Client Email Verification - Revision history

SarahK at 19:10, 19 April 2022

2022-04-19T19:10:15Z

SarahK at 18:49, 17 January 2022

2022-01-17T18:49:24Z

PeterM at 15:16, 19 August 2021

2021-08-19T15:16:12Z

DanR: /* Why enable it? */

2021-05-04T16:47:05Z

‎Why enable it?

SarahK: /* Client Area User Interface */

2020-12-01T21:33:26Z

‎Client Area User Interface

SarahK: /* Default Behaviour */

2020-12-01T21:32:53Z

‎Default Behaviour

SarahK: /* Default Behaviour */

2020-12-01T21:32:39Z

‎Default Behaviour

John: /* Resending the Verification Email */

2020-10-13T14:41:44Z

‎Resending the Verification Email

SarahK: /* Enabling Email Verification */

2020-08-25T21:00:33Z

‎Enabling Email Verification

SarahK at 19:12, 4 August 2020

2020-08-04T19:12:26Z

@@ Line 5: / Line 5: @@
 ==Enabling Email Verification==
-You can enable email verification in the '''Security''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+You can enable email verification in the '''[[Security Tab|Security]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 <div class="docs-alert-info">
 Enabling '''Email Verification''' will not send an email verification request to any existing users automatically. Their accounts will display as unverified and continue to operate unaffected.
 </div>
@@ Line 22: / Line 19: @@
 <div class="docs-alert-info">
 To help reduce the number of emails new clients are sent after signing up, the client will not receive the separate ''Welcome'' email when '''Email Verification''' is enabled.
 </div>
@@ Line 38: / Line 34: @@
 Users who have not verified their email address will see the option to resend the verification email in the banner notice in the Client Area.
-Admins can view the client's email verification status from the '''Summary''' tab in the client's profile and a banner will also display when viewing orders from that account. A badge will also display alongside the user's email address, denoting whether the email address is verified.
+Admins can view the client's email verification status from the '''[[Clients:Summary Tab|Summary]]''' tab in the client's profile and a banner will also display when viewing orders from that account. A badge will also display alongside the user's email address, denoting whether the email address is verified.
 Clicking '''Resend Verification Email''' sends an email with a new link in a new verification email.

@@ Line 1: / Line 1: @@
-'''Email Verification''' checks to ensure that the email address a client registers with is valid and their own.
+'''Email Verification''' checks to ensure that the email address a client registers with is valid and their own. When a user or admin creates a new client account or changes a client's email address, the system sends an email asking the user to confirm that they intended to register or make the change to the email address.
-When you enable this, upon creation of a new client account or change of the account owner's email address, the system sends an email asking the user to confirm that they intended to register or make the change to the email address.
+This helps protect against signups using incorrectly-typed and unauthorized email addresses. It can also act as part of order review and fraud screening procedures.
-The validation link they receive is valid for 60 minutes. If it expires, the user can request a new verification email by logging in to the client area.
+==Enabling Email Verification==
-==Why enable it?==
+You can enable email verification in the '''Security''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
-Enabling '''Email Verification''' helps to protect against signing up using incorrectly-typed and unauthorized email addresses. It can also act as part of order review and fraud screening procedures.
+For more information, see [[Security Tab]].
 <div class="docs-alert-info">
 <span class="title">Note</span><br />
-To help reduce the number of emails new clients are sent after signing up, the client will not receive the separate ''Welcome'' email when '''Email Verification''' is enabled.
+Enabling '''Email Verification''' will not send an email verification request to any existing users automatically. Their accounts will display as unverified and continue to operate unaffected.
 </div>
-==Enabling Email Verification==
+==Default Behaviour==
-To enable '''Email Verification''', navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > [[Configuration#General_Settings|Security]]''' or, prior to WHMCS 8.0, '''Setup > General Settings > Security'''.  Check the '''Email Verification''' checkbox and save the changes.
+WHMCS sends email verification notices when the following events occur:
-[[File:Enable_email_verification.png|center|850x250px|Enable email verification in general settings]]
+* A new user completes registration.
 <div class="docs-alert-info">
 <span class="title">Note</span><br />
-Enabling '''Email Verification''' will not send an email verification request to any existing users automatically. Their accounts will display as unverified and continue to operate unaffected.
+To help reduce the number of emails new clients are sent after signing up, the client will not receive the separate ''Welcome'' email when '''Email Verification''' is enabled.
 </div>
 User access is not restricted to the client area, services, or support resources prior to email verification completion. This is to allow the user to access the services and support resources they have paid for.
@@ Line 38: / Line 32: @@
 In the admin area, the email verification banner will no longer display.
-[[File:email-verified-ca.png|800px|Verified email in client profile view]]
+==The Validation Link==
-[[File:Client vertification banner 8.png|850px|Client profile verification banner]]
+The validation link in each verification email is valid for 60 minutes for WHMCS 8.0 and higher or, prior to WHMCS 8.0, 24 hours. If the link expires, the user can request a new verification email by logging in to the Client Area.
-An option to resend the verification email is also available from both pages. Clicking this will invalidate any previous verification links.
+Users who have not verified their email address will see the option to resend the verification email in the banner notice in the Client Area.
-A badge will display alongside the user's email address, denoting whether the email address is verified.
+Admins can view the client's email verification status from the '''Summary''' tab in the client's profile and a banner will also display when viewing orders from that account. A badge will also display alongside the user's email address, denoting whether the email address is verified.
-[[File:User verified badge.png|850px|User verified badge]]
+Clicking '''Resend Verification Email''' sends an email with a new link in a new verification email.

@@ Line 1: / Line 1: @@
 '''Email Verification''' checks to ensure that the email address a client registers with is valid and their own.
-When you enable this, upon creation of a new client account or change of email address, the system sends an email is to the email address, asking the user to confirm that they intended to register or make the change to the email address.
+When you enable this, upon creation of a new client account or change of the account owner's email address, the system sends an email asking the user to confirm that they intended to register or make the change to the email address.
-The validation link they receive is valid for 24 hours. If it expires, the client can request a new verification email by logging in to the client area.
+The validation link they receive is valid for 60 minutes. If it expires, the user can request a new verification email by logging in to the client area.
 ==Why enable it?==
@@ Line 22: / Line 22: @@
 <div class="docs-alert-info">
 <span class="title">Note</span><br />
-Enabling '''Email Verification''' will not send an email verification request to any existing clients automatically. Their accounts will display as unverified and continue to operate unaffected.
+Enabling '''Email Verification''' will not send an email verification request to any existing users automatically. Their accounts will display as unverified and continue to operate unaffected.
 </div>
 ==Default Behaviour==
-When you enable this, the client will receive an email verification notice when the following events occur:
+An email verification notice is sent when the following events occur:
-* A new user registration.
+* A new user completes registration.
-* A change of email address for an existing account.
+* An existing account owner changes their email address.
-Clients access is not restricted to the client area, services, or support resources prior to email verification completion. This is to allow the client to access the services and support resources they have paid for.
+User access is not restricted to the client area, services, or support resources prior to email verification completion. This is to allow the user to access the services and support resources they have paid for.
-After the client follows the link in the verification email, the client must log in to the client area to complete the verification process. Once they successfully authenticate, a success message will display on the next page.
+After the user follows the link in the verification email, the user must log in to the client area to complete the verification process. Once they successfully authenticate, a success message will display on the next page.
-In the admin area, the email verification banner will no longer display and a ''Verified'' badge will display.
+In the admin area, the email verification banner will no longer display.
 [[File:email-verified-ca.png|800px|Verified email in client profile view]]
@@ Line 42: / Line 42: @@
 ==Resending the Verification Email==
-If a client has not verified their email address, they will see the option to resend the verification email in the banner notice in the client area. Admins also have this ability from the admin client summary page.
+If a user has not verified their email address, they will see the option to resend the verification email in the banner notice in the client area. Admins also have this ability from the client summary page.
-Clicking the '''Resend Verification Email''' button sends an email with a link that is valid for 60 minutes. If the recipient follows the link after the 60 minute window or multiple times (which invalidates the previous link) then an error will display upon attempting to verify using an older link. The user will have the option to request a new email verification.
+Clicking the '''Resend Verification Email''' button sends an email with a link that is valid for 60 minutes. If the recipient follows the link after the 60 minute window or multiple times (which invalidates the previous link) then an error will display upon attempting to verify. The user will have the option to request a new email verification.
 <div class="docs-alert-info">
@@ Line 52: / Line 52: @@
 ==Client Area User Interface==
-When you enable this, any client who has not completed the email verification process will see a banner reminding them to take action when they log in.  This banner appears on all pages of the client area.
+Any user who has not completed the email verification process will see a banner reminding them to take action when they log in. This banner appears on all pages of the client area.
-No functionality is limited in the client area for clients with an unverified email address.
+No functionality is limited in the client area for users with an unverified email address.
 [[File:Verify-email-link-ca.png|center|850px|Email verification banner on client side]]
@@ Line 60: / Line 60: @@
 ==Admin Area User Interface==
-When you enable this, any client who has not completed the email verification process will see a banner at the top of their client summary page and when viewing orders they submitted (pictured below).
+A banner will be displayed at the top of the client summary page and when viewing orders for any account where the account owner has not completed the email verification process.
-[[File:Client_profile_verification_banner.png|400x150px|Client profile verification banner]]
+[[File:Client vertification banner 8.png|850px|Client profile verification banner]]
-[[File:Manage_orders_verification_banner.png|400x150px|Manage orders client verification status]]
+<br/><br/>
 An option to resend the verification email is also available from both pages. Clicking this will invalidate any previous verification links.
-A badge will also display alongside the client's email address throughout the admin area, denoting whether the client's email address is verified.
+A badge will display alongside the user's email address, denoting whether the email address is verified.
-[[File:Unverified_badge.png|right|400x250px|Unverified email badge]]
+[[File:User verified badge.png|850px|User verified badge]]

@@ Line 11: / Line 11: @@
 <div class="docs-alert-info">
 <span class="title">Note</span><br />
-When you enable this, the client will not receive the separate ''Welcome'' email.
+To help reduce the number of emails new clients are sent after signing up, the client will not receive the separate ''Welcome'' email when '''Email Verification''' is enabled.
 </div>

@@ Line 56: / Line 56: @@
 No functionality is limited in the client area for clients with an unverified email address.
-[[File:Client_verification_banner.png|center|850x250px|Email verification banner on client side]]
+[[File:Verify-email-link-ca.png|center|850px|Email verification banner on client side]]
 ==Admin Area User Interface==

@@ Line 16: / Line 16: @@
 ==Enabling Email Verification==
-To enable '''Email Verification''', navigate to '''[[Configuration|Setup > General Settings > Security]]'''.  Check the '''Email Verification''' checkbox and save the changes.
+To enable '''Email Verification''', navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Security''' or, prior to WHMCS 8.0, '''Setup > General Settings > Security'''.  Check the '''Email Verification''' checkbox and save the changes.
 [[File:Enable_email_verification.png|center|850x250px|Enable email verification in general settings]]