Credentials needed for customizing a template

[SIM]

Hello guys

If I am using a developer to customize my current whmcs template what are the  must have credentials he need?  I don't want to give more information than I need to

[cdeese8]

I reckon you would just want him to have FTP credentials. If you want to invest more time, you could always just backup your entire WHMCS setup, and developer could do everything local (offline) and not even need to mess around with anything live. BUT, maybe the budget doesn't warrant all that extra setup time. My typical flow is to just use Cyberduck to connect to the VPS hosting WHMCS and I right click edit files to make live changes on save.

You could always snag a dev license and just setup an entire new instance on a subdomain or something too: https://www.whmcs.com/members/index.php/knowledgebase/78/What-is-a-development-license-How-do-I-get-one.html

[brian!]

if they've got their own WHMCS install, then they wouldn't necessarily need access to yours and should be able to develop it locally.

even if they do need access, then they should usually only need access to that specific template folder (or a duplicate of it) - though it all depends on the extent of the modification and whether those changes are going beyond direct changes to the template code.

 

[SIM]

thanks . I created the FTP account and gave him the credentials but I had given him my whmcs credentials  earlier 

[SIM]

thanks . I created the FTP account and gave him the credentials but I had given him my whmcs credentials  earlier