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One User, Many Accounts

By Sarah / August 6th, 2020

What do your customers do when business is booming and they need multiple billing accounts, but they don't want to keep up with multiple logins? We're answering that in WHMCS 8.0, with a new user system that allows access to multiple client accounts.

This is a big shift that addresses one of our most popular feature requests. It's perfect for Managed Service Providers, Web Designers, Developers, Consultants... basically anyone who needs to work with multiple hosting accounts under your brand.

The next big thing
In version 8.0, we've reimagined everything in our authentication and client management systems, and we think we've come up with a powerful solution that's comprehensive, flexible, and, most importantly, useful. We've clearly separated authentication and authorization from the services, billing, and support you provide.

Clients, now called "accounts," own products and services. Think of an account as representing a business or other entity, whoever's the billable party. Users are associated with one or more of those accounts, and can log in and manage them seamlessly. Fine-grained controls easily adjust their access to each account.
So, if a web designer, Cassidy, has multiple websites she develops for multiple customers, she can log in as a single user to manage each of the associated accounts. Cassidy only needs one set of credentials and one email address to access every account she owns. Her customers can still view their own information without seeing the other accounts.

It's a flexible, powerful way to manage users and their accounts in WHMCS.

When you upgrade
What happens when I upgrade? What about contacts and Sub-Accounts? Don't worry, our changes take everything into consideration. When you upgrade to WHMCS 8.0, you won't need to do anything special. Clients' contacts will still be there. Sub-Accounts are no more, but their removal won't change things too much.

If that web designer, Cassidy, previously had two Sub-Accounts for two of her customers, the upgrade will convert those Sub-Accounts to users who can each access the accounts.
We're confident that these changes won't cause any disruption to your operations or for your existing customers.

Inviting users
Cassidy wants access to everything through one set of credentials, so that means invitations need to be sent from each account to the email address for her user. If this doesn't happen, she will still need to use two sets of credentials, since the accounts aren't associated yet.

The users that were formerly Sub-Accounts will remain, too, until someone removes them. Functionally, this means Cassidy has three users she can log in to, but she only needs to use the newest user with access to both accounts.

Sending those invitations is easy to do: account owners can invite new users anytime. Whenever you send an invitation, the invitee will get an email. They just click on the link in the email and log in as an existing user or create a new one.

The Client Area's new User Management section allows the sending of invitations to associate users and accounts. Admins can also use a new tab in the client profile in the Admin Area. The invitations can go to new or existing users and accounts; all you need an email address and WHMCS will take care of the rest.

I want it!
Our new user management system is only available in WHMCS 8.0, so you're going to need to upgrade to take advantage of this.

Ready to get started? You can download the beta release here.

In our next feature spotlight, we'll go more in-depth into the Users and Client Accounts and show the new functionalities such as the ability to invite new users, manage user permissions and more!

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