Knowledgebase

Administrator Users

In WHMCS, administrator users are individuals who have access to the admin area of the platform. These users are responsible for managing various aspects of your hosting business, including clients, orders, support tickets, billing, and more. Here's how you can work with administrator users in WHMCS:

Creating Administrator Users:

  1. Log into WHMCS: Access your WHMCS admin panel using your username and password.

  2. Navigate to Administrator Management:

    • Go to "Setup" > "Staff Management" > "Administrators".
  3. Add a New Administrator:

    • Click the "Add New Administrator" button.
  4. Fill in Administrator Details:

    • Provide the administrator's name, email address, username, and password.
    • Assign roles and permissions based on the individual's responsibilities.
  5. Choose Permissions and Roles:

    • WHMCS provides several predefined roles such as "Full Administrator," "Support Manager," "Billing Manager," etc.
    • You can also create custom roles with specific permissions.
  6. Define Permissions:

    • Assign permissions to administrators based on their roles. Permissions control what actions and areas of WHMCS the administrator can access and modify.
  7. Specify Client Groups (Optional):

    • You can restrict administrators to specific client groups, allowing them to manage only those clients.
  8. Set Email Notifications:

    • Choose whether the administrator should receive email notifications for various events within WHMCS.
  9. Save the Administrator Profile:

    • Click the "Save Changes" button to create the administrator account.

Managing Administrator Users:

  1. Edit Administrator Details:

    • To modify an administrator's permissions or other details, go to "Setup" > "Staff Management" > "Administrators," select the administrator, and click "Edit."
  2. Adjust Permissions:

    • Within the administrator's profile, you can modify their permissions by selecting or deselecting checkboxes for specific actions and areas.
  3. Change Roles:

    • Change the administrator's role to adjust their permissions quickly.
  4. Revoke or Limit Access:

    • If needed, you can revoke access or limit access to certain client groups, making administrators responsible for specific segments of your client base.
  5. Delete Administrator Users:

    • To remove administrators, go to "Setup" > "Staff Management" > "Administrators," select the administrator, and click "Delete."

Best Practices:

  • Least Privilege Principle: Assign permissions based on the principle of least privilege, meaning administrators should only have the permissions necessary to perform their roles.

  • Regular Auditing: Periodically review and audit administrator accounts and their permissions to ensure they align with your business needs and security requirements.

  • Strong Passwords: Encourage administrators to use strong passwords and follow security best practices.

  • Two-Factor Authentication (2FA): Enable 2FA for administrators to enhance security.

  • Log and Monitor: Monitor administrator activity using WHMCS logs to detect any suspicious actions.

Managing administrator users effectively is crucial for the security and smooth operation of your WHMCS-based hosting business.

  • 0 Users Found This Useful
Was this answer helpful?