only auto-provision for existing

[wispr]

Tick this box to always leave orders by new clients pending for manual review (no auto setup/registration)

 

What defines a "new client"? In our example, we manually created an account. On the same day, the end user logged into the client area and ordered a domain. We have the boxed checked, meaning that auto-provisioning only happens for existing clients. In this instance, the domain was not automatically registered.

 

Is a new client a time-bound definition, meaning anyone older than 7 days or whatever arbitrary number is not new? Or do they have to have another existing product/service/domain?

[bear]

New client means not yet in the system. If the account exists already, they're not new.

[wispr]

The account was pre-existing in this case then, albeit by just a few minutes. Any ideas why it still wouldn't auto-provision? Default registrar is set and it is supposed to register after a successful payment, which was made as well.

[bear]

Have you looked at the docs yet?

 

This is probably what you need: http://docs.whmcs.com/Ordering_Tab#Only_Auto_Provision_for_Existing

[wispr]

that was the exact link I was looking for, thanks bear. Looked at a dozen different pages, just didn't get to that one.

 

So the short answer for anyone else: a new client is anyone without an active order.

[And then there was one les]

The system there could be improved a little. Possibly allowing for terminated accounts to count as an existing client, they have also passed our fraud checks.

 

That said, I thin skipping the checks at all might not be such a good idea. The checks take no time at all really to complete and it gives us a chance to audit the clients data. Consider it a data integrity feature.