My Account - Revision history

SarahK at 20:00, 26 April 2022

2022-04-26T20:00:04Z

SarahK at 19:11, 14 April 2022

2022-04-14T19:11:37Z

SarahK at 21:03, 1 March 2022

2022-03-01T21:03:36Z

SarahK at 19:39, 10 January 2022

2022-01-10T19:39:24Z

SarahK at 15:39, 6 August 2020

2020-08-06T15:39:10Z

SarahK at 19:42, 1 May 2020

2020-05-01T19:42:40Z

John: /* Name and Email */

2017-01-06T11:22:48Z

‎Name and Email

John: Created page with "The '''My Account''' page is accessible via every page of the admin area in the top-left corner of the page. It allows the currently logged in administrator user to quickly ac..."

2016-01-07T14:50:29Z

Created page with "The '''My Account''' page is accessible via every page of the admin area in the top-left corner of the page. It allows the currently logged in administrator user to quickly ac..."

New page

The '''My Account''' page is accessible via every page of the admin area in the top-left corner of the page. It allows the currently logged in administrator user 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 support ticket notifications will be sent if activated below.

==Support Tickets Notifications==
In this section a list of [[Support Departments]] is displayed. The checkboxes are used to control the notification emails for these departments; tick to receive notification when a client opens a ticket or replies to an existing ticket within the department.

==Support Ticket Signature==
The text entered in this field will automatically be loaded into the Add Reply field when replying to a support ticket. Plain text only.

==My Notes==
Private notes visible only to you and Full Administrators. These can also be accessed via the ''My Notes'' link in the top left corner of every page, and in the ''My Notes'' admin dashboard widget.

==Template==
Change the template used to display the admin area. This does not affect other members of staff.<br/>
For information on customising refer to [[Admin Area Template Files]].

==Language==
Change the language in which the admin area is displayed. This does not affect other members of staff.<br/>
For information on translations refer to [Admin Area#Multi-Language].

==Activating Two Factor Authentication==
[[File:2factor3.png|thumb|Enable for Staff]]
If [[Security_Modules|Two Factor Authentication]] is enabled members of staff can activate it for their account by clicking the '''My Account''' link in the top-left corner of any admin page.

Staff simply click the '''Click here to enable''' button and follow the on-screen instructions. Should a member of staff decide 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==
Two passwords fields are used to change your admin area login password. Enter the new password into both fields to ensure the value is entered correctly. To keep the password unchanged, leave both fields empty.

==Confirm Password==
To make any changes on the My Accounts page the current password must be entered into this final field.

@@ Line 4: / Line 4: @@
 ==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 [https://gravatar.com 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.<br/>
-For information on customising, see [[Admin Area Template Files]].
+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.<br/>
-For information on translations refer to [Admin Area#Multi-Language].
+Change the language that WHMCS displays in the [[Admin Area]]. This does not affect other members of staff.
 ==Activating Two Factor Authentication==
 [[File:2factor3.png|thumb|Enable for Staff]]
-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.
+If [[Security_Modules|Two Factor Authentication]] is enabled, members of staff can activate it by clicking '''Click here to enable''' and following the instructions.
 ==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.

@@ Line 1: / Line 1: @@
 From any page in the Admin Area, the currently-logged-in admin can quickly access and change their account and security settings.
-You can do this at '''Account > My Account''' or, prior to WHMCS 8.0, in the top-left corner of the page.
+You can access this feature at '''Account > My Account''' or, prior to WHMCS 8.0, in the top-left corner of the [[Admin Area]].
 ==Name and Email==

← Older revision		Revision as of 21:03, 1 March 2022
Line 1:		Line 1:
−	~~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~~.	+	From any page in the Admin Area, the currently-logged-in admin can quickly access and change their account and security settings.
		+
		+	You can do this at '''Account > My Account''' or, prior to WHMCS 8.0, in the top-left corner of the page.

	==Name and Email==		==Name and Email==

@@ Line 1: / Line 1: @@
-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 administrator user to quickly access and change their account and security settings.
+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==
@@ Line 11: / Line 11: @@
 ==My Notes==
-Private notes, visible only to you and Full Administrators. You can also access these via  '''Account > My Account''' or, prior to WHMCS 8.0, the '''My Notes''' link in the top left corner of every page and in the '''My Notes''' admin dashboard widget.
+Private notes, visible only to you and Full Administrators. For more information, see [[My Notes]].
 ==Template==

@@ Line 1: / Line 1: @@
-The '''My Account''' page is accessible via every page of the admin area in the top-left corner of the page. It allows the currently logged in administrator user to quickly access and change their account and security settings.
+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 administrator user 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 [https://gravatar.com Gravatar] account, the system will display the avatar image in the admin dashboard ''Staff Online'' widget.
+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 [https://gravatar.com Gravatar] account, the system will display the avatar image in the admin dashboard '''Staff Online''' widget.
 ==Support Tickets Notifications==
@@ Line 11: / Line 11: @@
 ==My Notes==
-Private notes, visible only to you and Full Administrators. You can also access these via the ''My Notes'' link in the top left corner of every page and in the ''My Notes'' admin dashboard widget.
+Private notes, visible only to you and Full Administrators. You can also access these via  '''Account > My Account''' or, prior to WHMCS 8.0, the '''My Notes''' link in the top left corner of every page and in the '''My Notes''' admin dashboard widget.
 ==Template==
@@ Line 23: / Line 23: @@
 ==Activating Two Factor Authentication==
 [[File:2factor3.png|thumb|Enable for Staff]]
-If [[Security_Modules|Two Factor Authentication]] is enabled, members of staff can activate it for their account by clicking the '''My Account''' link in the top-left corner of any admin page.
+If [[Security_Modules|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.
@@ Line 31: / Line 31: @@
 ==Confirm Password==
-To make any changes on the My Accounts page, you must enter the current password into this final field.
+To make any changes on the '''My Accounts''' page, you must enter the current password into this final field.

@@ Line 2: / Line 2: @@
 ==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 support ticket notifications will be sent if activated below.
+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 support ticket notifications will be sent if activated below. If the email address is registered as a [https://gravatar.com Gravatar], the avatar image will be displayed in the admin dashboard ''Staff Online'' widget.
 ==Support Tickets Notifications==