Include link to reset password in Client Signup Email
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Joe Davis shared this idea 3 years ago
- Clients
- 3 Comments
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When manually creating clients, the process to get the user to create their password is extremely cumbersome. It would be great if we could include a link in the Client Signup Email that allows the client to immediately set their password.
Currently, the workflow for getting a manually-created client to set their password the first time is:
1. Client signs up for services via the phone or after an in-person meeting and signing of a physical contract.
2. We setup the client's account in WHMCS and send them the Client Signup Email.
3. Client Signup Email doesn't contain a password so we ask the client to click a link in the email that takes them to the password reset request page on our WHMCS site.
4. Client enters their email address on our site and WHMCS tells them to check their email for further instructions.
5. Client checks their email and clicks the "Reset your password" link.
6. Client enters their desired password on the page.
7. Client can click the continue button and finally be logged into the site.
So, if we were able to include a merge field in the Client Signup Email template that would send the client to a specific WHMCS page allowing them to set their password, the workflow would be simplified to this:
1. Client signs up for services via the phone or after an in-person meeting and signing of a physical contract.
2. We setup the client's account in WHMCS and send them the Client Signup Email.
3. Client clicks the link to in the email which takes them to our WHMCS site where they enter their new password.
4. Client is logged in. Done.
Currently, the workflow for getting a manually-created client to set their password the first time is:
1. Client signs up for services via the phone or after an in-person meeting and signing of a physical contract.
2. We setup the client's account in WHMCS and send them the Client Signup Email.
3. Client Signup Email doesn't contain a password so we ask the client to click a link in the email that takes them to the password reset request page on our WHMCS site.
4. Client enters their email address on our site and WHMCS tells them to check their email for further instructions.
5. Client checks their email and clicks the "Reset your password" link.
6. Client enters their desired password on the page.
7. Client can click the continue button and finally be logged into the site.
So, if we were able to include a merge field in the Client Signup Email template that would send the client to a specific WHMCS page allowing them to set their password, the workflow would be simplified to this:
1. Client signs up for services via the phone or after an in-person meeting and signing of a physical contract.
2. We setup the client's account in WHMCS and send them the Client Signup Email.
3. Client clicks the link to in the email which takes them to our WHMCS site where they enter their new password.
4. Client is logged in. Done.
Merged Ideas
Auto generate a password while creating a new client account
Hi,In version 8.0.4 when I try to add a new client I have to add a password during the client creation process or else I get error while In version 7.10.2 I can create a new client without adding such a password.Please consider implementing one of the following solutions ASAP:1. This is the best option: Auto generate a strong password for each user. If the user is requesting a different password he can do it via the client area or by asking us to send him the reset password email - but the baseline will be secure password. in this way you can remove the password field from the create new client process.2. Same as above - but without removing the password field - so if we want to create a custom password when creating a new client / user. if we will leave this field empty the system will auto-generate a strong password for the client.3. Use the built-in password generator in the browser (chrome for instance ) - so when the admin will click on the password field the browser will automatically offer a strong password.4. Add the WHMCS generate password button to the admin side so when an admin is creating a new client he will be able to generate a strong random password as part of the client creation process (just like the one other users will have at the client side).Any way - forcing us to manually create a password for the customer is wrong and cumbersome and really a security risk.Please vote...Regards,Ram
Hi,In version 8.0.4 when I try to add a new client I have to add a password during the client creation process or else I get error while In version 7.10.2 I can create a new client without adding such a password.Please consider implementing one of the following solutions ASAP:1. This is the best option: Auto generate a strong password for each user. If the user is requesting a different password he can do it via the client area or by asking us to send him the reset password email - but the baseline will be secure password. in this way you can remove the password field from the create new client process.2. Same as above - but without removing the password field - so if we want to create a custom password when creating a new client / user. if we will leave this field empty the system will auto-generate a strong password for the client.3. Use the built-in password generator in the browser (chrome for instance ) - so when the admin will click on the password field the browser will automatically offer a strong password.4. Add the WHMCS generate password button to the admin side so when an admin is creating a new client he will be able to generate a strong random password as part of the client creation process (just like the one other users will have at the client side).Any way - forcing us to manually create a password for the customer is wrong and cumbersome and really a security risk.Please vote...Regards,Ram
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You Merged my feature request in to this one - but I'm not sure that my feature request and the one Joe Davis added are similar.
Any way - You implemented in version 8.3 beta 1 option #4 I requested :
4. Add the WHMCS generate password button to the admin side so when an admin is creating a new client he will be able to generate a strong random password as part of the client creation process (just like the one other users will have at the client side)
So thanks!
Regards,
Ram