Difference between revisions of "My Account"
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| − | 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. | + | The '''My Account''' page is accessible via every page of the admin area at '''Account > My Account''' or, prior to WHMCS 8.0, 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. |
==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 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. | + | 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== | ||
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==My Notes== | ==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. | + | Private notes, visible only to you and Full Administrators. You can also access these via '''Account > My Account''' or, prior to WHMCS 8.0, the '''My Notes''' link in the top left corner of every page and in the '''My Notes''' admin dashboard widget. |
==Template== | ==Template== | ||
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==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 | + | If [[Security_Modules|Two Factor Authentication]] is enabled, members of staff can activate it for their account at '''Account > My Account''' or, prior to WHMCS 8.0, by clicking '''My Account''' 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. | 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. | ||
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==Confirm Password== | ==Confirm Password== | ||
| − | To make any changes on the My Accounts page, you must enter the current password into this final field. | + | To make any changes on the '''My Accounts''' page, you must enter the current password into this final field. |
Revision as of 15:39, 6 August 2020
The My Account page is accessible via every page of the admin area at Account > My Account or, prior to WHMCS 8.0, 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 Account > My Account or, prior to WHMCS 8.0, 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 at Account > My Account or, prior to WHMCS 8.0, by clicking My Account 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.