In WHMCS, managing administrator roles is essential for controlling the level of access and permissions granted to different staff members within your hosting business. Admin roles help ensure that each administrator has appropriate access to specific features and areas of the WHMCS admin area. Here's how you can manage administrator roles:

Creating or Editing Administrator Roles:

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

2. Navigate to Administrator Roles:

   • Go to "Setup" > "Staff Management" > "Administrator Roles."

3. Create a New Role:

   • To create a new administrator role, click the "Add New Role" button.

4. Edit an Existing Role:

   • To modify an existing role, click on the role name in the list of roles.

5. Define Role Details:

   • Provide a unique role name and description for the role.

6. Assign Permissions:

   • Assign specific permissions to the role by checking or unchecking the checkboxes next to various actions and areas of WHMCS.
   • Permissions control what administrators with this role can access and modify.

7. Client Group Permissions (Optional):

   • You can set permissions specific to client groups. This allows you to restrict or extend access to certain client groups for administrators with this role.

8. Save the Role:

   • Click the "Save Changes" button to create or update the role.

Assigning Roles to Administrators:

1. Edit Administrator User:

   • To assign a role to an administrator, go to "Setup" > "Staff Management" > "Administrators."
   • Select the administrator you want to assign a role to and click "Edit."

2. Choose the Role:

   • In the administrator's profile, locate the "Role" field and select the appropriate role from the dropdown menu.

3. Save Changes:

   • Click the "Save Changes" button to apply the role to the administrator.

Managing Roles and Permissions Best Practices:

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

• Regular Review: Periodically review and audit administrator roles and 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.

By carefully defining and assigning roles and permissions in WHMCS, you can ensure that your staff members have the right level of access while maintaining security and control over your hosting business.

In WHMCS, administrators can be assigned specific roles, each with its own set of permissions. This helps in controlling access and responsibilities within the WHMCS system. Here's how you can manage administrator roles:

Creating Administrator Roles:

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

2. Navigate to Administrator Roles:

   • Go to "Setup" > "Staff Management" > "Administrator Roles".

3. Add a New Role:

   • Click the "Add New Role" button.

4. Define Role Details:

   • Provide a name and description for the new role. This should clearly indicate the responsibilities associated with this role.

5. Set Permissions:

   • In the "Permissions" tab, you can define which areas and functions of WHMCS the administrators with this role will have access to.

   • For each section (e.g., "Clients", "Orders", "Support", etc.), you can select the specific actions and functionalities that administrators with this role can perform.

   • Use the checkboxes to grant or restrict access to various parts of the WHMCS system.

6. Assign Clients Groups (Optional):

   • You can restrict administrators with this role to specific client groups. This means they will only be able to manage clients within those groups.

7. Save the Role:

   • Click the "Save Changes" button to create the role.

Editing or Modifying Roles:

1. Edit Role Details:

   • To modify an existing role, go to "Setup" > "Staff Management" > "Administrator Roles," select the role you want to edit and click "Edit".

2. Adjust Permissions:

   • In the "Permissions" tab, you can modify which areas and functions WHMCS administrators with this role have access to.

3. Assign/Remove Client Groups (Optional):

   • You can also adjust the client groups that administrators with this role are assigned to.

4. Save Changes:

   • Click the "Save Changes" button to update the role.

Deleting Roles:

1. Delete a Role:

   • To remove a role, go to "Setup" > "Staff Management" > "Administrator Roles," select the role you want to delete and click "Delete."

   • Be cautious when deleting roles, as it may impact the permissions of administrators assigned to that role.

Assigning Roles to Administrators:

1. Edit Administrator Details:

   • To assign a role to an administrator, go to "Setup" > "Staff Management" > "Administrators," select the administrator you want to assign a role to, and click "Edit."

2. Select Role:

   • In the administrator's profile, select the appropriate role from the "Role" dropdown menu.

3. Save Changes:

   • Click the "Save Changes" button to update the administrator's role.

Remember to assign roles based on the principle of least privilege, ensuring administrators only have the permissions necessary for their specific responsibilities. Regularly review and update roles as needed to align with your business needs.