Difference between revisions of "My Account"
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==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 support ticket notifications | + | 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. | |
==Support Ticket Signature== | ==Support Ticket Signature== | ||
| − | The text | + | 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. You can also access these via the ''My Notes'' link in the top left corner of every page and in the ''My Notes'' admin dashboard widget. |
==Template== | ==Template== | ||
| − | Change the template | + | Change the template that the system uses to display the admin area. This does not affect other members of staff.<br/> |
| − | For information on customising | + | For information on customising, see [[Admin Area Template Files]]. |
==Language== | ==Language== | ||
| − | Change the language in | + | Change the language that WHMCS displays in the admin area. This does not affect other members of staff.<br/> |
For information on translations refer to [Admin Area#Multi-Language]. | For information on translations refer to [Admin Area#Multi-Language]. | ||
==Activating Two Factor Authentication== | ==Activating Two Factor Authentication== | ||
[[File:2factor3.png|thumb|Enable for Staff]] | [[File:2factor3.png|thumb|Enable for Staff]] | ||
| − | If [[Security_Modules|Two Factor Authentication]] is enabled members of staff can activate it for their account by clicking the '''My Account''' link in the top-left corner of any admin page. | + | If [[Security_Modules|Two Factor Authentication]] is enabled, members of staff can activate it for their account by clicking the '''My Account''' link in the top-left corner of any admin page. |
| − | Staff simply click the '''Click here to enable''' button and follow the on-screen instructions. | + | Staff simply click the '''Click here to enable''' button and follow the on-screen instructions. If a member of staff decides to disable two-factor authentication at a later date, they can simply click the '''Click here to disable''' button which will appear in the same location. |
==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. | |
==Confirm Password== | ==Confirm Password== | ||
| − | To make any changes on the My Accounts page the current password | + | To make any changes on the My Accounts page, you must enter the current password into this final field. |
Revision as of 19:42, 1 May 2020
The My Account page is accessible via every page of the admin area in the top-left corner of the page. It allows the currently logged in administrator user to quickly access and change their account and security settings.
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. You can also access these via the My Notes link in the top left corner of every page and in the My Notes admin dashboard widget.
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.
For information on translations refer to [Admin Area#Multi-Language].
Activating Two Factor Authentication
If Two Factor Authentication is enabled, members of staff can activate it for their account by clicking the My Account link in the top-left corner of any admin page.
Staff simply click the Click here to enable button and follow the on-screen instructions. If a member of staff decides to disable two-factor authentication at a later date, they can simply click the Click here to disable button which will appear in the same location.
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.