Difference between revisions of "Users and Accounts"
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| − | WHMCS 8.0 and later introduced a new user management system. It allows a single user access to multiple client accounts. It clearly separates authentication and authorization from services, billing, and support. | + | WHMCS 8.0 and later introduced a new user management system. It allows a single user access to multiple client accounts. It clearly separates authentication and authorization from services, billing, and support. It's also a simple, powerful, flexible way for customers to manage their accounts and grant access to it to other users. |
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Admins can view information about individual accounts and their associated users. For more information, see [[Client Management]] and [[Clients:Users_Tab|Users]]. | Admins can view information about individual accounts and their associated users. For more information, see [[Client Management]] and [[Clients:Users_Tab|Users]]. | ||
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==Accounts and Users== | ==Accounts and Users== | ||
| − | Accounts (formerly "clients") own products and services. They represent a billable party, like a business. | + | |
| − | + | ===What Is An Account?=== | |
| + | Accounts (formerly "clients") own products and services. They represent a billable party, like a business. | ||
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| + | ===What Is A User?=== | ||
Users have with one or more associated accounts that they can access and manage. Whenever a new account is created, a new user is created based on the account profile and becomes the account owner (see below). Separate controls manage users' access to each account. | Users have with one or more associated accounts that they can access and manage. Whenever a new account is created, a new user is created based on the account profile and becomes the account owner (see below). Separate controls manage users' access to each account. | ||
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For example, each of a web designer's customers could represent a distinct account. The web designer could log in and access each of these accounts using a single set of credentials. However, the accounts themselves would not be connected. | For example, each of a web designer's customers could represent a distinct account. The web designer could log in and access each of these accounts using a single set of credentials. However, the accounts themselves would not be connected. | ||
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| − | ===Account | + | In the upgrade to WHMCS 8.0, items like passwords, security questions, and two-factor authentication moved from client accounts to the associated users (account owners). Additionally, sub-accounts are automatically converted to users during the WHMCS 8.0 upgrade process. |
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| + | ===What Is An Account Owner?=== | ||
Each account is associated with a single account owner. Account owners have all of the possible permissions that a user can possess. They are also the only user who can send invitations from the account to other new or existing users. | Each account is associated with a single account owner. Account owners have all of the possible permissions that a user can possess. They are also the only user who can send invitations from the account to other new or existing users. | ||
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| − | During checkout, | + | During checkout, users can choose to create a new account for the items in the cart. In this case, the system will assign account ownership for the new account to that user. |
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==Account and User Management== | ==Account and User Management== | ||
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<div class="docs-alert-warning"> | <div class="docs-alert-warning"> | ||
<span class="title">Disabling Users</span><br /> | <span class="title">Disabling Users</span><br /> | ||
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'''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other''' can disable user management for account owners and prevent them from inviting new users. | '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other''' can disable user management for account owners and prevent them from inviting new users. | ||
</div> | </div> | ||
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Accounts (and associated users) can manage users and their permissions from the '''User Management''' section of the Client Area. For more information, see [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users Adding and Managing Users]. | Accounts (and associated users) can manage users and their permissions from the '''User Management''' section of the Client Area. For more information, see [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users Adding and Managing Users]. | ||
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| + | [[File:UserManagementClient.png|300px]] | ||
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Admins can also manage them from the '''[[Clients:Users_Tab|Users]]''' tab in the client profile in the Admin Area. Account ownership can only be transferred between users through the Admin Area. | Admins can also manage them from the '''[[Clients:Users_Tab|Users]]''' tab in the client profile in the Admin Area. Account ownership can only be transferred between users through the Admin Area. | ||
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| + | [[File:UsersTab.png|550px]] | ||
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Users can also be removed via these two interfaces. | Users can also be removed via these two interfaces. | ||
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===Invitations=== | ===Invitations=== | ||
| − | To connect a user to multiple accounts, send an invitation from each account to that user or email address at any time. The invitee will receive an email and must click the included link and log in or create an account. | + | |
| − | + | [[File:UserManagementInvite.png|300px]] | |
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| + | To connect a user to multiple accounts, send an invitation from each account to that user or email address at any time. The invitee will receive an email and must click the included link and log in or create an account. | ||
| + | |||
<div class="docs-alert-warning"> | <div class="docs-alert-warning"> | ||
<span class="title">Note</span><br /> | <span class="title">Note</span><br /> | ||
Invitations expire after 7 days. | Invitations expire after 7 days. | ||
</div> | </div> | ||
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| + | [[File:UserInvitation.png|300px]] | ||
| + | |||
Accounts (and users controlling them) can send invitations from the '''User Management''' section of the Client Area. Admins can also send them from the '''Users''' tab in the client profile in the Admin Area. The invitations can go to new or existing users and accounts. | Accounts (and users controlling them) can send invitations from the '''User Management''' section of the Client Area. Admins can also send them from the '''Users''' tab in the client profile in the Admin Area. The invitations can go to new or existing users and accounts. | ||
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For steps to send invitations, see [[Clients:Users_Tab|Users]] and [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users Adding and Managing Users]. | For steps to send invitations, see [[Clients:Users_Tab|Users]] and [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users Adding and Managing Users]. | ||
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==Upgrading to WHMCS 8.0== | ==Upgrading to WHMCS 8.0== | ||
| − | On upgrade to WHMCS 8.0, contacts will remain associated with each account. | + | On upgrade to WHMCS 8.0, contacts will remain associated with each account. |
| − | + | ||
| − | Sub-Accounts will become user accounts that can access their associated account. The primary client account will also become a user who is the account owner. | + | Sub-Accounts will become user accounts that can access their associated account. The primary client account will also become a user who is the account owner. |
| − | + | ||
The upgrade will '''not''' automatically combine or associate any users or accounts beyond what's discussed in this document. Use invitations, as described above, to associate users with accounts. | The upgrade will '''not''' automatically combine or associate any users or accounts beyond what's discussed in this document. Use invitations, as described above, to associate users with accounts. | ||
Revision as of 00:19, 19 September 2020
WHMCS 8.0 and later introduced a new user management system. It allows a single user access to multiple client accounts. It clearly separates authentication and authorization from services, billing, and support. It's also a simple, powerful, flexible way for customers to manage their accounts and grant access to it to other users.
Admins can view information about individual accounts and their associated users. For more information, see Client Management and Users.
Contents
Accounts and Users
What Is An Account?
Accounts (formerly "clients") own products and services. They represent a billable party, like a business.
What Is A User?
Users have with one or more associated accounts that they can access and manage. Whenever a new account is created, a new user is created based on the account profile and becomes the account owner (see below). Separate controls manage users' access to each account.
For example, each of a web designer's customers could represent a distinct account. The web designer could log in and access each of these accounts using a single set of credentials. However, the accounts themselves would not be connected.
In the upgrade to WHMCS 8.0, items like passwords, security questions, and two-factor authentication moved from client accounts to the associated users (account owners). Additionally, sub-accounts are automatically converted to users during the WHMCS 8.0 upgrade process.
What Is An Account Owner?
Each account is associated with a single account owner. Account owners have all of the possible permissions that a user can possess. They are also the only user who can send invitations from the account to other new or existing users.
During checkout, users can choose to create a new account for the items in the cart. In this case, the system will assign account ownership for the new account to that user.
Account and User Management
Disabling Users
Disable Client Area User Management in
Configuration () > System Settings > General Settings > Other can disable user management for account owners and prevent them from inviting new users.
Accounts (and associated users) can manage users and their permissions from the User Management section of the Client Area. For more information, see Adding and Managing Users.
Admins can also manage them from the Users tab in the client profile in the Admin Area. Account ownership can only be transferred between users through the Admin Area.
Users can also be removed via these two interfaces.
Invitations
To connect a user to multiple accounts, send an invitation from each account to that user or email address at any time. The invitee will receive an email and must click the included link and log in or create an account.
Note
Invitations expire after 7 days.
Accounts (and users controlling them) can send invitations from the User Management section of the Client Area. Admins can also send them from the Users tab in the client profile in the Admin Area. The invitations can go to new or existing users and accounts.
For steps to send invitations, see Users and Adding and Managing Users.
Upgrading to WHMCS 8.0
On upgrade to WHMCS 8.0, contacts will remain associated with each account.
Sub-Accounts will become user accounts that can access their associated account. The primary client account will also become a user who is the account owner.
The upgrade will not automatically combine or associate any users or accounts beyond what's discussed in this document. Use invitations, as described above, to associate users with accounts.