CodeGuard via WHMCS MarketConnect

From WHMCS Documentation

Revision as of 16:51, 4 August 2020 by SarahK (talk | contribs) (Admin Management Actions)

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 Configuration () > System Settings > MarketConnect or, prior to WHMCS 8.0, Setup > MarketConnect within your WHMCS admin area. 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 Configuration () > System Settings > MarketConnect > CodeGuard > Manage or, prior to WHMCS 8.0, 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.