Clients:Users Tab - Revision history

Lawrence: /* Password Reset */

2023-03-28T13:29:55Z

‎Password Reset

2022-05-12T16:42:49Z

2022-04-19T20:44:21Z

2022-03-01T21:13:45Z

2022-01-19T16:31:20Z

2020-11-20T22:00:21Z

‎Manage

2020-11-20T21:55:56Z

‎Manage Users

2020-09-04T18:27:19Z

2020-08-27T17:36:01Z

2020-08-04T16:32:51Z

@@ Line 42: / Line 42: @@
 ===Password Reset===
-To reset a user's password, click '''Manage''' for that user and select '''Password Reset'''. Click '''OK''' and the system will send a password reset email to the user.
+To reset a user's password, click the arrow next to '''Manage User''' for that user and select '''Password Reset'''. Click '''OK''' on the confirmation window that appears and the system will send a password reset email to the user.
-−
 ===Remove===
 To remove a user's access to a client's account, click '''Manage''' for that user and select '''Remove'''. This will remove access to the account, but will not delete the user from WHMCS.

@@ Line 12: / Line 12: @@
 ==Associate a User==
-To add a new user, use [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users the Client Area] or the '''Users''' tab in the Admin Area.
+To add a new user, you can use this tab or [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users the Client Area].
 <div class="docs-alert-info">
 If you send an invitation to an email address for an existing account, they can access the client account using their existing login credentials. If the email address does not correspond to an existing account, they can create one.
 </div>
@@ Line 37: / Line 36: @@
 ===Manage Users===
-To manage a user's information or permissions for the account, click '''Manage''' for that user and select '''Manage User'''. You can update the user's name, email address, and permissions, disable Two-Factor Authentication or security questions, and transfer account ownership to the user.
+To manage a user's information or permissions for the account, click '''Manage''' for that user and select '''Manage User'''. You can update the user's name, email address, and permissions, disable [[Two-Factor Authentication]] or security questions, and transfer account ownership to the user.
 Disabling security questions for the user removes their current security question and answer and allows them to set a new one in the Client Area.

@@ Line 6: / Line 6: @@
 <div class="docs-alert-warning">
-<span class="title">Disabling Users</span><br />
+'''Disable Client Area User Management''' in the '''[[Other Tab|Other]]''' tab at
-'''Disable Client Area User Management''' in
+'''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' disables user management for account owners and prevents them from inviting new users.
 </div>
 ==Associate a User==
-To add a new user, you can use [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users the Client Area] or via the '''Users''' tab in the Admin Area.
 <div class="docs-alert-info">
@@ Line 33: / Line 33: @@
 Click '''Manage''' to manage the user within the context of this account.
-To manage individual user information outside of the context of an associated account, go to '''[[Manage_Users|Clients > Manage Users]]'''.
+To manage individual user information outside of the context of an associated account, go to '''Clients > [[Manage Users]]'''.
 ===Manage Users===
@@ Line 42: / Line 42: @@
 ===Password Reset===
 To reset a user's password, click '''Manage''' for that user and select '''Password Reset'''. Click '''OK''' and the system will send a password reset email to the user.
 ===Remove===
 To remove a user's access to a client's account, click '''Manage''' for that user and select '''Remove'''. This will remove access to the account, but will not delete the user from WHMCS.

@@ Line 1: / Line 1: @@
 {{Client Management}}
-<div class="docs-alert-info">
+In WHMCS 8.0 and later, [[Users and Accounts|users]] can own multiple client accounts, allowing a single user to switch between accounts and manage each separately.
-<span class="title">Added in WHMCS 8.0</span><br />
-We added the '''Users''' tab in WHMCS 8.0. For more information, see [[Users and Accounts]].
+You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
 <div class="docs-alert-warning">

@@ Line 25: / Line 25: @@
 # Click '''Associate User'''.
-# Choose an account from '''Select User'''.
+# Choose an account from '''Select User''' or enter an email address.
-# Check the boxes for the desired '''Permissions'''.
+# Select the desired '''Permissions''' settings or select '''Check All''' to select all of them.
 # Toggle '''Send Invite''' to ''Yes'' to send an invitation email.
 # Click '''Invite User'''.
@@ Line 33: / Line 33: @@
 ==Manage==
 Click '''Manage''' to manage the user within the context of this account.
@@ Line 38: / Line 39: @@
 ===Manage Users===
 To manage a user's information or permissions for the account, click '''Manage''' for that user and select '''Manage User'''. You can update the user's name, email address, and permissions, disable Two-Factor Authentication or security questions, and transfer account ownership to the user.

← Older revision		Revision as of 18:27, 4 September 2020
Line 7:		Line 7:

	The '''Users''' tab is accessed via '''Clients > View/Search Clients'''. Select a client and click '''Users'''. Users can own multiple client accounts, allowing a single user to switch between accounts and manage each separately.		The '''Users''' tab is accessed via '''Clients > View/Search Clients'''. Select a client and click '''Users'''. Users can own multiple client accounts, allowing a single user to switch between accounts and manage each separately.
		+
		+	<div class="docs-alert-warning">
		+	<span class="title">Disabling Users</span><br />
		+	'''Disable Client Area User Management''' in
		+	'''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings > Other''' can disable user management for account owners and prevent them from inviting new users.
		+	</div>

	==Associate a User==		==Associate a User==

@@ Line 6: / Line 6: @@
 </div>
-The '''Users''' tab is accessed via '''Clients > View/Search Clients'''. Select a client and click '''Users'''. Users can own multiple client accounts, allowing a single user to switch between accounts and manage each separately.
+The '''Users''' tab is accessed via '''Clients > View/Search Clients'''. Select a client and click '''Users'''. Users can own multiple client accounts, allowing a single user to switch between accounts and manage each separately. For more information, see [[Users and Accounts]].
 ==Adding a User==