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Support PIN For WHMCS

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* added to the bundle of maximum of 5 active PINs ''(option: "Allow Multiple Active PINs" is '''On''')'', or
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* is added to the bundle of maximum of 5 active PINs ''(option: "Allow Multiple Active PINs" is '''On''')'', or
* replace the current PIN ''(option: "Allow Multiple Active PINs" is '''Off''')''.
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* replaces the current PIN ''(option: "Allow Multiple Active PINs" is '''Off''')''.
 
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Revision as of 12:11, 23 July 2026

Contents

About Support PIN For WHMCS

Support PIN For WHMCS closes a simple but common support gap: confirming that a client contacting support is really the account owner.

The module gives every client a short, one-time-visible PIN they can read aloud, and gives staff a matching set of tools to check it, or to identify a client from the PIN alone, without ever seeing the PIN in reverse.
PINs are stored as a one-way digest and are never recoverable, even from the database.

  • Core Features:
✔ Enable Clients To Generate Secure Support PINs For Identity Verification
✔ Allow Support Staff To Verify Client Identities Before Providing Assistance
✔ Protect Client Account Data By Requiring Support PIN Verification Before Staff Access
✔ Integrate Support PIN Verification With WHMCS Dashboard And Client Profiles
  • Addon Module:
✔ Verify Support PINs And Access Associated Client Accounts
✔ Verify Support PINs Directly From WHMCS Admin Dashboard
✔ View And Verify Active Support PINs On Client Summary Pages
✔ View Dashboard With Support PIN Statistics:
✔ Active PINs
✔ Used PINs
✔ Expired PINs
✔ Revoked PINs
✔ View And Manage Generated Support PINs:
✔ View Assigned Client
✔ Check PIN Status And Length
✔ Check Whether PIN Is Single Use
✔ View Creation, Expiration And Usage Dates
✔ Revoke Active PINs
✔ Configure Support PIN Parameters:
✔ Define PIN Length
✔ Set PIN Validity Period
✔ Configure Support PIN Lifecycle:
✔ Allow Multiple Active PINs Per Client
✔ Expire PIN After Number Of Uses
✔ Control Staff Access To Client Accounts:
✔ Require Support PIN Verification Before Accessing Client Data
✔ End Staff Access When Verified PIN Expires
✔ Hide PIN Verification Option From Staff Views
✔ Configure Support PIN Availability In Client Area:
✔ Enable Support PIN Generation
✔ View And Manage Module Logs
  • Client Area:
✔ Generate Temporary Support PINs
✔ View Active Support PIN In Sidebar
✔ Show And Hide Active Support PIN
✔ Copy Generated Support PIN
✔ View Remaining PIN Validity Period
  • General Info:
✔ Multi-Language Support
✔ Supports PHP 8.3 Back To PHP 8.2
✔ Supports WHMCS Themes "Twenty-One" And "Nexus"
✔ Supports WHMCS V9.X Back To WHMCS V8.10
✔ Requires ionCube Loader V14 Or Later
✔ Easy Module Upgrade To Open Source Version

Installation

This tutorial will show you how to successfully install and configure Support PIN For WHMCS.

We will guide you step by step through the whole installation and configuration process.

1. Log in to our client area and download the module.
SP download.png
2. Extract the package and upload its content into the main WHMCS directory.

The content of the package to upload should look like this.

SP package.png
3. When you install Server Monitoring For WHMCS for the first time you have to rename 'license_RENAME.php' file.

The file is located in 'modules/addons/ServerMonitoring/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

SP license.png
4. In order to configure your license key, you have to edit the previously renamed 'license.php' file.

Enter your license key between quotation marks as presented on the following screen. You can find your license key in our client area → 'My Products'.

SP license2.png
5. Now you have to activate the module in your WHMCS system.

Log in to your WHMCS admin area. Go to 'System Settings' 'Addon Modules'. Afterwards, find 'Server Monitoring' and press the 'Activate' button.

SP_1.png
6. In the next step, you need to permit access to this module.

To do so, click on the 'Configure' button, tick 'Full Administrator' and press 'Save Changes'.

SP_2.png
3. You have just successfully installed Support PIN!

You can access your module under 'Addons' 'Support PIN'.
Note: Expired PINs are swept automatically by the standard WHMCS daily cron task — no additional cron command needs to be configured for this module.

Management

Support PIN For WHMCS lets clients generate a short-lived verification PIN, and gives your staff several places to check it against a client's claim.

In this guide, we will walk you through every section and option of the module in detail.

Dashboard

The dashboard gives an at-a-glance read on PIN volume through four counters:
  • Active - PINs currently valid and not yet used up.
  • Used - PINs that have reached their configured verification limit.
  • Expired - PINs past their expiration time.
  • Revoked - PINs manually revoked by staff.

Each counter has its own 'View PINs' button, which filters the table below to just that status.

SP_4.png
Below the counters sits a standalone 'Verify Support PIN' field. Enter a PIN a client has given you and press 'Verify PIN' to confirm it - this does not consume the PIN's use count, it only reports a match or no-match.
SP_5.png
Underneath, the full table of issued PINs lists, per PIN:
  • Client ID - the client the PIN belongs to, linked to their profile.
  • Status - "Active", "Used", "Expired" or "Revoked".
  • Length - how many digits the PIN has.
  • Single Use - whether the PIN is invalidated the first time it is used.
  • Created At - when the PIN was generated.
  • Expires At - when the PIN will stop being valid.
  • Used At - when the PIN was verified by staff, if it has been.

Use the trash icon on a row to 'Revoke PIN' on that single entry.

SP_6.png
To revoke several PINs at once, tick the checkboxes of the rows you want to remove, open the mass action menu above the table, and choose 'Revoke PIN'.
SP_7.png

Settings

The 'Settings' tab groups every PIN policy option into four panels.

PIN Settings

  • PIN Length - the number of digits generated for each new PIN.
  • PIN Expiration Time (Hours) - how many hours after generation a PIN remains valid.
SP_8.png

PIN Lifecycle

  • Allow Multiple Active PINs - off by default, which makes a PIN single-use: generating a new one deactivates any previous active PIN.
    Turned on, a PIN can be verified more than once and several can be active for a client at the same time.
  • Expire PIN After X Uses - marks a PIN used/expired after this many successful verifications. The default, 1, makes every PIN single-use regardless of the toggle above; 0 removes the cap entirely.
    This setting and "Allow Multiple Active PINs" are independent - the toggle controls whether a new PIN revokes an older one, this field controls how many times any one PIN can be verified before it's spent.
SP_9.png

Staff Access

  • Require PIN Verification For Client Access - if enabled, staff must verify a client's Support PIN before that client's data can be opened at all.
  • Deny Admin Access After PIN Expiration - if enabled, access granted by a verified PIN is revoked again once that PIN expires.
  • Hide Full PIN - if enabled, the full PIN value is masked wherever it would otherwise be displayed in the admin area.
SP_10.png

Client Area

  • Enable Generate PIN Button - shows or hides the 'Generate Support PIN' button in the client area. When disabled, clients cannot generate new PINs themselves.
SP_11.png

Home Widget

A compact 'Verify Support PIN' panel is added to the standard WHMCS admin home dashboard, next to the built-in widgets staff already check every day.

Entering a matching PIN here redirects straight to that client's profile - unlike the Client Summary verify field, this path does not consume the PIN's use count.

SP_12.png

Client Summary Integration

On a client's own 'Summary' tab, a 'Support PIN' panel shows that client's current PIN status, when it was created, when it expires, and when (if ever) it was used.
SP_13.png
While a PIN is Active, the same panel also shows a 'Verify PIN' field, so the code the client just gave can be checked right there, without leaving the client's profile.

Unlike the Home Widget verify field, a successful verification here does count against the PIN's use limit.

SP_14.png

Client Area

The 'Support PIN' panel is displayed in the client area sidebar on every page. If there are no active PINs, it contains a single 'Generate Support PIN' button.
SP_15.png
A newly generated PIN:
  • is added to the bundle of maximum of 5 active PINs (option: "Allow Multiple Active PINs" is On), or
  • replaces the current PIN (option: "Allow Multiple Active PINs" is Off).
SP_16.png
Once the action is confirmed, the newly generated PIN and its expiration date are displayed.
SP_17.png
Back in the sidebar, the panel now shows the PINs with a live countdown to expiry, a 'Hide PIN' toggle for privacy on a shared screen, and the option to generate a fresh one at any time.
SP_18.png

Logs

The "Logs" tool makes monitoring and managing module activity records simple and efficient. It provides options to categorize, filter, and view detailed entries, giving you control over the logs.

For detailed guidance on using this tool, check its dedicated article, which is available here.

SP_19.png

Tips

1. Keep "Hide Full PIN" enabled in production.

Staff only ever need to verify a PIN a client reads aloud, not to read it back themselves - the value is a one-way hash regardless and can never actually be redisplayed.

2. Turn on "Require PIN Verification For Client Access" for the strictest workflow.

Combined with "Deny Admin Access After PIN Expiration", staff will need to re-verify the client for every new support interaction.

3. Leave "Expire PIN After X Uses" at its default of 1 unless you have a specific reason for letting a PIN be checked more than once.
It's what makes each PIN effectively single-use out of the box.

Update Instructions

An essential guidance through the process of updating the module is offered here.

Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.

Common Problems

1. A client cannot see the "Generate Support PIN" button in the client area.

Check 'Settings' 'Client Area' 'Enable Generate PIN Button' is turned on.

2. Staff are locked out of a client's data unexpectedly.

This happens when 'Require PIN Verification For Client Access' is enabled and the previously verified PIN has expired. Ask the client to read out their current PIN again, or generate a new one, and verify it from the Client Summary panel or the module's Dashboard.

3. A PIN stops working after being checked once, even though it hasn't expired.

This is expected with the default policy: 'Expire PIN After X Uses' is 1 out of the box, so a PIN is spent after its first successful verification. Raise that value (or set it to 0 for no limit) in 'Settings' 'PIN Lifecycle' if clients need to be verified more than once per PIN.

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