Admin Area - Revision history

SarahK: /* Admin Directory URL */

2023-02-08T19:26:42Z

‎Admin Directory URL

SarahK: /* Languages */

2023-02-08T19:25:52Z

‎Languages

SarahK: /* Top Navigation */

2022-06-17T20:08:32Z

‎Top Navigation

SarahK at 17:04, 18 April 2022

2022-04-18T17:04:25Z

SarahK: /* Dashboard */

2022-04-14T19:03:18Z

‎Dashboard

SarahK at 19:02, 14 April 2022

2022-04-14T19:02:04Z

SarahK at 18:59, 14 April 2022

2022-04-14T18:59:14Z

SarahK at 22:16, 11 March 2022

2022-03-11T22:16:51Z

SarahK at 18:45, 25 January 2022

2022-01-25T18:45:25Z

SarahK: /* Dashboard */

2020-09-08T20:16:32Z

‎Dashboard

@@ Line 110: / Line 110: @@
 == Admin Directory URL ==
-We recommend customizing the Admin Area's URL by renaming the default <tt>admin</tt> directory's name. This makes it harder for bots and other malicious users to access the login page.
+We recommend customizing the Admin Area's URL by renaming the default <tt>admin</tt> directory's name and updating it in the <tt>configuration.php</tt> file. This makes it harder for bots and other malicious users to access the login page.
 * The admin directory name can only contain alphanumeric characters (a-z and 0-9), numerals (0-9), hyphens (-), and underscores (_).

← Older revision		Revision as of 19:25, 8 February 2023
Line 107:		Line 107:
	We rely on the contributions of our users for language translations. If you notice any discrepancies or phrasings that you want to improve, we welcome you to submit your suggestions for change to our support team. We thank you for your help to ensure our users have the best experience possible, whatever their language.		We rely on the contributions of our users for language translations. If you notice any discrepancies or phrasings that you want to improve, we welcome you to submit your suggestions for change to our support team. We thank you for your help to ensure our users have the best experience possible, whatever their language.
	</div>		</div>
		+
		+	== Admin Directory URL ==
		+
		+	We recommend customizing the Admin Area's URL by renaming the default <tt>admin</tt> directory's name. This makes it harder for bots and other malicious users to access the login page.
		+
		+	* The admin directory name can only contain alphanumeric characters (a-z and 0-9), numerals (0-9), hyphens (-), and underscores (_).
		+	* You '''cannot''' move the admin directory outside of the WHMCS installation's root directory.
		+
		+	For steps to rename the <tt>admin</tt> directory and troubleshoot issues, see [https://help.whmcs.com/m/installation/l/1650304-renaming-the-whmcs-admin-directory Renaming the WHMCS Admin Directory] and [https://help.whmcs.com/m/troubleshooting/l/1650308-troubleshooting-admin-directory-errors Troubleshooting Admin Directory Errors].

@@ Line 27: / Line 27: @@
 ==Top Navigation==
 The top navigation bar allows access to all of WHMCS's features through a series of menus:
@@ Line 41: / Line 39: @@
 * '''<i class="fa fa-user-circle" aria-hidden="true"></i>''' — Click to access your admin account information and notes, visit the Client Area, or log out.
 * '''<i class="fa fa-question-circle" aria-hidden="true"></i>''' — Click to access WHMCS documentation, technical support, forums, new version highlights, and license information for your WHMCS installation.
-−
 ==Sidebar Navigation==

@@ Line 46: / Line 46: @@
 The sidebar navigation menu displays links and information that relate to the current interface.
-For example, when you go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Manage Admins''', the sidebar menu displays links to all of the other system setting-related pages. If you navigate to the list of orders at '''Orders > List All Orders''', the sidebar menu will include items from the '''Orders''' menu instead.
+For example, when you go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[Administrator Users|Manage Admins]]''' or, prior to WHMCS 8.0, '''Setup > Staff Management > Administrator Users''', the sidebar menu displays links to all of the other system setting-related pages. If you navigate to the list of orders at '''Orders > [[Order Management|List All Orders]]''', the sidebar menu will include items from the '''Orders''' menu instead.
 ==Search==
@@ Line 100: / Line 100: @@
 The WHMCS admin area has full multi-language support.
-Each administrator user can set their own language preference via the '''My Account''' page, which you can access at '''Account (<i class="fa fa-user-circle" aria-hidden="true"></i>) > My Account''' or, prior to WHMCS 8.0, directly from the top navigation bar.
+Each administrator user can set their own language preference via the '''My Account''' page, which you can access at '''Account (<i class="fa fa-user-circle" aria-hidden="true"></i>) > [[My Account]]''' or, prior to WHMCS 8.0, directly from the top navigation bar.
 Language files for the admin area are in the <tt>/admin/lang/</tt> directory.
@@ Line 106: / Line 106: @@
 To customise the translations for a given language, create an overrides file. You can learn more about overrides and how to use them in our [https://developers.whmcs.com/languages/overrides/ Developer Documentation].
-<div class="docs-alert-warning">We rely on the contributions of our users for language translations. If you notice any discrepancies or phrasings that you want to improve, we welcome you to submit your suggestions for change to our support team. We thank you for your help to ensure our users have the best experience possible, whatever their language.</div>
+<div class="docs-alert-warning">

@@ Line 94: / Line 94: @@
 [[File:Dashboard.png|600px|thumb|center|The Admin Dashboard in WHMCS 8.0]]
-The [[Admin_Dashboard|admin homepage dashboard]] displays individual 'widgets'. Each staff member can arrange, maximise, or minimize these widgets and enable or disable them entirely for different administrator roles.
+The [[Admin Dashboard]] displays individual [[Widgets|widgets]]. Each admin can arrange, maximise, or minimize these widgets and enable or disable them entirely for different administrator roles.
 ==Languages==

@@ Line 13: / Line 13: @@
 #* If you have followed the [[Further Security Steps|recommended security steps]], you will need to use the custom name you have set up.
 # Enter your admin username and password.
-# Click '''Login'''.
+# Click '''Login'''. The [[Admin Dashboard]] will display.
 If you experience problems logging in, you can [[Resetting an Admin Password|request a password reset]]. If problems continue, your IP address may have been [[Removing an IP Address Ban|banned due to multiple failed login attempts]].

@@ Line 1: / Line 1: @@
 [[File:NewLookDashboard.png|300px|thumb|right|WHMCS 8.0 Admin Dashboard]]
-The Admin Area is the portal that administrator users access to work within WHMCS. The WHMCS admin area has over 125 interface pages, each often containing multiple sub-interfaces.
+The Admin Area is the portal that admins access when they work within WHMCS. The WHMCS admin area has over 125 interface or feature pages, each often containing multiple sub-interfaces.
 ==Logging In==

@@ Line 36: / Line 36: @@
 * '''<i class="fa fa-search" aria-hidden="true"></i>''' — Click to use the Intelligent Search (below).
 * '''<i class="fa fa-cogs" aria-hidden="true"></i>''' — Click to go to [[Automation Status]].
-* '''<i class="fa fa-wrench" aria-hidden="true"></i>''' — The '''Configuration''' menu. Click to access '''System Settings''', '''System Logs''', and many other items.
+* '''<i class="fa fa-wrench" aria-hidden="true"></i>''' — The '''Configuration''' menu. Click to access '''System Settings''', '''System Logs''', '''[[Apps_and_Integrations|Apps & Integrations]]''', and many other items.
 * '''<i class="fa fa-user-circle" aria-hidden="true"></i>''' — Click to access your admin account information and notes, visit the Client Area, or log out.
 * '''<i class="fa fa-question-circle" aria-hidden="true"></i>''' — Click to access WHMCS documentation, technical support, forums, new version highlights, and license information for your WHMCS installation.

@@ Line 1: / Line 1: @@
-The Admin Area is the portal that administrator users access to work within WHMCS.
+[[File:NewLookDashboard.png|300px|thumb|right|WHMCS 8.0 Admin Dashboard]]
-−
 ==Logging In==
-[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=M_Ak62s_L1k&list=PLfpgUwyOgC7C4wwPhB7jEqSp_esXB31Jb&index=3&t=0sJb&index=4&t=0s|Watch Video Tutorial]]
+To log in to the WHMCS admin area:
-−
-Before you log in, navigate to your installation's <tt>admin</tt> directory. For example, if you installed WHMCS at <tt>https://billing.example.com/</tt>, you would access <tt>https://billing.example.com/admin/</tt>. If you have followed the [[Further Security Steps]], you will need to use the custom name you have set up.
+# Go to your installation's <tt>admin</tt> directory.
+#* For example, if you installed WHMCS at <tt>https://billing.example.com/</tt>, you would access <tt>https://billing.example.com/admin/</tt>.
-To log in, enter your admin username and password. If you experience problems logging in, you can [[FAQs|request a password reset]]. If problems continue, your IP address may have been [[FAQs|banned due to multiple failed login attempts]].
+#* If you have followed the [[Further Security Steps|recommended security steps]], you will need to use the custom name you have set up.
+# Enter your admin username and password.
-==Admin UI Themes==
+# Click '''Login'''.
-−
-In WHMCS 8.0 and later, the Admin Area uses '''Blend'''. This theme features a responsive design and is compatible with laptops, tablets and mobile devices.
+If you experience problems logging in, you can [[Resetting an Admin Password|request a password reset]]. If problems continue, your IP address may have been [[Removing an IP Address Ban|banned due to multiple failed login attempts]].
-−
-WHMCS 8.0 updated the Blend theme with a new look and improvements to make using WHMCS easier and more efficient. Changes include slimmer page framing, compact navigation, better visibility for upgrades and automation statuses, and the addition of a shortcut menu for creating new items.
+== Default Theme ==
-−
-Prior to WHMCS 8.0, you could also use '''V4''', a web 2.0-styled theme that was the default until WHMCS 5.0.
+We updated the default Admin Area theme in WHMCS 8.0 and later to '''Blend''', and the sections below only describe the interface in WHMCS 8.0 and higher. In this update we:
+* Replaced the '''Setup''' menu with the '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>)''' menu.
 You can find other templates in the WHMCS Marketplace or customize and create your own. For more information, see [[Admin Area Template Files]].
 ==Top Navigation==
-The top navigation bar allows access to all of WHMCS's features through a series of menus.
+[[File:TopNavigation.png|200px|thumb|Navigation Bar in WHMCS 8.0]]
-−
-[[File:TopNavigation.png|700px|Navigation Bar in WHMCS 8.0]]
+The top navigation bar allows access to all of WHMCS's features through a series of menus:
-−
-In WHMCS 8.0 and later, it includes:
+[[File:ConfigurationMenu.png|200px|thumb|right|The Configuration Menu in WHMCS 8.0]]
-−
 * '''+''' — A menu of shortcuts to create new items.
 * Menus for each main area of WHMCS.
-* '''<i class="fa fa-search" aria-hidden="true"></i>''' — Click to use the [[#Search|intelligent search]].
+* '''<i class="fa fa-search" aria-hidden="true"></i>''' — Click to use the Intelligent Search (below).
 * '''<i class="fa fa-cogs" aria-hidden="true"></i>''' — Click to go to [[Automation Status]].
 * '''<i class="fa fa-wrench" aria-hidden="true"></i>''' — The '''Configuration''' menu. Click to access '''System Settings''', '''System Logs''', and many other items.
-* '''<i class="fa fa-user-circle" aria-hidden="true"></i>''' — Click to access your account information and notes, visit the Client Area, or log out.
+* '''<i class="fa fa-user-circle" aria-hidden="true"></i>''' — Click to access your admin account information and notes, visit the Client Area, or log out.
-* '''<i class="fa fa-question-circle" aria-hidden="true"></i>''' — Click to access WHMCS documentation, technical support, forums, and new version highlights, and to view license information for your WHMCS installation.
+* '''<i class="fa fa-question-circle" aria-hidden="true"></i>''' — Click to access WHMCS documentation, technical support, forums, new version highlights, and license information for your WHMCS installation.
 ==Sidebar Navigation==
-The sidebar navigation menu displays links and information in context with the page you're currently using.
+The sidebar navigation menu displays links and information that relate to the current interface.
 For example, when you go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > Manage Admins''', the sidebar menu displays links to all of the other system setting-related pages. If you navigate to the list of orders at '''Orders > List All Orders''', the sidebar menu will include items from the '''Orders''' menu instead.
@@ Line 53: / Line 56: @@
 '''Advanced Search''' is in the bottom left of the sidebar on every page. With advanced search, you can choose exactly what entity type and field you wish to perform a search for. Entering a search term here and submitting it will take you to the exact match or list of possible matches.
-'''[[Intelligent Search]]''' is at the top right of every page. To use it, enter a search term and press enter. The system fetches them dynamically and displays them instantly. Intelligent search makes a best guess attempt at what you are searching for and will display the most relevant matches it is able to find.
+'''Intelligent Search''' is at the top right of every page. To use it, enter a search term and press enter. Starting from when you enter three or more characters, the system searches as you type. Intelligent search makes a best guess attempt at what you are searching for and will display the most relevant matches it is able to find.
 ==Dashboard==
@@ Line 59: / Line 92: @@
 [[File:Dashboard.png|600px|thumb|center|The Admin Dashboard in WHMCS 8.0]]
-The [[Admin_Dashboard|admin homepage dashboard]] is made up of a number of individual 'widgets'. Each staff member can arrange, maximise, or minimize these widgets and enable or disable them entirely for different administrator roles.
+The [[Admin_Dashboard|admin homepage dashboard]] displays individual 'widgets'. Each staff member can arrange, maximise, or minimize these widgets and enable or disable them entirely for different administrator roles.
-For more information:
+For more information, see:
 *[[Widgets]]
 *[[Creating_a_Widget]]