Reseller License Manager

From WHMCS Documentation

Revision as of 20:52, 5 August 2020 by SarahK (talk | contribs)

- Addon Name: Reseller License Manager
- Latest Version: 3.1
- Release Date: 10th August 2018
- Compatible With: WHMCS 7.0 and later

The WHMCS Reseller License Manager is an add-on designed for members of the WHMCS Reseller Program.

The add-on integrates with WHMCS to provide a drop-in solution for managing, issuing and assigning licenses to customers.

Functionality includes:

  • Ability to view all license keys within your account
  • Ability to associate license keys with customers products & services
  • Automated license key issueing and assignment to new customer signups
  • License key management including reissues, upgrades, reserving and cancellation
  • Ability to provision new licenses
  • Client limit status visibility and automated email notifications/upgrades

Download

To download the add-on, visit the Reseller Portal located within our Members Area at the url below.

https://www.whmcs.com/members/resellerportal.php

Installation

To install the add-on, follow the steps below.

  1. Download the latest add-on files from https://www.whmcs.com/members/resellerportal.php
  2. Unzip the zip file download to a directory on your computer
  3. Upload the files to the ~/modules/addons/whmcslicenses/ directory within your WHMCS installation
  4. Login to the admin area and navigate to Configuration () > System Settings > Addon Modules or, prior to WHMCS 8.0, Setup > Addon Modules.
  5. Locate WHMCS License Manager in the list of Addon Modules and hit the Activate button
  6. Enter your registered Email Address and API Key for the Reseller API
    If you do not have a Reseller API Key yet, visit https://www.whmcs.com/members/resellerportal.php to generate one
  7. Ensure your administrator role group is granted permission to access the add-on and hit Save.

Now visit Addons > WHMCS License Manager to verify the installation was successful.

Upgrading

To upgrade the add-on to a new version, follow the steps below.

  1. Download the latest add-on files from https://www.whmcs.com/members/resellerportal.php
  2. Unzip the zip file download to a directory on your computer
  3. Upload the files to the ~/modules/addons/whmcslicenses/ directory within your WHMCS installation, overwriting all existing files

Login to your WHMCS admin area and visit Addons > WHMCS License Manager to verify the update was successful.

Usage

Configuration

To complete the basic configuration and start reselling WHMCS licenses, follow these steps:

  1. Navigate to Addons > WHMCS License Manager
  2. Click Automation Setup
  3. Under the Product Bundles tab, select the licence type you wish to offer free of charge with each product
  4. Under the Optional Extra Add-ons tab, select the licence type you wish to offer as a product addon (you will need to create the addons first via Configuration () > System Settings > Product Addons or, prior to WHMCS 8.0, Setup > Products/Services > Product Addons.
  5. Click Save Changes

Settings

Automatically Provision License Keys

Enable this option to automatically provision new licence keys when the number of keys in the pool of unassigned licences drops below 3.

The licenses will be provisioned when the daily automation tasks are performed by the cron. However if all licenses should be assigned before new licenses can be provisioned, one new licence will automatically be provisioned and assigned for that order.

Automatic Provision Quantity

The number of licenses which will be provisioned when the above option is enabled and you drop below 3 unassigned licenses.

Notify Clients Approaching Limit

Enable this option to send clients an automated email notification when they reach the approaching client limit warning level.

Approaching Limit Email

Select the email template to be sent when the above option is enabled. Default: WHMCS License Client Limit Imminent. The email template can be edited via Configuration () > System Settings > Email Templates or, prior to WHMCS 8.0, Setup > Email Templates.

Notify Clients At Limit

Enable this option to send clients an automated email notification when they reach the client limit.

At Limit Email

Select the email template to be sent when the above option is enabled. Default: WHMCS License Client Limit Reached. The email template can be edited via Setup > Email Templates

Automatically Upgrade Licenses

Tick this option to enable automatic upgrades when a client gets to within 5 clients of their licenses client limit. If the client limit is exceeded, administrators will be unable to manage the clients above the client limit until the license is manually upgraded.

Upgrade Add-on: Professional License

Select the product addon to be used for billing purposes if you have configured the WHMCS license as an Optional Extra Add-ons on the Automation Setup page. The client's addon will be switched to this if the licence is automatically upgraded to the Professional tier.

Upgrade Add-on: Business License

Select the product addon to be used for billing purposes if you have configured the WHMCS license as an Optional Extra Add-ons on the Automation Setup page. The client's addon will be switched to this if the licence is automatically upgraded to the Business tier.