How to Add Staff Members in WHMCS

You first need to login to WHMCS to accomplish this task.

1. Hover on “Setup” on the menu tabs at the top, and navigate to “Staff Management“, hover on it and another submenu will appear. Select “Administrator Users“.

image showing how to add new staff members in WHMCS

2. If you are accessing “Setup” for the first time since you logged in, you might have to input your admin password for security purposes.

image showing how to add new staff members in WHMCS

3. On the new page you are in select “Add New Administrator“.

image showing how to add new staff members in WHMCS

3. You can now add new administrators.

image showing how to add new staff members in WHMCS

Please note: At the “Administrator Role” field there is a drop-down. In most cases, you do not want to give other staff members all the privileges in the WHMCS system. By default, WHMCS has three administrator roles; one is the “Full Administrator“, the second is the “Sales Operator” and the last is the “Support Operator“. If you give someone the role of a “Full Administrator”, bear in mind that they have the same powers as you do. We will look at how to manage, add and delete administrator roles below.

image showing how to add new staff members in WHMCS


How to Manage Administrator Roles in WHMCS

1. Hover on “Setup” on the menu tabs at the top, and navigate to “Staff Management“, hover on it and another submenu will appear. Select “Administrator Roles“.

image showing how to add new staff roles in WHMCS

2. If you are accessing “Setup” for the first time since you logged in, you might have to input your admin password for security purposes.

image showing how to add new staff roles in WHMCS

3. On the new page you are in select “Add New Role Group“.

image showing how to add new staff roles in WHMCS

4. Input the name of the new group and click “continue”.

image showing how to add new staff roles in WHMCS

5. There will be a long list of permissions you can grant to this group, the widgets that will be visible to them, report access controls and the type of emails to get. Configure this as you desire for the group.

image showing how to add new staff roles in WHMCS

6. Save Changes. You can always come back to manage this group by selecting any of the two icons on its row.

image showing how to add new staff roles in WHMCS

The first button is for editing the group access controls. If you want to add more permissions or reduce privileges, click that icon. The second icon will delete the group.

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