HostMaria Posted June 8, 2020 Share Posted June 8, 2020 Good morning, what is the proper way to add tech support person to WHMCS? Thank you, Helmuts 0 Quote Link to comment Share on other sites More sharing options...
HostMaria Posted June 8, 2020 Author Share Posted June 8, 2020 I have found https://docs.whmcs.com/Support_Departments but it would be really nice to hear some real life experience :) 0 Quote Link to comment Share on other sites More sharing options...
HostMaria Posted June 8, 2020 Author Share Posted June 8, 2020 The problem is: adding as a "Support Operator" doesn't allow him to see clients nor orders. Is there a way around apart from granting him full administrator access? Thank you 0 Quote Link to comment Share on other sites More sharing options...
brian! Posted June 8, 2020 Share Posted June 8, 2020 before you get to support departments, you would need to create their admin account and assign them their role level - that will determine what they can access within WHMCS. https://docs.whmcs.com/Administrators_and_Permissions 4 minutes ago, HostMaria said: Is there a way around apart from granting him full administrator access? modify the permissions of the Support Operator role - or create a new role for this purpose and assign him to it. 1 Quote Link to comment Share on other sites More sharing options...
HostMaria Posted June 8, 2020 Author Share Posted June 8, 2020 Just now, brian! said: before you get to support departments, you would need to create their admin account and assign them their role level - that will determine what they can access within WHMCS. https://docs.whmcs.com/Administrators_and_Permissions modify the permissions of the Support Operator role - or create a new role for this purpose and assign him to it. Fantastic! Thank you Brian. H 0 Quote Link to comment Share on other sites More sharing options...
HostMaria Posted June 9, 2020 Author Share Posted June 9, 2020 huhh.. so many fields :) Can somebody share their settings for their support team members, please? Thank you 0 Quote Link to comment Share on other sites More sharing options...
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