How do I see what upgrades an account is using?
You can view upgrades enabled for a specific account by viewing the icons in the Upgrades column.
To view/add/remove product upgrades from an account:
- Search for the specific account
- Select the pencil icon
- Select the checkbox to add/remove an upgrade from the user's dashboard
View the icons in the Upgrades column to see the upgrades that are enabled for the account.
To add or remove an upgrade, select the pencil icon.
You can select/deselect an upgrade. This will change the tiles visible in the user's dashboard. Select Save.
How do I create the product plans I will provision in WHMCS?
First, create a product group and then create a product. The products are called plans. These plans are available for your users. To create a product group, go to Setup > Product / Services > Product / Services. Select Create a New Group. Products ...
How do I create an account?
You can create accounts for your users within your reseller dashboard. Create an account: Select Create Account Enter the user's information Select a trial period Select upgrades Select Save To create a new account, select “Create Account”. This will ...
Is there an additional cost for the upgrades?
Yes, the website, e-commerce, accessibility, Google Ads Manager and Local SEO upgrades incur an additional cost, per project, based upon your contract.
How do I view an account's dashboard?
You can view your user's dashboard to help them set up products. View user's dashboard: Select the globe icon A new browser tab will open with the user's dashboard To view the dashboard, select the globe icon. A new browser tab will open with the ...
How do I edit an existing account?
You can edit an existing account and add additional products to a user's subscription. To edit an existing account: Select the pencil icon You can update the user's First and Last Name, Business Name, and add upgrades You can also cancel the ...