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Presales questions: login/username settings, integration


Lesli

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Hello,

 

I've been reading the forums, looking at the online demos, evaulating the product, and I have a few questions I'd like answered before I download the trial version.

 

1) Client login - I see that the client login (on the demo) is the client's email address. Is there a way to make the login match up with, say, the client's cpanel login? (I'd like to be able to give my clients as few things to remember as possible.)

 

2) Cpanel integration - is there a way I can specify the cpanel login name format? (For example - first four letters of last name, first four letters of first name?)

 

3) Integration with other apps - when I integrate this with another application on my site (not the control panel), can this password be synched with the other application? That is, when the client changes their password in one place, will it be changed in both?

 

4) Hiding options/User Groups - I don't want all the various client-side links (such as downloads) to be displayed to all of my clients. Is there a way to display certain links only when people are logged in, and then only display the links depending on the client type?

 

Thank you,

 

Lesli

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Hi Lesli, the login for whmcs is email address, and from what i can gather its gonna stay that way, with regards to matching it to cpanel to give them less to remember, they dont need to remember their cpanel details as they are stored in the client area for them.

 

With regards to cpanel integration and selecting the username, it uses the first 8 of the domain and i think thats also the way whm sets up accounts for cpanel

 

Integration with other apps, whmcs is nicely integrated to kayako for advanced support systems, for your actual site it would help us if you gave more details, ie are you using a cms and if so. which one, joomla, e107???

 

finally, you can use the if logged in command on the templates files, im not 100% sure on how to do this as i simply leave them as they are, they all suit me

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Hi Mark,

 

Thanks for your answers.

 

I have people regularly trying to crack into accounts on the server by guessing usernames (who doesn't?) and several clients who aren't all that great about password security (neither choosing a complex one nor changing it at least once every two years), so was really hoping to be able to set the cpanel username choices to something that won't necessarily be public. Is there a way to configure how WHMCS selects the cpanel username? Or alternately, is there a way to go in and change the cpanel login details on the WHMCS side?

 

In looking through the client demo again, I can't locate where

 

I'm using EE as my CMS, and wanted to have them integrated as far as WHMCS creating an EE account once a client is manually approved (same login details as CPanel, same creation-time as the cpanel account, account deletion simultaneous with cpanel account). The support forum accounts and all support documentation are stored in EE.

 

I don't plan on using another helpdesk application. WHMCS has a helpdesk function, it does the basic job, that's good enough. (It also gives me one less app to integrate/update/maintain/buy, and my clients one less place to log in.) I also don't plan on using WHMCS' knowledgebase or announcements features - I plan on keeping that information in my primary site application, along with the bulk of my client support documentation. I can simply comment those two links right out of the WHMCS template files, though. The server status, affiliates link, and domain availability checker...I'd only like those to be available to registered, logged-in hosting clients.

 

I'd also like to be able to either consolidate the My Hosting Packages/My Domains/My Products and Services pages, so that clients don't accidentally miss something; or I'd like to show those links only to those clients who have something in them. For example, a document production client wouldn't need to see any mention of hosting packages or domains. Is this possible?

 

(Sorry for the rambling - I'm on my first cup of coffee.)

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Integration with other apps, whmcs is nicely integrated to kayako for advanced support systems, for your actual site it would help us if you gave more details, ie are you using a cms and if so. which one, joomla, e107???

 

Hi outhost,

 

I am not the OP but I need to know if whmcs will integrate with my main website, which is in Joomla. Is there such an integration already so that whmcs may look a joomla module or part of the website (not the main issue though), and mainly, will it integrate in such a way that the Joomla login is already the whmcs login or vice-versa? I would not like to keep separate login and password databases, this confuse users, I'd like to have a main login and password portal for everything (my website, customers area, billing, online shopping cart), as I also sell dedicated servers and bandwidth, and not only shared hosting.

 

Regards,

Rafael

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Hi outhost,

 

I am not the OP but I need to know if whmcs will integrate with my main website, which is in Joomla. Is there such an integration already so that whmcs may look a joomla module or part of the website (not the main issue though), and mainly, will it integrate in such a way that the Joomla login is already the whmcs login or vice-versa? I would not like to keep separate login and password databases, this confuse users, I'd like to have a main login and password portal for everything (my website, customers area, billing, online shopping cart), as I also sell dedicated servers and bandwidth, and not only shared hosting.

 

Regards,

Rafael

WHMCS does NOT act as a module or component. Some use it in an iframe, but most just skin whmcs to match their Joomla install. I am not aware of any login share that would work but others that have integrated the 2 may know better.
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Hi outhost,

 

I am not the OP but I need to know if whmcs will integrate with my main website, which is in Joomla. Is there such an integration already so that whmcs may look a joomla module or part of the website (not the main issue though), and mainly, will it integrate in such a way that the Joomla login is already the whmcs login or vice-versa? I would not like to keep separate login and password databases, this confuse users, I'd like to have a main login and password portal for everything (my website, customers area, billing, online shopping cart), as I also sell dedicated servers and bandwidth, and not only shared hosting.

 

Regards,

Rafael

 

i am not an authority on whmcs far from it infact, but afaik someone has managed to integrate joomla and whmcs (inc user id's)

 

With regards to loginshare between whmcs and kayako, NO, it does not share usernames and passwords, it works by kayako opening in whmcs as an iframe (maybe not but thats my assumption), it then sees the email address in the whmcs account and that is how tickets are associated to users, if you were to use the email piping and send a test using an email address registered in whmcs you would get an email back telling you a password to use in kayako, the login share does not exist, i wish it did, but alas, no

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