Difference between revisions of "Clients:Users Tab"
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{{Client Management}} | {{Client Management}} | ||
| − | + | In WHMCS 8.0 and later, [[Users and Accounts|users]] can own multiple client accounts, allowing a single user to switch between accounts and manage each separately. | |
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| − | + | You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''. | |
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<div class="docs-alert-warning"> | <div class="docs-alert-warning"> | ||
| − | + | '''Disable Client Area User Management''' in the '''[[Other Tab|Other]]''' tab at | |
| − | '''Disable Client Area User Management''' in | + | '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' disables user management for account owners and prevents them from inviting new users. |
| − | '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings | ||
</div> | </div> | ||
==Associate a User== | ==Associate a User== | ||
| − | To add a new user, you can use [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users the Client Area] | + | |
| + | To add a new user, you can use this tab or [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users the Client Area]. | ||
<div class="docs-alert-info"> | <div class="docs-alert-info"> | ||
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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> | ||
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# Click '''Associate User'''. | # Click '''Associate User'''. | ||
| − | # Choose an account from '''Select User'''. | + | # Choose an account from '''Select User''' or enter an email address. |
| − | # | + | # Select the desired '''Permissions''' settings or select '''Check All''' to select all of them. |
# Toggle '''Send Invite''' to ''Yes'' to send an invitation email. | # Toggle '''Send Invite''' to ''Yes'' to send an invitation email. | ||
# Click '''Invite User'''. | # Click '''Invite User'''. | ||
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==Manage== | ==Manage== | ||
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Click '''Manage''' to manage the user within the context of this account. | Click '''Manage''' to manage the user within the context of this account. | ||
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| − | To manage individual user information outside of the context of an associated account, go to '''[[ | + | To manage individual user information outside of the context of an associated account, go to '''Clients > [[Manage Users]]'''. |
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===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. | + | |
| + | 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]] or security questions, and transfer account ownership to the user. | ||
| − | + | Disabling security questions for the user removes their current security question and answer and allows them to set a new one in the Client Area. | |
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| + | ===Password Reset=== | ||
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| + | To reset a user's password, click the arrow next to '''Manage User''' for that user and select '''Password Reset'''. Click '''OK''' on the confirmation window that appears and the system will send a password reset email to the user. | ||
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===Remove=== | ===Remove=== | ||
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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. | 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. | ||
Latest revision as of 13:29, 28 March 2023
In WHMCS 8.0 and later, users can own multiple client accounts, allowing a single user to switch between accounts and manage each separately.
You can access this tab when you view a client's profile at Clients > View/Search Clients.
Disable Client Area User Management in the Other tab at Configuration () > System Settings > General Settings disables user management for account owners and prevents them from inviting new users.
Associate a User
To add a new user, you can use this tab or the Client Area.
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 or enter an email address.
- Select the desired Permissions settings or select Check All to select all of them.
- 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 or security questions, and transfer account ownership to the user.
Disabling security questions for the user removes their current security question and answer and allows them to set a new one in the Client Area.
Password Reset
To reset a user's password, click the arrow next to Manage User for that user and select Password Reset. Click OK on the confirmation window that appears 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.