Video: Setup Administrative Roles in WHMCS


This video tutorial provides Step-by-Step instructions for setting up administrator roles within your WHMCS installation.

The following is a transcript from the above video:

How to Manage Administrator Accounts in WHMCS

This tutorial assumes you've already logged into your WHMCS admin panel.

Now, let's learn how to manage admin accounts. Click the "Setup" tab. Click "Staff Management", then click "Administrator Users". From here, you can add, remove, or edit administrator accounts.

Let's go ahead and add a new admin. Click "Add New Administrator". You can define and assign administrator roles. Choose a role for this new admin. Enter the new administrative details. Select the departments to assign this administrator to and indicate if you want them to get ticket notifications. Enter a signature to append to the admin's ticket responses. You can also select a different template and language for this administrator. Finally, enter your own admin password to confirm the changes. Then, click "Save Changes".

That's it. We've successfully added a new administrator account. This is the end of the tutorial. You now know how to manage administrator accounts in WHMCS.

Conclusion

You know know the steps for setting up administrative roles within your WHMCS installation.

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