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| − | WHMCS offers several interfaces to grant you control over access to the WHMCS Admin Area. You can create new staff members on the '''Administrator Users''' page, set their permissions on the '''Administrator Roles''' page, and enhance login security by configuring '''Two Factor Authentication'''. | + | WHMCS allows you to create admins who can access and use the Admin Area. These users are separate from the clients that access the Client Area. You can create individual accounts for each admin and use detailed controls to set what they're able to view and do for each area of functionality. |
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| − | ==Managing Admins== | + | ==Administrator Users== |
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| − | To set up additional admins, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Administrator Users'''. From here, you can view and edit existing operators as well as adding new ones. When editing an operator you can change all the details of the operator, including resetting their password. It also allows you to see any notes they have made for themselves.
| + | You can create and manage admins, including assigning administrator roles and support departments, at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Administrator Users'''. |
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| − | Admin usernames should use the following format:
| + | For more information, see [[Administrator Users]]. |
| − | * Begin with a letter [<tt>A–Z</tt>, <tt>a–z</tt>]
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| − | * Alphanumeric characters only.
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| − | * No blank spaces.
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| − | ===Assigning to Support Departments===
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| − | To assign an admin to a support department, perform the following steps:
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| − | #Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Manage Admins > Administrator Users'''.
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| − | #Click the edit icon next to the administrator you would like to assign to a department.
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| − | #About halfway down the page, you will see a list of all the support departments in the system. Check the boxes next to the ones you want this admin account to be a member of.
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| − | #Click '''Save Changes'''.
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| − | After you assign an admin account to a department, the user will be able to view and respond to tickets in that department.
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| − | <div class="docs-alert-info">
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| − | Please note that if the admin is assigned to a role that has "Access All Tickets Directly" enabled, they will be able to access tickets that are not in their assigned department(s) if they have a direct link.
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| − | </div>
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| − | ===Assign an Admin to a Role===
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| − | To assign an admin to a role:
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| − | #Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Administrator Users'''.
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| − | #Click the edit icon next to the admin you want to change.
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| − | #In the '''Role Group''' menu, choose the role you want to assign the admin to.
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| − | #Click save. The change will take effect immediately.
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| | ==Managing Administrator Roles== | | ==Managing Administrator Roles== |
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| − | The administrator roles allow you to fine tune exactly what each of your admin users can do within your WHMCS administration area. You can set up as many different role groups as you want and then assign your admins to them as you need to. WHMCS comes with three default roles: Full, Sales, and Support Only. | + | The administrator roles allow you to fine tune exactly what each of your admin users can do within your WHMCS administration area. You can set up administrator roles under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Administrator Roles'''. |
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| − | ===Role Permissions===
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| − | One of the most important features of the admin area is being able to control what particular admins are able to access and manage. For example, you may want to give support operators less access to make changes than the business owner. WHMCS uses administrator roles to implement this.
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| − | You can set up administrator roles under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Administrator Roles]]'''.
| + | For more information, see [[Administrator Roles]]. |
WHMCS allows you to create admins who can access and use the Admin Area. These users are separate from the clients that access the Client Area. You can create individual accounts for each admin and use detailed controls to set what they're able to view and do for each area of functionality.
You can create and manage admins, including assigning administrator roles and support departments, at Configuration () > System Settings > Administrator Users.
The administrator roles allow you to fine tune exactly what each of your admin users can do within your WHMCS administration area. You can set up administrator roles under Configuration () > System Settings > Administrator Roles.