⚙️👥 Account Management

Account Management

🎬 Practical Video Guide – Account Management

This video provides a step-by-step practical demonstration of all account management operations explained below.
You will see how to change account language and currency, reactivate accounts, reset account details, add new clients, and update client information in a real client account scenario.

Note: Watching the video first is recommended to fully understand the steps before performing them in WHMCS or client accounts.

🔹 Adding New Client

  1. Log in to WHMCS: Navigate to the Clients tab.

  2. Add New Client: Click on the “Add New Client” tab.

  3. Fill Client Details: Name, Phone, Email, Address, Password, Group, Currency.

  4. Tax Exemption Rule:

    • If the client is located in KSA or will use a Credit Card / any KSA payment method, do NOT mark the “Tax Exempt” checkbox.

    • Only Egyptians or clients using non-KSA payment methods should be marked as “Tax Exempt”.

  5. SMS Notification: Insert the client number in the “SMS Notification Mobile Number” tab and set SMS Notifications to Yes.

  6. Send Notification: Make sure “Send notification to client” is marked, then click Add Client.

  7. Access Client Profile: The agent will be transferred automatically to the client profile summary.

  8. Welcome Email: Ensure that the Welcome Email is sent successfully and includes all necessary information.

Note: Adding new client by Agent is preferred to be written entirely in English.

🔹 CRM Actions Needed

  • 📂 Contact Creation: Contact should be created and linked directly with client profile after creating the client profile.

  • ⚡ Status & Labels: Status should be “New”, and Label / Priority / Contact Type will be assigned upon client order.

🔹 Changing Client Information

  • If the client ask for changing information of his Account on any method of communication with us, we have to ask him to open a new ticket with his request.

  • In case the client cannot access his account, then we should ask him to send a request from his new email to:
    cs@exa.sa

  • Request should contain basically:

    • 📄 ID copy

    • 🏢 Commercial ID

    • ✉️ Delegation letter in case that was organization or company

  • All this info should be reported to Supervisor with all content and details.

  • Supervisor should start calling registered number in account.

  • In case that there is no reply or wrong phone number, we should start to compare client ID with information mentioned in his account.

  • All sent files should be stored and uploaded in Client profile with a PDF file containing his old contact details.

  • Then supervisor can change information if there are no issues in his information.

🔹 CRM Actions Needed

  • 📂 All files should be uploaded again to CRM

  • 📝 Note should be added to the client contact

  • 🔄 Information should be replaced with the new one in CRM

🔹 Reset Account Details 

You can change the account password by clicking the orange box
(Reset & send password)

🔹 Changing Account Language & Currency & Reactivating 

  • All these changes will be done from the Profile section in the client account.

Steps:

  1. No.1 – Change Account Language:

    • You can change the account language from this section.

  2. No.2 – Change Account Currency:

    • You can change the account currency from this section.

  3. No.3 – Change Account Status:

    • Change the account status from Closed or Inactive to Active.

  • Yellow Box: You can change the account information like Name, Email, and Phone Number.

🔹 Creating Sub-Account

🎬 Practical Video Guide – Sub-Accounts

This video provides a step-by-step practical demonstration of how to create and manage sub-accounts within the client area.
You will see how to add a new sub-account, set permissions, and update its contact details in a real client interface example.

Note: It is recommended to watch the video first to clearly understand all steps before performing them in WHMCS or the client account.

 

  • You can create a sub-account from the Black Box by pressing “Add Contact”.

Steps:

  1. Sub 1: It will redirect you to a new page.

  2. Sub 2:

    • Red Box: Fill in the account details (Name, Email, Password).

    • Yellow Box: Choose the account permissions.

🔹 Merging Two Accounts

  • From the Red Box, press “Merge Client Accounts”.

Steps:

  1. Merge 1: It will redirect you to another page.

  2. Merge 2:

    • No.1: Enter the second account number.

    • No.2: Enter the second account Email.

    • Press Merge to merge the two accounts.