Difference between revisions of "Manage Users"
From WHMCS Documentation
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| − | + | In WHMCS 8.0 and later, you can access a list of all of the users in WHMCS and update them separately from their associated accounts. | |
| − | + | * This interface requires the '''List Users''' permission. | |
| − | + | * For more information, see [[Users and Accounts]]. | |
| − | + | ||
| − | + | You can access this list at '''Clients > Manage Users'''. | |
| − | |||
<div class="docs-alert-warning"> | <div class="docs-alert-warning"> | ||
<span class="title">Disabling Users</span><br /> | <span class="title">Disabling Users</span><br /> | ||
| − | '''Disable Client Area User Management''' in | + | '''Disable Client Area User Management''' in the '''[[Other Tab|Other]]''' tab at |
| − | '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings | + | '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' can disable user management for account owners and prevent them from inviting new users. |
</div> | </div> | ||
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<div class="docs-alert-info"> | <div class="docs-alert-info"> | ||
| − | + | You can't add new users from this page. Instead, use the '''[[Clients:Users_Tab|Users]]''' tab in the client profile or [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users send an invitation from the Client Area]. | |
| − | You can't add new users from this page. Instead, use the '''[[Clients:Users_Tab|Users]]''' tab or | ||
</div> | </div> | ||
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==Actions== | ==Actions== | ||
| + | |||
You can perform these actions for users: | You can perform these actions for users: | ||
===Manage User=== | ===Manage User=== | ||
| + | |||
Click '''Manage User''' to view a list of associated accounts and edit user information. This includes the user's name, email address, and default language. | Click '''Manage User''' to view a list of associated accounts and edit user information. This includes the user's name, email address, and default language. | ||
| − | + | ||
* Use '''Two-Factor Authentication''' to disable Two-Factor Authentication for the user if it is configured. Admins '''cannot''' enable Two-Factor Authentication from within the Admin Area. | * Use '''Two-Factor Authentication''' to disable Two-Factor Authentication for the user if it is configured. Admins '''cannot''' enable Two-Factor Authentication from within the Admin Area. | ||
| + | * If you have enabled identity verification through [[User Identity Verification|Validation.com]], use '''Verification Status''' to view the user's verification status, initiate verification, or reset verification. This only applies to the user that placed the order. For more information, see [[Users and Accounts]]. <div class="docs-alert-warning">Validation.com has announced that they are discontinuing service on April 9, 2023. After this date, the WHMCS features that relate to Validation.com will cease to function. For more information, see [[User Identity Verification]].</div> | ||
* Use '''Disable Security Question''' to disable the user's security question. This will allow the user to set a new security question and answer in the Client Area. | * Use '''Disable Security Question''' to disable the user's security question. This will allow the user to set a new security question and answer in the Client Area. | ||
| − | + | ||
===Password Reset=== | ===Password Reset=== | ||
| + | |||
Click the down arrow icon and click '''Password Reset''' to initiate the process of resetting the user's password. A confirmation message will appear. Click '''OK''' and the system will send a password reset email to the user's email address. | Click the down arrow icon and click '''Password Reset''' to initiate the process of resetting the user's password. A confirmation message will appear. Click '''OK''' and the system will send a password reset email to the user's email address. | ||
Latest revision as of 16:49, 4 April 2023
In WHMCS 8.0 and later, you can access a list of all of the users in WHMCS and update them separately from their associated accounts.
- This interface requires the List Users permission.
- For more information, see Users and Accounts.
You can access this list at Clients > Manage Users.
Disabling Users
Disable Client Area User Management in the Other tab at
Configuration () > System Settings > General Settings can disable user management for account owners and prevent them from inviting new users.
List of Users
You can't add new users from this page. Instead, use the Users tab in the client profile or send an invitation from the Client Area.
The list of users displays each user's ID, name, email address, Two-Factor Authentication and security question statuses, and the time at which the user last logged in.
- The shield icon () indicates whether the user has enabled Two-Factor Authentication. A green icon indicates that Two-Factor Authentication is enabled.
- The question mark icon () indicates whether the user has set up security questions. A green icon indicates that security questions are configured.
Actions
You can perform these actions for users:
Manage User
Click Manage User to view a list of associated accounts and edit user information. This includes the user's name, email address, and default language.
- Use Two-Factor Authentication to disable Two-Factor Authentication for the user if it is configured. Admins cannot enable Two-Factor Authentication from within the Admin Area.
- If you have enabled identity verification through Validation.com, use Verification Status to view the user's verification status, initiate verification, or reset verification. This only applies to the user that placed the order. For more information, see Users and Accounts. Validation.com has announced that they are discontinuing service on April 9, 2023. After this date, the WHMCS features that relate to Validation.com will cease to function. For more information, see User Identity Verification.
- Use Disable Security Question to disable the user's security question. This will allow the user to set a new security question and answer in the Client Area.
Password Reset
Click the down arrow icon and click Password Reset to initiate the process of resetting the user's password. A confirmation message will appear. Click OK and the system will send a password reset email to the user's email address.