Managing Administrators
To set up additional admins, go to Configuration > Configure
Administrators. From here you can view and edit existing operators aswell as
adding new ones. When editing an operator you can change all the details of the
operator including resetting their password. It also allows you to see any notes
they have made for themselves.
Assigning to Departments
To assign an admin to a support department perform the following steps:
- Go to Configuration > Manage Administrators
- Click the edit icon next to the administrator you would like to assign to a
department
- About halfway down the page, you will see a list of all the support
departments in the system, tick the boxes next to the ones you want this admin
account to be a member of
- Once finished, click the Save Changes button
- Only when an admin account is assigned to a department will that admin user
be able to view and respond to tickets in that department.
Configuring Administrator Roles
The administrator roles allow you to fine tune exactly what each of your
admin users can do within your WHMCS administration area. You can setup as many
different role groups as you want and then assign your admins to them as
required. As standard, WHMCS comes with 3 default roles - Full, Sales &
Support Only.
Setting Role Group Permissions
- Begin by going to Configuration > Administrator Roles
- If you want to setup a new role group, click the Add New Role Group link and
enter a name for it. Or alternatively if editing the permissions on existing
group, click the edit icon next to it
- You will then be shown a complete list of the permissions settings for the
group you are creating. Options are provided for each admin area page and for
some, individual controls such as whether values can be edited or records
deleted are provided.
- You can also set the email receiving preferences - system emails, account
emails and support emails
- Once completed, click Save
Assign an Admin to a Role
- To assign an admin to a role, go to Configuration > Administrators
- Next, click the edit icon next to the admin you want to change
- Now in the Role Group dropdown menu choose the role you want to assign the
admin to
- Then click save and the change will take immediate effect
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