Difference between revisions of "CodeGuard via WHMCS MarketConnect"

From WHMCS Documentation

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==Supported Actions==
 
==Supported Actions==
  
* Automated Provisioning of CodeGuard services
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* Automated Provisioning of CodeGuard Services
 
* Single Sign-On into CodeGuard Dashboard from Client and Admin Areas
 
* Single Sign-On into CodeGuard Dashboard from Client and Admin Areas
* Upsells/Promotions within the client area
+
* Upsells and Promotions within the Client Area
 
* Automated Cancellation
 
* Automated Cancellation
  
 
==Setup and Configuration==
 
==Setup and Configuration==
  
To activate and begin reselling CodeGuard via WHMCS MarketConnect, simply navigate to '''Setup''' > '''MarketConnect''' within your WHMCS admin area and click the '''Activate''' button under the CodeGuard product offering.
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To activate and begin reselling CodeGuard via WHMCS MarketConnect, go to '''[[MarketConnect|Setup > MarketConnect]]''' within your WHMCS admin area and click the '''Activate''' button under CodeGuard.
  
 
==CodeGuard Automation==
 
==CodeGuard Automation==
  
When ordering CodeGuard as an add-on to a Hosting or Reseller Account, WHMCS and MarketConnect fully automates the CodeGuard provisioning process.  This includes automated provisioning of SFTP/FTP access credentials where possible.
+
When ordering CodeGuard as an addon to a Hosting or Reseller Account, WHMCS and MarketConnect fully automate the CodeGuard provisioning process.  This includes automated provisioning of SFTP/FTP access credentials where possible.
  
 
===SFTP/FTP Access===
 
===SFTP/FTP Access===
  
The CodeGuard service utilises SFTP access to automatically backup your website.
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The CodeGuard service uses SFTP access to automatically back up your website.
  
For all CodeGuard plans, a dedicated SFTP account will be provisioned for cPanel hosting accounts and supplied to CodeGuard automatically. If the SFTP account creation fails, or when tested, is unavailable, or when using DirectAdmin hosting accounts, a dedicated FTP account is created and supplied. For Plesk servers the primary account login details are used.
+
For all CodeGuard plans, the system provisions dedicated SFTP accounts for cPanel hosting accounts and supplies them to CodeGuard automatically. If the SFTP account creation fails, or, when tested, is unavailable, or when using DirectAdmin hosting accounts, the system creates and supplies a dedicated FTP account. For Plesk servers, the system uses the primary account login details.
  
If SFTP/FTP access is unable to be automatically provisioned successfully, the welcome email sent to the customer contains instructions for the user detailing how to create their website backup manually within their CodeGuard account.
+
If the system can't provision SFTP or FTP access successfully, the welcome email for the customer contains instructions for the user detailing how to create their website backup manually within their CodeGuard account.
  
 
==Admin Management Actions==
 
==Admin Management Actions==
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For any CodeGuard order, an Admin user is able to perform the following actions from the service management page:
 
For any CodeGuard order, an Admin user is able to perform the following actions from the service management page:
  
* '''Login to CodeGuard Control Panel''' - Clicking this button will perform single sign-on into the CodeGuard dashboard for the given website.
+
* '''Login to CodeGuard Control Panel''' Clicking this button will perform single sign-on into the CodeGuard dashboard for the given website.
  
Single Sign-On to the CodeGuard dashboard can also be accessed via the MarketConnect management page in '''Setup''' > '''MarketConnect''' > '''CodeGuard''' > '''Manage'''
+
You can also access Single Sign-On to the CodeGuard dashboard via the MarketConnect management page in '''[[MarketConnect|Setup > MarketConnect > CodeGuard > Manage]]'''.
  
 
==Client Management Actions==
 
==Client Management Actions==
  
When logged into the Client Area, if a customer has an active CodeGuard service, they will be provided with a link to access and manage their backups that will perform Single Sign-On and take them directly to the CodeGuard Control Panel.
+
When logged in to the Client Area, if a customer has an active CodeGuard service, they will receive a link to access and manage their backups that will perform Single Sign-On and take them directly to the CodeGuard Control Panel.
  
 
==Client Area Promotions==
 
==Client Area Promotions==
  
 
MarketConnect supports showing CodeGuard promotions in the client area homepage, sidebar, shopping cart and when managing a web hosting product that does not have a CodeGuard service attached to it.
 
MarketConnect supports showing CodeGuard promotions in the client area homepage, sidebar, shopping cart and when managing a web hosting product that does not have a CodeGuard service attached to it.

Revision as of 20:56, 9 June 2020

WHMCS MarketConnect allows you to resell CodeGuard Cloud Website Backup.

Supported Actions

  • Automated Provisioning of CodeGuard Services
  • Single Sign-On into CodeGuard Dashboard from Client and Admin Areas
  • Upsells and Promotions within the Client Area
  • Automated Cancellation

Setup and Configuration

To activate and begin reselling CodeGuard via WHMCS MarketConnect, go to Setup > MarketConnect within your WHMCS admin area and click the Activate button under CodeGuard.

CodeGuard Automation

When ordering CodeGuard as an addon to a Hosting or Reseller Account, WHMCS and MarketConnect fully automate the CodeGuard provisioning process. This includes automated provisioning of SFTP/FTP access credentials where possible.

SFTP/FTP Access

The CodeGuard service uses SFTP access to automatically back up your website.

For all CodeGuard plans, the system provisions dedicated SFTP accounts for cPanel hosting accounts and supplies them to CodeGuard automatically. If the SFTP account creation fails, or, when tested, is unavailable, or when using DirectAdmin hosting accounts, the system creates and supplies a dedicated FTP account. For Plesk servers, the system uses the primary account login details.

If the system can't provision SFTP or FTP access successfully, the welcome email for the customer contains instructions for the user detailing how to create their website backup manually within their CodeGuard account.

Admin Management Actions

For any CodeGuard order, an Admin user is able to perform the following actions from the service management page:

  • Login to CodeGuard Control Panel — Clicking this button will perform single sign-on into the CodeGuard dashboard for the given website.

You can also access Single Sign-On to the CodeGuard dashboard via the MarketConnect management page in Setup > MarketConnect > CodeGuard > Manage.

Client Management Actions

When logged in to the Client Area, if a customer has an active CodeGuard service, they will receive a link to access and manage their backups that will perform Single Sign-On and take them directly to the CodeGuard Control Panel.

Client Area Promotions

MarketConnect supports showing CodeGuard promotions in the client area homepage, sidebar, shopping cart and when managing a web hosting product that does not have a CodeGuard service attached to it.