Let’s say you have someone from your financing at your institution set to pay for a due invoice, but you don’t want to pass along your account username and password. You can create a separate users to keep your account secure.
Users replace the Sub-accounts functionality that existed previously.
As part of the upgrade to WHMCS 8.0, all sub-accounts will not be migrated over. Equivalent User accounts with the login credentials, access rights and permissions as the Sub-Accounts will need to be invited by the account owner.
Sending the Invite
Account owners can choose to invite a new user to access their account or other users can Request Access from an account owner.
- Log into your Client Area Portal in the top right, click your name, and select User Management.
- A user account with the ability to login can be set up here with permissions to your account. Enter the email address of the user in the textbox under Invite New User.
- As an account owner, you can either select All Permissions or Choose Permissions by checking required checkboxes to restrict access to the user account and then click "Send Invite".
- Once the Invite is sent, you (account owner) will see a success message and a Pending Invites section under User Management.
Note: User may need to have an existing account before you send them an access invite. Else they may not receive the invite email.
Accepting the Invite
- You should receive an invite in your email, like the one shown below, from the account owner to access their account. Click the "Accept Invitation" link to proceed to access the account.
- On the next page, you will either need to either login to your existing Reclaim account (if not created already) or create a new Reclaim account on the accept invite page. Click Login or Register after entering your credentials.
- Finally, click Accept Invite button on the accept invite page.
- You should now be able to access and view the other user's account using your login credentials. The different features in the Client Area Portal may be visible to you depending on the level of access permissions and privileges provided to you by the account owner.
- You can then access the required cPanel account from the Services tab in the Client Area. Refer the Client Area and cPanel Basics guide for additional information.
WHMCS Documentation :