Users Tab
Users can own multiple client accounts, allowing a single user to switch between accounts and manage each separately.
You can access this tab when you view a client’s profile at Clients > View/Search Clients.
Associate a User
You can associate a user with a client by sending an invitation to the user’s email address. If they are already a user, they can log in to the Client Area as their newly-associated client using their existing login credentials. If the email address does not correspond to an existing user, they can create one.
After you add or associate a user, they will display in the list of users.
- Click Resend Invite to resend the invitation email.
- Click Cancel Invite to cancel the invitation.
Manage
Click Manage to manage the user within the context of this client.
Manage Users
Click Manage User to update the user’s name, email address, permissions, or security questions, to disable Two-Factor Authentication or to transfer account ownership to the user. Disabling security questions for the user removes their current security question and answer and allows them to set a new one in the Client Area.
Reset a User Password
To reset a user’s password, click the arrow next to Manage User and select Password Reset. Click OK on the confirmation window that appears and the system will send a password reset email to the user.
Revoke Access
To revoke a user’s access to a client, click the arrow next to Manage User and select Remove. This will remove the user’s access to the client but will not delete the user from WHMCS.
Last modified: September 9, 2024