Client permissions
You can find this section in HostBill Admin → Settings → General Settings → Other → Client permissions
Table of contents
- 1 Overview
- 2 Available options
- 2.1 Allow signup without purchase
- 2.2 Allow client to add contacts
- 2.3 Allow clients to set IP access rules
- 2.4 Allow Clients to manage ssh keys
- 2.5 Allow client to view credit log
- 2.6 Allow to see Canceled/Terminated services
- 2.7 Allow client to receive portal notifications
- 2.8 Allow canceling service with unpaid invoice
- 2.9 Allow canceling unpaid invoice for new order
- 2.10 Allow cancelling invoice for domain renewal
- 2.11 Allow upgrading service with unpaid invoice
- 2.12 Allow client to remove unpaid "add funds" and "bulk payment" invoices
- 2.13 Allow customer to control invoice merge settings
- 2.14 Allow client to control Invoice Delivery method
- 2.15 Allow immediate service owner change
- 2.16 Allow customer to control automatic credit application
- 2.17 Restrict upgrades if client has debt
- 2.18 Display services in subcategories
- 2.19 Restrict manual renew for extended period
- 2.20 Allow client to bulk-download PDF invoices
- 2.21 Allow client to manage service groups
Overview
HostBill client area is highly customizable. HostBill gives you plenty of possibilities to decide what your customers will have access to in their client area.
Available options
Allow signup without purchase
This feature controls whether or not to allow prospects to signup without making a purchase.
Allow client to add contacts
Toggle contact management options for your clients. If enabled client will be able to add another admin contacts.Â
Allow clients to set IP access rules
This option controls client area IP security section, it will be inaccessible if disabled. Previously created access rules will still apply even if this is disabled.
Allow Clients to manage ssh keys
This option controls client area SSH keys management option. If enabled client will be able to manage SSH keys from their client panel
Allow client to view credit log
This feature controls whether or not to allow clients to view credit log in their client panel.
Allow to see Canceled/Terminated services
This feature controls whether or not to allow clients to browse canceled and terminated services in their client panel.
Allow client to receive portal notifications
This feature controls whether or not to allow clients to receive notifications on various events in their client panel.
Allow canceling service with unpaid invoice
When this option is enabled the client will be able to file a cancellation request for the (existing) service with unpaid invoice. Please note that if you allow customers to cancel the service with unpaid invoice it may be later difficult for you to receive the due payment.
Allow canceling unpaid invoice for new order
When this option is enabled the client will be able to cancel the unpaid invoice for a new order (if the client changes their mind and resigns from the service).
Allow cancelling invoice for domain renewal
This feature controls whether client will be able to cancel the invoice issued automatically upon domain renewal.
Allow upgrading service with unpaid invoice
Controls whether or not the client is allowed to upgrade the service when they have unpaid invoice for the given service.
Allow client to remove unpaid "add funds" and "bulk payment" invoices
Controls whether or not the client is allowed to remove unpaid 'add funds" and 'bulk payment' invoices.
Allow customer to control invoice merge settings
This feature controls whether client will be able to configure invoice merge settings.
Allow client to control Invoice Delivery method
This feature controls whether or not to allow clients to control how invoices should be delivered - by email or whether the invoice should be printed out.
Allow immediate service owner change
This feature controls whether once the client submits service/domain ownership change it should be transferred immediately or if each request needs to be approved by new owner first.
Allow customer to control automatic credit application
This feature controls whether client will be able to choose whether or not the credit should be added automatically.
Allow download Account Statement
This feature controls whether client will be able to download Account Statement - a list of all transactions and invoices in a PDF document.
Restrict upgrades if client has debt
This feature controls whether to restrict upgrade order creation for clients which has debt more than X days.
Display services in subcategories
This feature controls how services in subcategories should be displayed: as separate entries or under the main category.
Restrict manual renew for extended period
This feature controls manual service renew. Available options include
client can renew service/domain only if it is within renewal period window
client can renew his service/domain whenever he wants
Allow client to bulk-download PDF invoices
This feature controls whether clients can download pdf invoices in bulk.
Allow client to manage service groups
This feature controls weather clients can manage service groups in the client area.