User roles allow you to manage user authorization, to specify the areas users are allowed to access. You can assign user roles to groups of users as a unit, such as billing, sales, support, and so on. Access the User Roles Page From the...
Once you have configured domain management billing, you can add, transfer and register domains for your clients. Once a domain is set for your client, your domain management service handles automatic domain renewals. You can pre-bill domain...
Ubersmith currently supports importing data directly from WHMCS. Ubersmith can import clients, contacts, products, client products, and also performs a transfer of current balances due. To import from WHMCS, go to the Import link in Settings. Choose...
Brands allow you to have different subsets of clients with different sets of configurations and plans for each. When you add a brand, not only must you configure the brand itself, but you will also need to configure other settings. ...
Once you have created contact roles, you can perform various actions on them. Editing Contact Roles Access the Contact Roles page From the Contact Role’s row, click edit. The Contact Role page appears. Make any necessary...
When the module runs, a templated email is sent to any users with access to the order that has opted to receive notifications. In the From field, enter the email address that is sending the email. In the Admin Subject field, enter...
Service plan upgrades are initially defined separately from service plans in order to configure multiple upgrades at once. Once you have finished configuring your upgrades, you can then assign them to one or more service plans. For example, if...
Contacts are specific users you can add to a client beyond the primary contact. They can be configured with Client Portal access, permissions and roles. Contact’s email address are also used to automatically associate tickets with client...
Once you have created a contact, you can perform various actions on it. Access the View Contact Page There are several ways to access contact information to manage it, but the View Contact page provides the most configurable...
Contact roles allow you to manage your client’s contacts authorization, to specify the areas they are allowed to view or edit. You can assign roles to groups of contacts as a unit, such as billing, sales, support, and so on. ...