How to log in to and become familiar with the WHMCS admin area

WHMCS 5 setup series

How to log in to and become familiar with the WHMCS admin area

1) First type your username.

2) Type your password.

3) Choose the remember me option, if you want.

4) Finally, click login.

The first page you’ll see is the admin summary page. This is where you can view statistics and a list of recent activity, among other things.

You also have access to a number of shortcut links in the menu here.

Success! You’re now logged in as the administrator.

5) At any time, you can switch to the client area by clicking this link.

Look to the right.

Once you have some clients and other information entered into the system, the intelligent search box at right will enable you to quickly find the pages you’re looking for.

If you ever get lost, the help menu contains a number of links to help you get back on track. Browse the documentation, make a support request or participate in the community forums whenever you need additional help.

Look to the left again.

6) Now let’s log out.

This is the end of the tutorial. You now know how to log in and out of WHMCS and should have a good idea about how to find your way around.

How to set up the WHMCS cron job using cPanel

WHMCS 5 setup series

How to set up the WHMCS cron job using cPanel

This tutorial assumes you’ve already logged in to your WHMCS admin panel.

In order for WHMCS to be able to perform automated tasks such as invoicing and account suspension, you must first set up what’s known as a cron job.

This can be done in many common control panels such as cPanel, which is what we’ll be using for this tutorial.

1) Before going into cPanel, first go to setup.

2) Click automation settings.

WHMCS provides you with the command necessary to run the cron job using PHP.

3) Copy the command.

4) Proceed to cPanel.

Scroll down to find the cron jobs link.

5) Click cron jobs.

6) Here, you can enter the e-mail address to which the cron job will send output, if any.

7) Click more link to enter/modify email address.

8) There is no email set to receive notifications. Let’s set one.

9) Click update email.

Now let’s setup cron job. Scroll down little bit.

10) Paste the command here.

11) You can set time yourself or can choose from drop down.

12) In this case, for WHMCS we need to set cron job run daily, so select once a day.

13) Click add new cron job.

That’s it! You now know how to set up the WHMCS cron job in cPanel.

How to enable database backups in WHMCS

WHMCS 5 setup series

How to enable database backups in WHMCS

This tutorial assumes you’ve already logged in to your WHMCS admin panel.

Taking regular backups is critical, especially when you have customer depending on your site and the information it contains.

WHMCS has two built-in solutions you can enable to make automatic powered by ausweb every single day, whenever the cron job is set to run. Make sure the cron job is indeed set up, or backups will not function at all.

For assistance setting up the cron job, watch the tutorial earlier in the series.

1) Go to setup.

2) Mouse hover other.

3) Click database backups.

4) You can choose to make daily email backups or daily remote ftp backups. Leave the respective fields blank to disable a particular method.

Both methods can be enabled to run simultaneously, and that’s probably ideal. Having extra backup is never going to be an issue.

5) Start by entering an email address, preferably something that isn’t hosted on the same server as WHMCS.

6) Then, fill in the FTP information for a remote server. Backing up to the server that hosts WHMCS is possible, but leaves more room for failure.

7) When finished, click save changes.

Daily database backups are now enabled. Be sure to keep an eye on the backups at first to ensure that everything is working properly.

This is the end of the tutorial. You now know how to enable daily database backups in WHMCS.

How to manage security questions in WHMCS

WHMCS 5 setup series

How to manage security questions in WHMCS

This tutorial assumes you’ve already logged in to your WHMCS powered by ausweb panel.

Now let’s learn how to manage security questions.

1) Go to the setup menu.

2) Mouse hover other.

3) Click security questions.

4) Type a question and click save changes.

The security question shows up here.

5) To delete a security question click the red button.

This is the end of the tutorial. You now know how to manage security questions in WHMCS.

How to set up fraud protection in WHMCS

WHMCS 5 setup series

How to set up fraud protection in WHMCS

This tutorial assumes you’ve already logged in to your WHMCS admin panel.

Fraud is an unfortunate part of doing business on the internet. WHMCS helps you combat fraud by letting you enable one of three popular fraud protection modules.

1) Click setup.

2) Click fraud protection.

You may only have one fraud module enabled at a time. Note that you must already have an account with the provider of your choice before you can enable its module here.

3) Choose one of the three modules; we’ll use Maxmind. Then click go.

4) Check this checkbox to enable this anti-fraud module.

5) Enter your MaxMind license key.

You can reject outright orders that trigger one of these flags by clicking the checkbox next to each of them.

6) Next specify the maximum allowed MaxMind fraud risk score. Any orders that receive a higher score than this are considered fraudulent and will be blocked.

7) Indicate the fraud score when phone verification starts being required.

8) Last, choose the language in which the call should be placed. We’ll leave it as English.

9) Then, click save changes.

The other two fraud modules can be set up in a similar fashion, if you’d prefer one of those.

Note that the settings shown here are just examples; you’ll need to find out what will work best for your purposes.

This is the end of the tutorial. You now know how to set up fraud protection in WHMCS.