Setup Tasks - Revision history

SarahK at 21:50, 26 January 2023

2023-01-26T21:50:35Z

SarahK at 21:49, 26 January 2023

2023-01-26T21:49:24Z

SarahK: /* Activate Your First Payment Gateway */

2022-09-07T16:09:47Z

‎Activate Your First Payment Gateway

SarahK at 21:12, 3 May 2022

2022-05-03T21:12:10Z

SarahK at 20:46, 20 April 2022

2022-04-20T20:46:59Z

SarahK at 21:40, 14 April 2022

2022-04-14T21:40:12Z

SarahK at 22:25, 1 March 2022

2022-03-01T22:25:49Z

SarahK at 14:07, 13 July 2021

2021-07-13T14:07:11Z

SarahK at 18:56, 28 April 2021

2021-04-28T18:56:14Z

Show changes

SarahK: /* The Tasks */

2020-09-21T13:14:56Z

‎The Tasks

@@ Line 146: / Line 146: @@
 We added this item to '''Setup Tasks''' in WHMCS 8.7.
-[[NordVPN_via_MarketConnect|Learn more...]]
+[[NordVPN_via_WHMCS_MarketConnect|Learn more...]]
 ==Activate sales of SpamExperts Email Security==

@@ Line 1: / Line 1: @@
-[[File:85SystemSettings.png|thumb|System Settings]]  [[File:85SetupTasks.png|thumb|System Settings]]
+[[File:85SystemSettings.png|thumb|System Settings]]  [[File:Admin_System_Settings_Setup_Tasks_87.png|thumb|System Settings]]
 <div class="docs-alert-info"><i class="fa fa-question-circle"></i>We added '''Setup Tasks''' in WHMCS 7.5.</div>
@@ Line 111: / Line 111: @@
 ==Activate sales of SiteLock Website Security==
-−
 This optional task validates whether you have activated sales of SiteLock Website Security at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
@@ Line 121: / Line 121: @@
 ==Activate sales of SiteLock VPN==
-−
 This optional task validates whether you have activated sales of SiteLock VPN at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
@@ Line 131: / Line 135: @@
 [[SiteLock_VPN_via_MarketConnect|Learn more...]]
 ==Activate sales of SpamExperts Email Security==

@@ Line 29: / Line 29: @@
 ==Activate Your First Payment Gateway==
-−
-This task validates whether you have activated a payment gateway. Payment gateways allow you to accept payments through various methods and services. To set up and configure your first payment gateway, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''. Then, choose your desired gateway from the list.
+This task validates whether you have activated a payment gateway. Payment gateways allow you to accept payments through various methods and services.
-−
 If you don't plan to use any online payment methods, we recommend activating the '''[[Mail In Payment]]''' or '''[[Bank Transfer]]''' payment gateways.
-−
-[[Payment Gateways|Learn more...]]
+[[Apps and Integrations|Learn more...]]
-−
 ==Activate Credit Card Payments==

@@ Line 16: / Line 16: @@
 This task validates whether you have set the company name and logo. Your customers will see them throughout the WHMCS Client Area, on invoices, in emails, and more.
-To set these values, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
+To set these values, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]''' or, prior to WHMCS 8.0, '''Setup > General Settings'''.
 [[General_Tab|Learn more...]]
@@ Line 30: / Line 30: @@
 ==Activate Your First Payment Gateway==
-This task validates whether you have activated a payment gateway. Payment gateways allow you to accept payments through various methods and services. To set up and configure your first payment gateway, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payment Gateways''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''. Then, choose your desired gateway from the list.
+This task validates whether you have activated a payment gateway. Payment gateways allow you to accept payments through various methods and services. To set up and configure your first payment gateway, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Payment Gateways]]''' or, prior to WHMCS 8.0, '''Setup > Payments > Payment Gateways'''. Then, choose your desired gateway from the list.
-If you don't plan to use any online payment methods, we recommend activating the '''Mail in Payment''' or '''Bank Transfer''' payment gateways.
+If you don't plan to use any online payment methods, we recommend activating the '''[[Mail In Payment]]''' or '''[[Bank Transfer]]''' payment gateways.
 [[Payment Gateways|Learn more...]]
@@ Line 58: / Line 58: @@
 [[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=sUpr2dHOUrg|Watch Video Tutorial]]
-To create a product, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''. Create a product group and then create your product.
+To create a product, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products and Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''. Create a product group and then create your product.
 [[Products_and_Services|Learn more...]]
@@ Line 68: / Line 68: @@
 [[File:Videotutorial.png‎|center|link=https://youtu.be/uJLvEfLUXIc|Watch Video Tutorial]]
-To create your first department, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Support Departments''' or, prior to WHMCS 8.0, '''Setup > Support > Support Departments'''. Then, click '''Add New Department'''.
+To create your first department, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Support Departments]]''' or, prior to WHMCS 8.0, '''Setup > Support > Support Departments'''. Then, click '''Add New Department'''.
 [[Support Departments|Learn more...]]
@@ Line 84: / Line 84: @@
 ==Activate sales of SSL Certificates==
-This optional task validates whether you have activated sales of SSL certificates at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > MarketConnect'''.
+This optional task validates whether you have activated sales of SSL certificates at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 Major browsers are now penalising websites and displaying warning notices on websites that don't have SSL. If you're selling web hosting, we strongly recommend selling SSL certificates too. You'll be able to offer certificates from RapidSSL, GeoTrust, and DigiCert, with automatic installation on cPanel and fully-automated DV SSL issuing.
@@ Line 94: / Line 94: @@
 ==Activate sales of Weebly Site Builder==
-This optional task validates whether you have activated sales of the Weebly Website Builder at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > MarketConnect'''.
+This optional task validates whether you have activated sales of the Weebly Website Builder at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 Offering a site builder like Weebly makes it easier for your customers to build a website and create their online presence. It also makes your web hosting more accessible to a wider non-technical audience. You'll be able to offer four separate Weebly plans to let your customers build websites, create custom forms, use SEO tools, and many other things.
@@ Line 104: / Line 104: @@
 ==Activate sales of SiteLock Website Security==
-This optional task validates whether you have activated sales of SiteLock Website Security at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > MarketConnect'''.
+This optional task validates whether you have activated sales of SiteLock Website Security at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 SiteLock Website Security provides security for customers' websites and for your business's reputation as a secure web host. Your customers will be able to purchase enhanced security capabilities like malware scanning, detection and removal for websites, and WAF and CDN services, all from within WHMCS.
@@ Line 114: / Line 114: @@
 ==Activate sales of SiteLock VPN==
-This optional task validates whether you have activated sales of SiteLock VPN at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > MarketConnect'''.
+This optional task validates whether you have activated sales of SiteLock VPN at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 SiteLock VPN provides a VPN (Virtual Private Network) to secure customers' online traffic. VPN also protects against censorship and geo-restrictions.
@@ Line 126: / Line 126: @@
 ==Activate sales of SpamExperts Email Security==
-This optional task validates whether you have activated sales of SpamExperts Email Security at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > MarketConnect'''.
+This optional task validates whether you have activated sales of SpamExperts Email Security at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 SpamExperts Email Security offers email archiving services and protection against emailed spam and malware. Your customers will be able to purchase incoming or outgoing email filtering as well as email archiving.
@@ Line 136: / Line 136: @@
 ==Activate sales of Open-Xchange App Suite==
-This optional task validates whether you have activated sales of Open-Xchange's OX App Suite at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > MarketConnect'''.
+This optional task validates whether you have activated sales of Open-Xchange's OX App Suite at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[MarketConnect]]''' or, prior to WHMCS 8.0, '''Setup > MarketConnect'''.
 OX App Suite offers a competitive, high-quality email and productivity suite. In addition to email features, your customers will be able to benefit from collaboration tools, spam protection, cloud storage, productivity apps, and more.
@@ Line 156: / Line 156: @@
 ==Enable cPanel Application Linking==
-This optional task validates whether you have enabled cPanel Application Linking and only applies for cPanel & WHM servers.
+This optional task validates whether you have enabled [[Application Links]] and only applies for cPanel & WHM servers.
 cPanel Application Linking is exclusive to WHMCS. It integrates WHMCS directly with cPanel & WHM using Single Sign-On, allowing access to the most commonly-used areas of WHMCS from within the cPanel interface.

@@ Line 1: / Line 1: @@
-<div class="docs-alert-info"><i class="fa fa-question-circle"></i>This page describes a feature in WHMCS 7.5 and later.</div>
+[[File:85SystemSettings.png|thumb|System Settings]]  [[File:85SetupTasks.png|thumb|System Settings]]
-−
-[[File:system-settings-8-2.png|thumb|System Settings]]
+<div class="docs-alert-info"><i class="fa fa-question-circle"></i>We added '''Setup Tasks''' in WHMCS 7.5.</div>
-−
-The '''Setup Tasks''' help guide new users through the initial setup of WHMCS. You can click on any of the tasks to jump to the appropriate area of WHMCS to complete the task.
+The '''Setup Tasks''' list helps guide new users through the initial setup of WHMCS. You can click on any task to go to the appropriate area of WHMCS and complete the task.
-−
-You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings''' or, prior to WHMCS 8.0, '''Setup'''.
+In WHMCS 8.5 and later, you can see this list at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings''' when you click '''Click here to view the setup tasks'''.
 ==Set Company Name and Logo==

@@ Line 3: / Line 3: @@
 [[File:system-settings-8-2.png|thumb|System Settings]]
-The '''Setup Tasks''' help guide new users through the initial setup of WHMCS. You can see this list in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings''' or, prior to WHMCS 8.0, '''Setup'''.
+The '''Setup Tasks''' help guide new users through the initial setup of WHMCS. You can click on any of the tasks to jump to the appropriate area of WHMCS to complete the task.
-−
-You can click on any of the tasks to jump to the appropriate area of WHMCS to complete the task.
+You can see this list in '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings''' or, prior to WHMCS 8.0, '''Setup'''.
 Below you can find a summary of each task and details of their requirements:

@@ Line 115: / Line 115: @@
 [[SpamExperts_via_WHMCS_MarketConnect|Learn more]]
-'''Activate selling of OpenXchange App Suite'''
+'''Activate selling of Open-Xchange App Suite'''
 This task validates that you have activated selling of Open-Xchange's OX App Suite.