Users and Accounts - Revision history

JuanR: /* In the Activity Log */

2023-04-04T14:10:59Z

‎In the Activity Log

SarahK: /* Users and Accounts */

2022-09-27T13:27:20Z

‎Users and Accounts

SarahK at 16:20, 10 May 2022

2022-05-10T16:20:43Z

SarahK at 16:31, 19 January 2022

2022-01-19T16:31:16Z

SarahK at 15:23, 19 January 2022

2022-01-19T15:23:46Z

Benlake: /* In Support Tickets */

2021-06-04T16:17:28Z

‎In Support Tickets

SarahK: Undo revision 30271 by SarahK (talk)

2021-05-17T15:02:03Z

Undo revision 30271 by SarahK (talk)

SarahK: /* In Support Tickets */

2021-05-13T17:27:17Z

‎In Support Tickets

SarahK: /* Creating and Managing Users and Accounts */

2021-05-13T17:07:00Z

‎Creating and Managing Users and Accounts

SarahK at 00:11, 21 November 2020

2020-11-21T00:11:14Z

@@ Line 177: / Line 177: @@
 * Automation events are attributed to '''System'''.
 * Admin actions that operate on the system are attributed to that admin. All other admin actions are attributed to that admin '''and''' list the associated client account.
-* User actions are attributed to that user and list information about the associated client account.
+* The system attributes user actions to the user that performed the action. User actions list information about the user '''and''' the associated client account that the user performed the action on.
-−
 ==Upgrading to WHMCS 8.0==

@@ Line 5: / Line 5: @@
 This user management system includes two different entities: accounts and users.
-* Accounts (formerly "clients") own products and services. They represent a billable party, like a business, and associated users can access and manage them.
+* Accounts (or client accounts) own products and services. They represent a billable party, like a business, and associated users can access and manage them.
 * Users can access and manage one or more of their associated accounts. Separate controls manage user access to each account.
@@ Line 15: / Line 15: @@
 For example, each of a web designer's customers could represent a distinct account. The web designer could log in as a user and access each of these accounts using a single set of credentials. However, the accounts themselves would not be connected.
-−
 ==Creating and Managing Users and Accounts==

@@ Line 11: / Line 11: @@
 <div class="docs-alert-info">
 If an authenticated user chooses to create a new account for the items in the cart during checkout, that existing authenticated user would become the account owner.
 </div>
@@ Line 54: / Line 53: @@
 <div class="docs-alert-warning">
 Invitations expire after 7 days.
 </div>
@@ Line 64: / Line 62: @@
 <div class="docs-alert-warning">
 While invitations go to the specified email address, the recipient can complete the invitation process using this link with any email address they choose. Because of this, accepting an invitation is not equivalent to user email verification, which is a separate feature.
 </div>
@@ Line 88: / Line 85: @@
 <div class="docs-alert-warning">
 '''Disable Client Area User Management''' in
-'''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' in the '''Other''' tab 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''' in the '''[[Other Tab|Other]]''' tab can disable user management for account owners and prevent them from inviting new users.
 </div>
@@ Line 108: / Line 104: @@
 <div class="docs-alert-warning">
 Account owners cannot edit their own permissions.
 </div>
@@ Line 117: / Line 112: @@
 <div class="docs-alert-warning">
 Account ownership can only be transferred between users through the Admin Area.
 </div>
@@ Line 124: / Line 118: @@
 <div class="docs-alert-warning">
 '''Disable Client Area User Management''' in
-'''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' in the '''Other''' tab 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''' in the '''[[Other Tab|Other]]''' tab can disable user management for account owners and prevent them from inviting new users.
 </div>
@@ Line 138: / Line 131: @@
 <div class="docs-alert-warning">
 User deletion is permanent, and you cannot delete users who are associated with multiple accounts. You also can't delete account owners unless you're also deleting that account.
 </div>
@@ Line 144: / Line 136: @@
 You can delete users in the WHMCS Admin Area through two methods:
-* Go to '''Clients > Manage Users''' and click '''Manage User''' for the desired user. Then, click '''Permanently Delete'''.
+* Go to '''Clients > [[Manage Users]]''' and click '''Manage User''' for the desired user. Then, click '''Permanently Delete'''.
-* Toggle '''Delete users who are only associated with this client''' to '''YES''' when you delete a client from the '''Summary''' tab of the Client Profile.
+* Toggle '''Delete users who are only associated with this client''' to '''YES''' when you delete a client from the '''[[Clients:Summary Tab|Summary]]''' tab of the client profile.
 ===Deleting Users with Inactive Accounts===
@@ Line 153: / Line 145: @@
 To do this:
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings'''.
+# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Automation Settings]]'''.
 # Go to '''Automatically Delete Inactive Clients'''.
 # Set the toggle to '''YES'''.
 <div class="docs-alert-warning">
 When you enable this, the system will only delete users that are not associated with any other client accounts.
 </div>
@@ Line 182: / Line 173: @@
 [[File:SystemActivityLogUsers.png|200px|thumb|left|Entries For The Same User in the System Activity Log]]
-The '''Activity Log''' in the Admin Area lists information about events in WHMCS, attributing each event to its associated entity.
+The '''Activity Log''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[System Logs]]''' in the Admin Area lists information about events in WHMCS, attributing each event to its associated entity.
 * Automation events are attributed to '''System'''.
@@ Line 189: / Line 180: @@
 ==Upgrading to WHMCS 8.0==
 In the upgrade to WHMCS 8.0, items like passwords, security questions, and two-factor authentication move from client accounts to the associated users. The primary client account will become a user who is the account owner. Additionally, sub-accounts are automatically converted to users during the WHMCS 8.0 upgrade process. Contacts will remain associated with their respective accounts.
 The upgrade will '''not''' automatically combine or associate any users or accounts beyond what's discussed in this document. Use invitations, as described above, to associate users with accounts.

@@ Line 85: / Line 85: @@
 ====In the Admin Area====
-Admins can send invitations from the '''[[Clients:Users_Tab|Users]]''' tab of the client profile in the Admin Area.
+Admins can send invitations from the '''[[Clients:Users_Tab|Users]]''' tab of the client profile in the Admin Area. For more information, see [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users Adding and Managing Users].
 <div class="docs-alert-warning">
@@ Line 92: / Line 92: @@
 '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' in the '''Other''' tab can disable user management for account owners and prevent them from inviting new users.
 </div>
 ===Managing Accounts and Users in the Client Area===
@@ Line 127: / Line 114: @@
 ===Managing Accounts and Users in the Admin Area===
-Admins can view information about and manage individual accounts and their associated users in the '''[[Clients:Users_Tab|Users]]''' tab of an account's client profile.
+Admins can view information about and manage individual accounts and their associated users, including resetting passwords, in the '''[[Clients:Users_Tab|Users]]''' tab of an account's client profile.
 <div class="docs-alert-warning">
@@ Line 135: / Line 122: @@
 [[File:UsersTab.png|350px|thumb|right|Managing Users in the Admin Area]]
 <div class="docs-alert-warning">

@@ Line 1: / Line 1: @@
-WHMCS 8.0 and later introduced a new user management system. It allows a single user access to multiple client accounts. It clearly separates authentication and authorization from services, billing, and support. It's also a simple, powerful, flexible way for customers to manage their accounts and grant access to it to other users. In WHMCS 8.1, we added several additional improvements to these features.
+In WHMCS 8.0 and later, the user management system allows a single user to access multiple client accounts in order to separate authentication and authorization from services, billing, and support. It also allows customers to manage their accounts and grant access to it to other users.
-Several changes occur when you upgrade to WHMCS 8.0 and this new system. For more information, see [[#Upgrading to WHMCS 8.0|Upgrading to WHMCS 8.0]] below.
+This user management system includes two different entities: accounts and users.
-−
-==Accounts and Users==
+* Accounts (formerly "clients") own products and services. They represent a billable party, like a business, and associated users can access and manage them.
+* Users can access and manage one or more of their associated accounts. Separate controls manage user access to each account.
-===What Is An Account?===
-Accounts (formerly "clients") own products and services. They represent a billable party, like a business.
+When a new customer or an admin creates a new account, this also creates a new user based on the account profile. This becomes the account owner, with each account only having a single account owner. Account owners have all of the possible permissions that a user can possess. They are also the only user who can send invitations from the account to new or existing users.
-−
-===What Is A User?===
+<div class="docs-alert-info">
-Users have one or more associated accounts that they can access and manage. When a new account is created, a new user is created based on the account profile. This new user then becomes the account owner (see below). Separate controls manage users' access to each account.
+<span class="title">Existing Users</span><br />
 For example, each of a web designer's customers could represent a distinct account. The web designer could log in as a user and access each of these accounts using a single set of credentials. However, the accounts themselves would not be connected.
 ==Creating and Managing Users and Accounts==
 Account owners can manage users and their permissions from the '''User Management''' section of the Client Area. For more information, see [https://help.whmcs.com/m/managing/l/1275668-adding-and-managing-users Adding and Managing Users].
@@ Line 26: / Line 23: @@
 [[File:CreateAccountInCheckout.png|300px|thumb|right|Creating an account during checkout.]]
-When client registration is enabled (as it is by default), new visitors can create an account through the Client Area.
+When client registration is enabled, new visitors can create an account through the Client Area. Client registration is enabled by default.
 Anyone can create an account through the Client Area. To do this:
@@ Line 36: / Line 39: @@
 This creates an account and an associated user who is the account owner.
-Unauthenticated users will need to either log in with as their user and select an existing account or create a new account, either as described above or as part of the order completion process.
+Authenticated users can choose to create a new account for the items in the cart during checkout. In this case, the system will assign account ownership for the new account to the logged-in user.
-Logged-in users can choose to create a new account for the items in the cart during checkout. In this case, the system will assign account ownership for the new account to the logged-in user. To do this, select ''Create a New Account'' under '''Choose Account''' during the checkout process. Fill out the form that appears and then continue with the usual checkout process.
+To do this:
 ===Invitations===
@@ Line 168: / Line 176: @@
 ===Deleting Users with Inactive Accounts===
-If you use '''Data Retention Pruning''' to delete clients after closure or a period of inactivity, you can also choose to automatically delete the account's associated users. To do this, go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Automation Settings''' , go to '''Automatically Delete Inactive Clients''', and set the toggle to '''YES'''.
+If you use the '''Data Retention Pruning''' setting to delete clients after closure or a period of inactivity, you can also choose to automatically delete the account's associated users.
 <div class="docs-alert-warning">

@@ Line 186: / Line 186: @@
 ==In Support Tickets==
-−
 If they have the '''View & Open Support Tickets''' permission, all of the users for an account can view and reply to the account's support tickets.
-−
-In the Admin Area, each reply on a ticket includes a badge based on the correspondent's email address, the associated account for the ticket, and the WHMCS system. For example, these badges include '''Owner''' for the account owner, '''Authorized User''', '''External User''', and '''Guest'''. '''Sub-account''' appears when a reply is received from an address that's in the account's list of contacts.
+In the Admin Area, each reply on a ticket includes a badge based on the correspondent's email address, the associated account for the ticket, and the WHMCS system. For example, these badges include '''Owner''' for the account owner, '''Operator''', '''Authorized User''', '''Registered User''', and '''Guest'''. '''Sub-account''' appears when a reply is received from an address that's in the account's list of contacts. For an explanation of each badge's meaning, see [[Support Tickets]].
-−
 ==In the Activity Log==

@@ Line 147: / Line 147: @@
 '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' in the '''Other''' tab can disable user management for account owners and prevent them from inviting new users.
 </div>
 ==Deleting Users==