Widgets are a feature of WHMCS Version 5.0 & later that are the building blocks of the admin homepage. They are open-source, movable blocks, which can be granted access to on a per admin role basis depending upon the permissions belonging to that role, allowing administrators to customise exactly what each staff group get to see, and staff to tailor their dashboard to their exact needs.
Looking for a way to get product/domain info & pricing on your site? The functionality for doing that previously referred to as widgets has now been renamed to Data Feeds
WHMCS currently includes the following widgets as standard. But widgets can easily be created by hook and addon module developers and so it's more than likely you will have many more available to you in your installation than this:
|Activity||Recent system activity to keep you up to date with what's happening||View Activity Log|
|Automation||An overview of system automation. Click a miniature graph to see a the full version on the Automation Status page||Configure Automation Settings|
|Billing||An overview of income over four periods; daily, monthly, yearly and all time||View Income Totals|
|Client Activity||A brief overview of the last 5 client logins, including dates/times & IP addresses||List Clients|
|Health||An overview of System Health, links through tot he main System Health Status page||Health and Updates|
|Network Status||Listing your servers and allowing you to check the status (if status url monitoring has been implemented)||None|
|System Overview||An overview of orders and income in graphical format. The timescale can be changed to show daily, monthly or yearly||View Income Totals|
|System Overview Badges||Displayed at the top of the page, the colourful badges provide a quick statistical overview including orders, cancellation, and tickets||None|
|Staff Online||Shows currently logged in staff. If the staff member's email address corresponds with a Gravatar account, the Gravatar image will be used.||None|
|Support||An overview of support awaiting reply tickets, tickets assigned to your account and tickets with recent activity||List Support Tickets|
|To-Do List||An overview of support awaiting reply tickets, tickets assigned to your account and tickets with recent activity||To-Do List|
Each member of staff can have their own personalised admin homepage layout. The widgets are arranged in 3 columns, of unlimited depth.
Widgets can also be minimised or maximised, so that even if a widget is enabled for a particular role group, if an admin doesn't want or need to see it, then they can simply minimise it and move it to the bottom of the screen out of the way.
To do this simply click the "-" icon located to the far right of the title bar for a widget. When minimised where the "-" icon was before, it will now display a "+" icon allowing for the widget to be opened again if needed.
Granting/Restricting Access to Widgets
Access to Widgets is defined on a per admin role group basis. So for example all your Support staff might have access to the Network Status page, and can therefore see the Network Status widget on the dashboard . Whereas your Sales staff may not require this permission so would not see the widget either.
To get started, begin by navigating to Setup > Administrator Roles and then click the edit icon next to the admin role group you want to change.
Widgets designed for WHMCS 5.x to 7.0 can be used in version 7.1.
Once on the permissions page, simply scroll down to the section labelled Widgets and from there you'll be able to enable/disable the Widgets accessible to that group by checking or unchecking the boxes.
When a new widget is first installed into the system, the first thing you will always need to do before you can see & use it is navigate to your admin role group setup area as described above and enable it. Once enabled, you can then navigate back to your homepage and the new widget will appear as the top widget on your dashboard which you can move around and adjust as desired.
All the widgets included in WHMCS by default are open source and fully customisable. You can find & edit the files that control them in the /modules/widgets/ folder.
Or if you are a developer and want to create a widget to extend your existing Server/Provisioning/Registrars/Addon Module, or if you are a user who simply wants to create a custom widget for your own purposes, visit the Creating a Widget page to find out how.