In this tutorial you will learn how to add a staff member in WHMCS, this is crucial to growing companies that are wanting to add more members to their team. Adding a staff member is easy and has a lot of different options, but in this tutorial I will just be showing you the basics of how to add a staff member. If you have not purchased WHMCS you can do so via WHMCS.com or LicensePal.com if you would like to get it at a cheaper price. You must also have WHMCS already installed to be able to use this tutorial, WHMCS is very easy to install and is pre-packaged with instructions on how to do so.
Step 1.) Login to your WHMCS admin panel.
Step 2.) Find the “Setup” tab on the main navigation.
Step 3.) Find the link when hovering named “Administrators” and click on that.
Step 4.) Once you’re on that page it will list your current account and other accounts (If you have added other accounts).
Step 5.) Above all of the accounts you should find a link that says “Options: Add New Administrator”, you will need to click that.
Step 6.) Once you’re on that page, you will have some fields and options to fill out, make sure in the “Administrator Role” field you choose the correct position for that staff member, you can add new administrator roles however that will be added in another tutorial on how to do that.
Step 7.) Once you’ve filled everything out you should be done, if you need any help feel free to comment below and we’ll do our best to help you out!