How to change your account settings in WHMCS

WHMCS 5 setup series

How to change your account settings in WHMCS

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

Now let’s learn how to change our account settings.

1) Click my account.

On this page, you can edit your account details such as your name and email address.

2) You may want to set a signature to be automatically appended on the end of your support ticket responses.

3) You can also choose and set template for this admin interface.

4) You can also sign up to receive notifications when new tickets or responses are made. By default it will be checked.

5) If you want to change password. Please enter new password two times here or else leave them blank.

6) After you done, click save changes.

That’s it! You now know how to change your account settings in WHMCS.

How to manage administrators in WHMCS

WHMCS 5 setup series

How to manage administrators in WHMCS

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

Now let’s learn how to manage administrators.

1) Go to the setup menu.

2) And click administrators.

Here we can see a list of the exisiting administrators.

Let’s create a new admin.

3) Click add new administrator.

First, decide which role this administrator should fulfill. You can add to or customize the default roles on the admnistrator roles page of the setup menu.

4) Click the dropdown menu to choose from the list of available administrator roles.

5) Enter a first and last name for the new admin.

6) Type the admin’s email address.

7) Enter username here.

8) Type a password and confirm it.

9) If this user should belong to a department, select it here.

10) You can also edit this admin’s support signature.

11) You can also choose and select template for admin interface for the administrator you are creating.

12) Check this box to enable support ticket notifications for the administrator.

13) After you are done, click save changes.

The admin has been successfully added! Scroll right.

To edit an existing admin, click this icon.

To delete an admin, click this icon.

That’s it! You now know how to manage administrators in WHMCS.

How to configure general settings in WHMCS

WHMCS 5 setup series

How to configure general settings in WHMCS

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

Now let’s learn how to configure general settings.

1) Go to the setup menu.

2) Click general settings.

On this first tab, you can change your company name, email address, domain and more.

Let’s make some changes.

Scroll down.

3) You can change template, what WHMCS use.

4) Click save changes.

5) Go to the localisation tab.

Here you can change your default country and language.

6) Click ordering.

This is where you can change your ordering options. If you dislike the default order form template, try them all until you find the one you like the best.

7) More web hosts will probably want to require their clients’ acceptance of the terms of service. Be sure to enter the URL to your TOS page in the box below.

Customize any other options then scroll back up.

8) Go to domains.

Set your domain options here. The defaults should be fine for most purposes.

As you can see, you can set default name servers, and default client details. After you all done, go scroll top.

9) Click mail.

On this page, you can set up your mail and SMTP settings.

10) Go to support.

WHMCS allows you to install support modules that integrate it with a standalone support solution such as Kayako. This is where you choose the support module you wish to use.

That’s it! You now know how to configure general settings in WHMCS.

11) Look over the other tabs and change any options you want, then click save changes.

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.

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.