Difference between revisions of "Admin Area"
(New page: ==Login== To login to the admin area, simply append the word "admin" to the URL at which you installed WHMCS. For example if you installed WHMCS @ http://demo.whmcs.com/ then you would a...) |
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Admin password resets can be requested from the link on the admin page login form by following the link "Forgot your password?" There it's simply a case of entering your admin email address to be sent a new password. | Admin password resets can be requested from the link on the admin page login form by following the link "Forgot your password?" There it's simply a case of entering your admin email address to be sent a new password. | ||
| − | If you fail to receive the email, or have the forgot your password then you will need to open a ticket to have your login details reset manually by us. | + | If you fail to receive the email, or have disabled the forgot your password option then you will need to open a ticket to have your login details reset manually by us. |
==Templates== | ==Templates== | ||
Revision as of 13:51, 31 January 2010
Contents
Login
To login to the admin area, simply append the word "admin" to the URL at which you installed WHMCS. For example if you installed WHMCS @ http://demo.whmcs.com/ then you would access the admin area by typing in http://demo.whmcs.com/admin
If you have followed the recommended further security steps (http://wiki.whmcs.com/Further_Security_Steps) then you may have renamed the admin folder to make it harder for visitors to find and therefore the folder name you need to type in might be different.
An IP Ban is enforced if you make 3 invalid password login attempts to the admin area. By default the ban time is 15 minutes but this can be increased in General Settings > Security. If you get banned, you will need to wait for the ban to expire before you can try again.
Password Resets
Admin password resets can be requested from the link on the admin page login form by following the link "Forgot your password?" There it's simply a case of entering your admin email address to be sent a new password.
If you fail to receive the email, or have disabled the forgot your password option then you will need to open a ticket to have your login details reset manually by us.
Templates
The admin area comes with 3 templates:
- Original - the design that WHMCS had used since Version 2.5
- V4' - the latest default, a new web 2.0 styled interface introduced in Version 4.0
- Simple - a no graphics, full screen, plain & simple interface, ideal for larger screens
The existing templates can be customised and/or new ones created - see Admin Area Template Files for more info on that.
The template you see when logging in can be set on a per admin level and therefore your staff can choose their preference or you can create different templates tailored to their specific role. The template for an admin can be set in Setup > Administrators
Search
The admin area has 2 main methods of search - Intelligent Search & Advanced Search. Both of these search options are available from any page.
Intelligent search is located at the top right of each template and allows you to enter a search term, press enter and the results are instantly displayed. It will search accross various fields in the Clients, Products, Invoices & Tickets databases to display the most relevant matches to the term entered. However it doesn't search all fields and with large databases because of the amount of data it has to look through can be slower.
The Advanced Search allows you to search more specifically, choosing exactly the field you want to search on. It is available from the top menu bar in the Original template, bottom left sidebar in V4 and bottom right sidebar in Simple. Entering a search term here and submitting will take you to the exact match or list of possible matches.