Difference between revisions of "My Account"
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| − | + | From any page in the Admin Area, the currently-logged-in admin can quickly access and change their account and security settings. | |
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| + | You can access this feature at '''Account > My Account''' or, prior to WHMCS 8.0, in the top-left corner of the [[Admin Area]]. | ||
==Name and Email== | ==Name and Email== | ||
| + | |||
The First Name, Last Name and Email Address fields allow the staff member to adjust these parts of their profile. The email address field determines where to send activated support ticket notifications (see below). If the email address is a [https://gravatar.com Gravatar] account, the system will display the avatar image in the admin dashboard '''Staff Online''' widget. | The First Name, Last Name and Email Address fields allow the staff member to adjust these parts of their profile. The email address field determines where to send activated support ticket notifications (see below). If the email address is a [https://gravatar.com Gravatar] account, the system will display the avatar image in the admin dashboard '''Staff Online''' widget. | ||
==Support Tickets Notifications== | ==Support Tickets Notifications== | ||
| − | This section displays a list of [[Support Departments]]. Use the checkboxes to control the notification emails for these departments. Select one to receive notification when a client opens a ticket or replies to an existing ticket within that department. | + | |
| + | This section displays a list of [[Support Departments|support departments]]. Use the checkboxes to control the notification emails for these departments. Select one to receive notification when a client opens a ticket or replies to an existing ticket within that department. | ||
==Support Ticket Signature== | ==Support Ticket Signature== | ||
| + | |||
The system automatically loads the text that you enter in this field into the Add Reply field when replying to a support ticket. This accepts plain text only. | The system automatically loads the text that you enter in this field into the Add Reply field when replying to a support ticket. This accepts plain text only. | ||
==My Notes== | ==My Notes== | ||
| − | Private notes, visible only to you and Full Administrators. | + | |
| + | Private notes, visible only to you and Full Administrators. For more information, see [[My Notes]]. | ||
==Template== | ==Template== | ||
| − | Change the template that the system uses to display the admin area. This does not affect other members of staff. | + | |
| − | For information on customising, see [[Admin Area Template Files]]. | + | Change the template that the system uses to display the admin area. This does not affect other members of staff. For information on customising, see [[Admin Area Template Files]]. |
==Language== | ==Language== | ||
| − | Change the language that WHMCS displays in the | + | |
| − | + | Change the language that WHMCS displays in the [[Admin Area]]. This does not affect other members of staff. | |
==Activating Two Factor Authentication== | ==Activating Two Factor Authentication== | ||
| + | |||
[[File:2factor3.png|thumb|Enable for Staff]] | [[File:2factor3.png|thumb|Enable for Staff]] | ||
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| − | + | If [[Security_Modules|Two Factor Authentication]] is enabled, members of staff can activate it by clicking '''Click here to enable''' and following the instructions. | |
| + | |||
| + | Click '''Click here to disable''' to disable two-factor authentication. | ||
==Password Fields== | ==Password Fields== | ||
| + | |||
The system uses two password fields to change your admin area login password. Enter the new password into both fields to ensure the value is correct. To keep the password unchanged, leave both fields empty. | The system uses two password fields to change your admin area login password. Enter the new password into both fields to ensure the value is correct. To keep the password unchanged, leave both fields empty. | ||
==Confirm Password== | ==Confirm Password== | ||
| + | |||
To make any changes on the '''My Accounts''' page, you must enter the current password into this final field. | To make any changes on the '''My Accounts''' page, you must enter the current password into this final field. | ||
Latest revision as of 20:00, 26 April 2022
From any page in the Admin Area, the currently-logged-in admin can quickly access and change their account and security settings.
You can access this feature at Account > My Account or, prior to WHMCS 8.0, in the top-left corner of the Admin Area.
Contents
Name and Email
The First Name, Last Name and Email Address fields allow the staff member to adjust these parts of their profile. The email address field determines where to send activated support ticket notifications (see below). If the email address is a Gravatar account, the system will display the avatar image in the admin dashboard Staff Online widget.
Support Tickets Notifications
This section displays a list of support departments. Use the checkboxes to control the notification emails for these departments. Select one to receive notification when a client opens a ticket or replies to an existing ticket within that department.
Support Ticket Signature
The system automatically loads the text that you enter in this field into the Add Reply field when replying to a support ticket. This accepts plain text only.
My Notes
Private notes, visible only to you and Full Administrators. For more information, see My Notes.
Template
Change the template that the system uses to display the admin area. This does not affect other members of staff. For information on customising, see Admin Area Template Files.
Language
Change the language that WHMCS displays in the Admin Area. This does not affect other members of staff.
Activating Two Factor Authentication
If Two Factor Authentication is enabled, members of staff can activate it by clicking Click here to enable and following the instructions.
Click Click here to disable to disable two-factor authentication.
Password Fields
The system uses two password fields to change your admin area login password. Enter the new password into both fields to ensure the value is correct. To keep the password unchanged, leave both fields empty.
Confirm Password
To make any changes on the My Accounts page, you must enter the current password into this final field.