Revision as of 20:22, 4 August 2020

The Profile tab is accessed via the Clients > View/Search Clients page, select a client, then click the tab marked "Profile". It contains fields for changing the client's contact details (name, address, email address etc.) as well as a number of other options affecting the behaviour of their account in WHMCS.

Core Options

Name, Address, Email Address

A number of fields on this page should be self-explanatory, such as Name, Address, Email Address, Phone Number etc.... They display the client's current details. The values can be changed, and upon clicking Save Changes their record will be updated.

Password

Clicking this link will instantly generate a new client area password for the client and email it to them.

Clients can also request a password reset themselves by clicking the the Forgotten Password link on the login form to begin the reset process:

• After entering their email address, if a security question answer is specified they will be prompted to provide the answer, then an email is sent containing a confirmation link to ensure they are actually the one who requested the reset. The reset link is valid for 2 hours from the time of request
  • If no security question answer is set, the email will be sent immediately upon entering a valid email address.
• When they click the link in the email, clients will be taken to the password reset validation page where a new password can be specified. They can then login immediately using the new password. If the client didn't request the reset they are advised to simply ignore the email and not click the link.

Billing Preferences

There are a number of billing related settings that can be set on a per client basis. These are set from the Client Profile tab also. The options consist of the following:

Late Fees

Ticking this box will prevent any late fees being applied to invoices that become overdue for this client

Overdue Notices

There are situations where you may want to disable overdue email notices for certain clients. You can do this in WHMCS from the client profile tab by ticking the "Don't Send Overdue Emails" checkbox. The Invoice Payment Reminder prior to the due date will still send, but this will suppress the First, Second & Third Overdue Invoice Notice email messages.

Tax Exempt

Ticking this box will stop any tax rules from being applied to invoices generated for this client

Separate Invoices

Enabling this option will mean that items due on the same date and via the same payment method will not be automatically grouped together into a single invoice as would normally happen. You might use this for example with resellers where they won't always want to renew every product they have.

Disable CC Processing

Enabling this option will prevent invoices for this client due via a merchant gateway from being automatically attempted for capture - leaving the client to login and make payment manually for all invoices even with a credit card stored on file

Payment Method

This option can be used to perform a client wide update to all products/services, addons, domains & unpaid invoices of the default payment method that they are set to both now and in the future.

Billing Contact

A billing contact is used where the name/address an invoice should be sent to differs from the main account and/or the name/address of the card holder that will be paying the invoice is different (if using a merchant gateway). A billing contact is first created via the Contacts tab, then it can be selected from this dropdown menu.

Client Currency

A client's currency is fixed when they place their first order, all subsequent orders will use that same currency. As a result clients will not see the currency selector on their order form.

Once a client has placed an order - and therefore generated invoices, services and transactions - we recommend against changing their currency in the admin area. The currency dropdown on the client's Profile tab will change the currency symbol, it will not automatically convert any prices, invoices or transactions into the appropriate amount in the new currency.

Client Group

If client groups have been configured on the Setup > Client Groups page, this dropdown menu can be used to assign this client to a group or change/remove their group assignment.

Changing a Clients Status

Rather than deleting a user you would normally just change the users status for record keeping purposes. To do this, go to the Profile tab of the client you wish to change and then select the status you want in the dropdown box. Then click the Save Changes button to save the new status.

• Active - Can login and has active or suspended services
• Inactive - Can login but has no active services currently, removed from client dropdown menus
• Closed - No active services and cannot login to the client area, removed from client dropdown menus

Please note: The clients status does not stop invoicing if their packages status is still active, suspended or pending.

Status Update

Any client account with no products, addons or domains active will have their account automatically set to Inactive by the cron job. This does not stop the user logging in, opening a ticket or paying any due invoices.

This can be further extended to include clients who have not logged in to the client area for three months, or it can be switched off entirely via Configuration () > System Settings > Automation Settings or, prior to WHMCS 8.0, Setup > Automation Settings.

An active product or addon is defined as being in Active or Suspended state. An active domain is Active or Pending-Transfer.

Should the client purchase a product domain or addon, then on the next cron run, their status would automatically be set to Active again. The Status Update checkbox can be ticked to prevent the client's status from being changed automatically and remain at the current value.

Misc. Options

Marketing Emails Opt-out

When ticked this means clients will not receive emails sent via the mass mail or email marketer tools. Clients can change the status of this field themselves via the My Details page of the client area (if enabled in general settings).

Two-Factor Authentication

If a client has configured two factor authentication for their account then the greyed-out checkbox on the Profile tab will become ticked. Thus indicating whether two factor is configured for that client's account. Should the client claim to have forgotten/lost their two factor device - then after verifying their identify - a member of staff can untick this checkbox, thereby allowing the client to login without completing two factor auth.

Allow Single Sign-On

When ticked, this client will be able to authentication into WHMCS from an external resource perform Single Sign On into WHMCS. For example ticking this option will prevent a client from logging into WHMCS using the cPanel OpenID integration.

Email Notifications

The Other tab allows you to configure additional WHMCS settings.

You can access this tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.

Marketing Emails

This setting controls the opt-in/opt-out functionality for Marketing e-mails, such as those sent by the mass mail tool. When enabled, a Newsletter Opt-In option displays to new customers during checkout or registration. This option is enabled by default.

Require User Opt-In

Enable this to require clients to explicit opt-in before they will receive marketing labelled e-mails. By default, users are required to opt-in to marketing emails. If you wish, you can use this setting to default the opt-in box to a checked status, requiring users instead to opt-out of marketing emails.

Marketing Email Opt-In Messaging

The message that will be displayed to clients on the client area if Marketing Emails is enabled and they are being asked to opt in. Allows you to customise the message displayed to users in the opt-in request. It is important that the opt-in message accurately reflects the type of marketing emails you will be sending for compliance reasons.

Admin Client Display Format

Choose the format that your customer's names appear in throughout the admin. For example it may be desirable to display the company name instead of the contact's name.

Client Dropdown Format

Choose the format that your customer’s names appear in the client menu throughout the admin.

Disable Full Client Dropdown

Check this option to remove the client menu in order to speed up page loading.

Default to Client Area

Normally when clients and visitors visit your WHMCS installation they are presented with the homepage listing the various pages; client area, submit ticket, view tickets, place order etc. Ticking this option skips this page and takes visitors directly to the client area prompting them to login.

Disable Client Area User Management

Check this option to prevent account owners from adding and managing other users. Admins can still invite and manage users at Clients > Manage Users and in the Users tab in the client's profile.

This setting does not prevent existing users from logging in to their associated accounts.

Allow Client Registration

If you enable this, customers can sign up at /registration.php without ordering a product or service.

Client Email Preferences

This setting allows clients to customize which emails they receive.

• If you enable this, clients will see checkboxes on the Client Area profile page to choose which emails they receive. This setting defaults to enabled.
• If you disable this option, clients cannot change which emails they receive.

This setting will not change the opt-in and opt-out email notification preferences of clients. Regardless of their settings, clients will continue to receive any Email Verification and Password Reset emails.

By default, clients and users are configured to receive all email notification types. The groups of email notifications match the groups at Configuration () > System Settings > Email Templates or, prior to WHMCS 8.0, Setup > Email Templates.

Optional Client Profile Fields

The checkboxes ticked here will be optional on the registration and order forms. For example ticking the Phone Number field will mean clients can complete the order process without providing a phone number. Certain modules, particularly domain registrars, may require all the client profile information to function.

Locked Client/User Profile Fields

If you check this, clients and users will not be able to update this part of their contact information via the Client Area. They will need to contact you to update it.

They will be able to view the information, but it will appear as text and not as an input field.

Client Details Change Notify

Enabling this option will send an email notification to all admins when a customer changes their contact details.

Marketing Opt-out

When this option is enabled, clients will see an option to opt-out of marketing emails on the Account Details page of the client area.

When using Mass Mail or creating an email marketer rule you will see a Marketing Email? checkbox. Check this checkbox so users who have opted out do not receive this message.

Show Cancellation Link

Enabling will activate the cancellation system. Customers can request cancellation from the product details page, they then appear in Clients > Cancellation Requests along with an email notification and will be processed automatically when the cron runs. For more information, see Cancellation Requests and Products Management.

Monthly Affiliate Reports

Sends a monthly report email containing the status of the customer’s affiliate account when active.

Banned Subdomain Prefixes

This setting is used to prevent orders being placed using any of the subdomains listed within the field for products with the free subdomain option enabled. Add new subdomains to block in a comma separated list.

For example, the default values will block users from placing orders using a subdomain like ftp.example.com.

Encoded File Loading

When loading custom PHP assets like hooks or widgets, WHMCS will perform static analysis on ionCube-encoded files. If the encoded file is either unknown or incompatible with the environment, the file will not load normally. You can disable this feature if you have custom files that you are certain are compatible with your environment but that the analysis considers incompatible.

When you enable this, any files that do not load will appear in either the activity log or the hook log.

You can override this in the configuration.php file by defining the $enable_safe_include variable with a value of either true (enabled) or false (disabled).

Event Handling

Events are actions that the system executes in order to complete a provisioning-related request. For example, provisioning a hosting product with WordPress® results in an event that installs WordPress on the server.

Many events can relate to the fulfillment of a single order or automation routine. The Event Handling setting controls and optimizes how and when WHMCS prepares and executes these events.

You can choose from the following options:

• Concurrent (Launch an asynchronous request.) — Run events as asynchronous requests, concurrent with the process that caused them.
  • The setting defaults to this option and most admins should select this.
  • When you select this, WHMCS will present the optimal user experience with the lowest wait times for the client.
• Inline (Handle events within the same request.) — Run all events within the same request as the process that caused them. Use this option for WHMCS installations that use uncommon or constrained CGI environments in which concurrency is not possible.
  • Prior to WHMCS 8.3, which introduced the Event Handling setting, WHMCS used this mode of event preparation and execution.
  • When you select Inline (Handle events within the same request.), clients will still have a positive experience but it may not be as fast as Concurrent (Launch an asynchronous request.).
• Cron (Defer events until the next cron run.) — Defer events to the next time that the cron runs. For more information, see Crons.
  • We only recommend this option for specialized environments with unique runtime constraints or highly-customized provisioning and procurement systems.
  • When you select this option, clients will have a quick experience but it may delay changes to remote systems.

Display Errors

If you encounter a blank page or Oops! error page in WHMCS, make certain that display_errors is enabled in the server's PHP configuration and then enable this setting.

Use the displayed error when you troubleshoot the problem.

For more information, see Troubleshooting Guide and Error Management.

Log Errors

When you enable it, this option logs PHP errors to Configuration () > System Logs (Utilities > Logs > Activity Log in WHMCS 7.x and earlier) with any errors that may occur in your WHMCS installation. This is a good feature if you do not want to show sensitive path information on public-facing pages.

For technical information, refer to Error Management.

Enabling this option will result in a number of activity log entries, so should be used sparingly and only when debugging PHP errors. It should then be promptly switched off.

SQL Debug Mode

This option should remain unticked unless specifically instructed to change it by WHMCS support staff. When you enable it, any database-related errors will be recorded in Configuration () > System Logs (Utilities > Logs > Activity Log in WHMCS 7.x and earlier).

For technical information, refer to Error Management.

Hooks Debug Mode

In order to troubleshoot problems with action hooks, it may be necessary to log action hook activity. Checking this option will do this to Configuration () > System Logs (Utilities > Logs > Activity Log in WHMCS 7.x and earlier).

Enabling this option will result in a large number of activity log entries, so should be used sparingly and only when debugging hook problems. It should then be promptly switched off.

Custom Client Fields

If any custom client fields have been configured, they will appear towards the bottom of the client's Profile tab. This allows staff to see the values clients have entered or change them directly.

Admin Notes

Here staff can enter private notes about the client to be displayed to whoever views this Summary tab. Separate notes sections are available available under the Products/Services , Domains and Notes tab.