Manage Users - Revision history

SarahK: /* Manage User */

2023-04-04T16:49:57Z

‎Manage User

SarahK: /* Manage User */

2023-04-04T16:48:32Z

‎Manage User

SarahK at 14:17, 26 April 2022

2022-04-26T14:17:35Z

SarahK at 21:31, 1 March 2022

2022-03-01T21:31:09Z

SarahK: /* Manage User */

2021-05-13T18:03:11Z

‎Manage User

SarahK: /* Manage User */

2021-05-13T17:05:27Z

‎Manage User

SarahK: /* Actions */

2020-11-20T21:59:42Z

‎Actions

SarahK at 18:27, 4 September 2020

2020-09-04T18:27:41Z

SarahK at 20:29, 1 September 2020

2020-09-01T20:29:07Z

SarahK: Created page with "
Added in WHMCS 8.0
We added this page in WHMCS 8.0, and it requires the '''List Users''' permission. For more in..."

2020-08-27T17:34:31Z

Created page with "<div class="docs-alert-info"> <span class="title">Added in WHMCS 8.0</span><br /> We added this page in WHMCS 8.0, and it requires the '''List Users''' permission. For more in..."

New page

<div class="docs-alert-info">
<span class="title">Added in WHMCS 8.0</span><br />
We added this page in WHMCS 8.0, and it requires the '''List Users''' permission. For more information, see [[Accounts And Users]].
</div>

Access '''Manage Users''' at '''Clients > Manage Users'''. This displays a list of all of the users in WHMCS and allows you to update them separately from their associated accounts. For more information, see [[Users and Accounts]].

==List of Users==

<div class="docs-alert-info">
<span class="title">Adding Users</span><br />
You can't add new users from this page. Instead, use the '''[[Clients:Users_Tab|Users]]''' tab or send an invitation from [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users the Client Area].
</div>

The list of users displays each user's ID, name, email address, Two-Factor Authentication and security question statuses, and the time at which the user last logged in.

* The shield icon (<i class="fa fa-shield" aria-hidden="true"></i>) indicates whether the user has enabled Two-Factor Authentication. A green icon indicates that Two-Factor Authentication is enabled.
* The question mark icon (<i class="fa fa-question" aria-hidden="true"></i>) indicates whether the user has set up security questions. A green icon indicates that security questions are configured.

==Actions==
To change a user's permissions, you have two options:

===Manage User===
Click '''Manage User''' to view a list of associated accounts and edit user information. This includes the user's name, email address, and default language.

Admins can also disable Two-Factor Authentication for the user here if it is configured. However, Admins '''cannot''' enable Two-Factor Authentication from within the Admin Area.

===Password Reset===
Click the down arrow icon and click '''Password Reset''' to initiate the process of resetting the user's password. A confirmation message will appear. Click '''OK''' and the system will send a password reset email to the user's email address.

@@ Line 31: / Line 31: @@
 * Use '''Two-Factor Authentication''' to disable Two-Factor Authentication for the user if it is configured. Admins '''cannot''' enable Two-Factor Authentication from within the Admin Area.
-* If you have enabled identity verification through [[User Identity Verification|Validation.com]], use '''Verification Status''' to view the user's verification status, initiate verification, or reset verification. This only applies to the user that placed the order. For more information, see [[Users and Accounts]]. <div class="docs-alert-warning">
+* If you have enabled identity verification through [[User Identity Verification|Validation.com]], use '''Verification Status''' to view the user's verification status, initiate verification, or reset verification. This only applies to the user that placed the order. For more information, see [[Users and Accounts]]. <div class="docs-alert-warning">Validation.com has announced that they are discontinuing service on April 9, 2023. After this date, the WHMCS features that relate to Validation.com will cease to function. For more information, see [[User Identity Verification]].</div>
 * Use '''Disable Security Question''' to disable the user's security question. This will allow the user to set a new security question and answer in the Client Area.

@@ Line 31: / Line 31: @@
 * Use '''Two-Factor Authentication''' to disable Two-Factor Authentication for the user if it is configured. Admins '''cannot''' enable Two-Factor Authentication from within the Admin Area.
-* If you have enabled identity verification through [[User Identity Verification|Validation.com]], use '''Verification Status''' to view the user's verification status, initiate verification, or reset verification. This only applies to the user that placed the order. For more information, see [[Users and Accounts]].
+* If you have enabled identity verification through [[User Identity Verification|Validation.com]], use '''Verification Status''' to view the user's verification status, initiate verification, or reset verification. This only applies to the user that placed the order. For more information, see [[Users and Accounts]]. <div class="docs-alert-warning">
 * Use '''Disable Security Question''' to disable the user's security question. This will allow the user to set a new security question and answer in the Client Area.

@@ Line 7: / Line 7: @@
 <div class="docs-alert-warning">
 <span class="title">Disabling Users</span><br />
-'''Disable Client Area User Management''' in
+'''Disable Client Area User Management''' in the '''[[Other Tab|Other]]''' tab at
-'''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.
+'''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' can disable user management for account owners and prevent them from inviting new users.
 </div>
@@ Line 14: / Line 14: @@
 <div class="docs-alert-info">
-<span class="title">Adding Users</span><br />
+You can't add new users from this page. Instead, use the '''[[Clients:Users_Tab|Users]]''' tab in the client profile or [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users send an invitation from the Client Area].
 </div>
@@ Line 24: / Line 23: @@
 ==Actions==
 You can perform these actions for users:
@@ Line 35: / Line 35: @@
 ===Password Reset===
 Click the down arrow icon and click '''Password Reset''' to initiate the process of resetting the user's password. A confirmation message will appear. Click '''OK''' and the system will send a password reset email to the user's email address.

@@ Line 1: / Line 1: @@
-<div class="docs-alert-info">
+In WHMCS 8.0 and later, you can access a list of all of the users in WHMCS and update them separately from their associated accounts.
-<span class="title">Added in WHMCS 8.0</span><br />
+* This interface requires the '''List Users''' permission.
-We added this page in WHMCS 8.0, and it requires the '''List Users''' permission. For more information, see [[Users and Accounts]].
+* For more information, see [[Users and Accounts]].
-</div>
+You can access this list at '''Clients > Manage Users'''.
 <div class="docs-alert-warning">

@@ Line 32: / Line 32: @@
 * Use '''Two-Factor Authentication''' to disable Two-Factor Authentication for the user if it is configured. Admins '''cannot''' enable Two-Factor Authentication from within the Admin Area.
-* If you have enabled identity verification through [[Validation.com]], use '''Verification Status''' to view the user's verification status, initiate verification, or reset verification. This only applies to the user that placed the order. For more information, see [[Users and Accounts]].
+* If you have enabled identity verification through [[User Identity Verification|Validation.com]], use '''Verification Status''' to view the user's verification status, initiate verification, or reset verification. This only applies to the user that placed the order. For more information, see [[Users and Accounts]].
 * Use '''Disable Security Question''' to disable the user's security question. This will allow the user to set a new security question and answer in the Client Area.
 ===Password Reset===
 Click the down arrow icon and click '''Password Reset''' to initiate the process of resetting the user's password. A confirmation message will appear. Click '''OK''' and the system will send a password reset email to the user's email address.

← Older revision		Revision as of 18:27, 4 September 2020
Line 5:		Line 5:

	Access '''Manage Users''' at '''Clients > Manage Users'''. This displays a list of all of the users in WHMCS and allows you to update them separately from their associated accounts. For more information, see [[Users and Accounts]].		Access '''Manage Users''' at '''Clients > Manage Users'''. This displays a list of all of the users in WHMCS and allows you to update them separately from their associated accounts. For more information, see [[Users and Accounts]].
		+
		+	<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>

	==List of Users==		==List of Users==

Manage Users - Revision history

SarahK: /* Manage User */

SarahK: /* Manage User */

SarahK at 14:17, 26 April 2022

SarahK at 21:31, 1 March 2022

SarahK: /* Manage User */

SarahK: /* Manage User */

SarahK: /* Actions */

SarahK at 18:27, 4 September 2020

SarahK at 20:29, 1 September 2020

SarahK: Created page with " Added in WHMCS 8.0 We added this page in WHMCS 8.0, and it requires the '''List Users''' permission. For more in..."

SarahK: Created page with "
Added in WHMCS 8.0
We added this page in WHMCS 8.0, and it requires the '''List Users''' permission. For more in..."