==
 
==Client Management Actions==
  
When logged into the Client Area, if a customer has an active CodeGuard service, they will be provided with a link to access and manage their backups that will perform Single Sign-On and take them directly to the CodeGuard Control Panel.
+
When logged in to the Client Area, if a customer has an active CodeGuard service, they will receive a link to access and manage their backups that will perform Single Sign-On and take them directly to the CodeGuard Control Panel.
  
 
==Client Area Promotions==
 
==Client Area Promotions==
  
 
MarketConnect supports showing CodeGuard promotions in the client area homepage, sidebar, shopping cart and when managing a web hosting product that does not have a CodeGuard service attached to it.
 
MarketConnect supports showing CodeGuard promotions in the client area homepage, sidebar, shopping cart and when managing a web hosting product that does not have a CodeGuard service attached to it.

Latest revision as of 11:12, 15 June 2022


WHMCS MarketConnect allows you to resell CodeGuard Website Backup.

For more information, see our CodeGuard Website Backup Knowledgebase.

Supported Actions

  • Automated provisioning of CodeGuard services.
  • Single Sign-On into the CodeGuard Dashboard from the Client Area and Admin Area.
  • Upsells and promotions within the Client Area.
  • Automated cancellation.

Setup and Configuration

To activate and begin reselling CodeGuard via WHMCS MarketConnect:

  1. Go to Configuration () > System Settings > MarketConnect or, prior to WHMCS 8.0, Setup > MarketConnect in the WHMCS Admin Area.
  2. Click Activate under CodeGuard.

CodeGuard Automation

When ordering CodeGuard as an addon to a hosting or reseller account, WHMCS and MarketConnect fully automate the CodeGuard provisioning process. This includes automated provisioning of SFTP/FTP access credentials where possible.

SFTP/FTP Access

The CodeGuard service uses SFTP access to automatically back up your website.

For all CodeGuard plans, the system provisions dedicated SFTP accounts for cPanel hosting accounts and supplies them to CodeGuard automatically. If the SFTP account creation fails, or, when tested, is unavailable, or when using DirectAdmin hosting accounts, the system creates and supplies a dedicated FTP account. For Plesk servers, the system uses the primary account login details.

If the system can't provision SFTP or FTP access successfully, the welcome email for the customer contains instructions for the user detailing how to create their website backup manually within their CodeGuard account.

Admin Management Actions

For any CodeGuard order, an Admin user is able to perform the following actions from the service management page:

  • Log in to CodeGuard Control Panel — Clicking this will perform single sign-on into the CodeGuard dashboard for the website.

You can also access Single Sign-On to the CodeGuard dashboard via the MarketConnect management page in Configuration () > System Settings > MarketConnect or, prior to WHMCS 8.0, Setup > MarketConnect.

Client Management Actions

When logged in to the Client Area, if a customer has an active CodeGuard service, they will receive a link to access and manage their backups that will perform Single Sign-On and take them directly to the CodeGuard Control Panel.

Client Area Promotions

MarketConnect supports showing CodeGuard promotions in the client area homepage, sidebar, shopping cart and when managing a web hosting product that does not have a CodeGuard service attached to it.