cmo Posted May 1, 2009 Share Posted May 1, 2009 We have a good number of clients that run the business but don't run the tech support. They have staff for it and want their staff to submit issues thru the ticket system. How can we add or allow one or more staff of my clients without asking them to register as new clients? We tried one client and asked him to add his staff as another client but this is not the proper way and will give us wrong counting of number clients. Is there anything like this already in place? 0 Quote Link to comment Share on other sites More sharing options...
Retired Forum Member WHMCS Joe Posted May 1, 2009 Retired Forum Member Share Posted May 1, 2009 Hi Please review the following > http://wiki.whmcs.com/Client_Management#Adding_a_Contact Joe 0 Quote Link to comment Share on other sites More sharing options...
cmo Posted May 2, 2009 Author Share Posted May 2, 2009 Hi Please review the following > http://wiki.whmcs.com/Client_Management#Adding_a_Contact Joe Thanks. I copied the info here: +++++++++++++++++++++++ Adding a Contact To add a new contact, begin by locating the client in your WHMCS and entering their Clients Summary page and then click on the Contacts tab. If they already have existing contacts setup, the first of these will be shown - in this case, you need to choose Add New from the dropdown menu. If they don't have any contacts setup then you can just proceed with entering the details of the new contact. Clients can also manage contacts from the client area themselves. The minimum required fields are First & Last Name and Email Address. The other fields are optional when adding a contact from the client area. You will see an Email Notifications section with 5 checkboxes for each of the five email categories that you can assign this contact to. Just tick the boxes for the email groups you want this contact to receive. Once completed, simply click the Add Contact button to complete the process. ++++++++++++++++++++++++ Now If my client adds a contact here, who is his staff, can his staff login using that staff's email? My client wants his staff to just take care of tech support/tickets submission and does not want his staff to see his account details, invoices, package/services. Please advise if by adding new contacts, the above mentioned can be done. Thanks. 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted May 3, 2009 Share Posted May 3, 2009 No, there's still only one login; contacts just receive emails. 0 Quote Link to comment Share on other sites More sharing options...
cmo Posted May 3, 2009 Author Share Posted May 3, 2009 It will be nice if there is something replicated to our clients like we do to our billing, support, and sales staff. they have their own login. 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted May 3, 2009 Share Posted May 3, 2009 Refer to the Feature Request forum, where it has been discussed in the past. 0 Quote Link to comment Share on other sites More sharing options...
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