Clients confused regarding "Account details", "Contacts" and "Users".
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Haavard D. shared this idea 3 years ago
- Client Area
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Some of our clients is a bit confused regarding the difference of the mail registered under "Account details", "Contacts" and "Users".
They might update the mail under "Account details" and do not understand that the User is not the same mail.
I do not have any good way of solving this, but I have a few ideas on how to solve it:
1. For a "User" force the client to login with a username and not the mail. When you create a new user you add username, mail, phone number and password. The phone number to be used for 2FA for the user. If we do require a phone number to verify and add 2FA for the user, we might even drop the mail.
2. Add note/description on the top of the "Contacts" page to explain that this is an extra contact and not a user.
3. Add note/description to the "Account Details" page to explain that the "Account Details" mail is not the current user, but the main contact point of the account.
4. Might drop the "Extra Contacts" and implement the function of mail notifications to the "Users". And have the owner to toggle the users if they should be able to login or not to the client area.
Thanks,
Haavard
They might update the mail under "Account details" and do not understand that the User is not the same mail.
I do not have any good way of solving this, but I have a few ideas on how to solve it:
1. For a "User" force the client to login with a username and not the mail. When you create a new user you add username, mail, phone number and password. The phone number to be used for 2FA for the user. If we do require a phone number to verify and add 2FA for the user, we might even drop the mail.
2. Add note/description on the top of the "Contacts" page to explain that this is an extra contact and not a user.
3. Add note/description to the "Account Details" page to explain that the "Account Details" mail is not the current user, but the main contact point of the account.
4. Might drop the "Extra Contacts" and implement the function of mail notifications to the "Users". And have the owner to toggle the users if they should be able to login or not to the client area.
Thanks,
Haavard
WHMCS Team Clarification:
Merge the Contacts feature into the Users feature; providing options for Users to receive notification emails.
Users have a one-to-many relationship with Client Accounts, so notification emails would need to be controlled on a per-account basis.
Merge the Contacts feature into the Users feature; providing options for Users to receive notification emails.
Users have a one-to-many relationship with Client Accounts, so notification emails would need to be controlled on a per-account basis.
Merged Ideas
Merge contacts/users
The current system with profile, users and contacts is confusing most of our clients. For people without a lot of knowledge to the whmcs system and how it works this all those makes things a bit complicated to understand.So my suggestion is that you merge contacts/users to simplify the system. Since the contacts already can have the e-mail registered, i would recommend to allow contacts to login to whmcs. If there is a box to allow login, or allow login for contacts with a password, the users can be "removed". In such way there will only be users with extend contact information.Thanks!
The current system with profile, users and contacts is confusing most of our clients. For people without a lot of knowledge to the whmcs system and how it works this all those makes things a bit complicated to understand.So my suggestion is that you merge contacts/users to simplify the system. Since the contacts already can have the e-mail registered, i would recommend to allow contacts to login to whmcs. If there is a box to allow login, or allow login for contacts with a password, the users can be "removed". In such way there will only be users with extend contact information.Thanks!
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Adding the extra descriptive text can be added via template customisations (account-contacts-manage.tpl and account-user-management.tpl files).