Create a Sub-Account for Billing
Creating a Subuser Account in WHMCS: A Step-by-Step Guide
In WHMCS, a subuser account allows you to grant limited access to specific sections of your billing and client management system. This feature enhances security by reducing the need to share your primary admin credentials with others, and it helps ensure that individuals have only the necessary permissions to perform their tasks. In this knowledge base article, we'll walk you through the process of creating a subuser account in WHMCS, highlighting the security benefits along the way.
Step 1: Logging into WHMCS
Access WHMCS: Open your web browser and navigate to your WHMCS admin panel by entering your website's URL followed by "/admin" (e.g., https://yourdomain.com/admin).
Login: Enter your primary admin username and password to log in.
Step 2: Accessing the Subuser Interface
Navigate to Setup: In the left-hand sidebar, click on "Setup."
Choose Staff Management: Under the "Other" section, select "Staff Management."
Step 3: Creating a Subuser
Add New Staff Member: Click the "Add New Staff Member" button.
Fill in Details:
- Full Name: Enter the full name of the subuser.
- Username: Choose a unique username for the subuser.
- Email Address: Provide the subuser's email address for communication.
- Password: Set a secure password for the subuser account.
- Permissions: Specify the subuser's permissions by selecting the appropriate roles from the list. You can assign roles like "Support," "Billing," or create custom roles to suit your needs.
Save Changes: Click the "Save Changes" button to create the subuser account.
Step 4: Security Benefits of Subuser Accounts
Creating a subuser account offers several security benefits:
- Granular Control: You can assign specific permissions to subusers, ensuring they only access the necessary functions, reducing the risk of unauthorized actions.
- Audit Trail: Subuser actions are logged, allowing you to track changes made by each subuser, enhancing accountability.
- Enhanced Password Security: Subusers have separate login credentials, reducing the risk associated with sharing primary admin credentials.
- Revocable Access: You can easily revoke a subuser's access if their role changes or if they no longer require access.
Creating subuser accounts in WHMCS is a straightforward process that enhances security and streamlines access control. By assigning specific permissions to subusers, you can ensure that individuals have access only to the areas they need, reducing the risk of unauthorized actions and enhancing the overall security of your billing and client management system.
Updated on: 04/09/2023