Articles on: Security

How add a contact to your billing interface

Here are the steps to add a new contact in the WHMCS billing interface at

Log into your WHMCS admin area.

Navigate to the "Clients" list by going to Clients > Client List.

Find the client you want to add a new contact for and click on their client ID or company name.

On the client profile page, click the "Contacts" tab.

Click the "Add New Contact" button.

Fill out the contact information form with details like: • First Name • Last Name • Email Address • Password (if you want them to have a client area login) • Permissions (what client area access they should have)

Once you have entered all the required information, click the "Save Changes" button.

The new contact will now be added and associated with that client's account in your WHMCS system. They will be able to log into the client area using the supplied email and password if you granted them permissions.

It's a good practice at to add separate contacts for:
• Billing/Accounts Payable
• Technical/System Administrators
• Executive Management

This allows you to control who has access to what information in the client area for better security.

Updated on: 19/04/2024

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