My Account

From WHMCS Documentation

Revision as of 19:39, 10 January 2022 by SarahK (talk | contribs)

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 admin to quickly access and change their account and security settings.

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. For more information, see My Notes.

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

Enable for Staff

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.