Client Area Designer For WHMCS

About Client Area Designer For WHMCS

Client Area Designer For WHMCS will allow you to tailor the view of your entire WHMCS client area. The module will let you alter the order and visibility of displayed elements, adjust existing widgets and add new ones, or even create customizable slideshows. Additionally, you may set up restrictions rules to show the particular components to selected clients only.

• Module Features:

✔ Customize Your Client Area By Modifying:

✔ Navbar Elements

✔ Sidebar Elements

✔ Homepage Widgets

✔ Add Your Own Elements And Widgets

✔ Scan Your Client Area In Search Of Custom Elements And Widgets

✔ View And Modify List Of Known Locations In Your Client Area

• Navbar Element Features:

✔ Define Name

✔ Define URI

✔ Define Icon

✔ Toggle Elements Display

✔ Define Visibility For:

✔ Logged In Clients

✔ Non-Logged In Clients

✔ All Clients

✔ Define Display Rules:

✔ Client Owns Domain

✔ Client Owns Product

✔ Client Is In Location

✔ Additional Conditions:

✔ Active Products/Domains/Addons

✔ Inactive Products/Domains/Addons

✔ Minimum And Maximum Customer Revenue

✔ Add Multiple Links To Element

• Sidebar Element Features:

✔ Define Name

✔ Define Icon

✔ Toggle Elements Display

✔ Define Visibility For:

✔ Logged In Clients

✔ Non-Logged In Clients

✔ All Clients

✔ Define Display Rules:

✔ Client Owns Domain

✔ Client Owns Product

✔ Client Is In Location

✔ Additional Conditions:

✔ Active Products/Domains/Addons

✔ Inactive Products/Domains/Addons

✔ Minimum And Maximum Customer Revenue

✔ Add Multiple Links To Element

✔ Customize Body And Footer Content - Supports HTML, CSS, JavaScript And Smarty

✔ Add Content Rotator:

✔ Include Multiple Body Contents And Image Items

✔ Toggle Autoplay

✔ Define Autoplay Speed

✔ Toggle Dots Display

✔ Toggle Arrows Display

✔ Toggle Infinite Rotation

✔ Customize HTML Footer

• Homepage Widget Features:

✔ Define Name

✔ Define Icon

✔ Toggle Elements Display

✔ Define Style Color

✔ Define Widget Button

✔ Add Multiple Links To Element

✔ Customize Body And Footer Content - Supports HTML, CSS, JavaScript And Smarty

✔ Add Content Rotator:

✔ Include Multiple Body Contents And Image Items

✔ Toggle Autoplay

✔ Define Autoplay Speed

✔ Toggle Dots Display

✔ Toggle Arrows Display

✔ Toggle Infinite Rotation

✔ Customize HTML Footer

• General Info:

✔ Supports Smarty Template Engine

✔ Multi-Language Support

✔ Supports PHP 5.6 Up To PHP 7.2

✔ Supports WHMCS V7

✔ Easy Module Upgrade To Open Source Version

Installation

This tutorial will show you how to successfully install and configure Client Area Designer 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.

2. In the downloaded file you will find two packages that support different PHP versions. As presented on the screen below, the first one is dedicated to PHP 5.6 up to PHP 7.0, while the second one is aimed at PHP 7.1 up to PHP 7.2. It does not apply to open source versions. Note: You can check the current PHP version in your WHMCS. To do so, proceed to 'Utilities' → 'System' → 'PHP Info'.

3. Extract the downloaded file and choose the one with the right PHP version. Upload and extract the PHP file into the main WHMCS directory. The content of PHP version files should look like this.

4. When you install Client Area Designer For WHMCS for the first time you have to rename 'license_RENAME.php' file. File is located in 'modules/addons/ClientAreaDesigner/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

5. 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'.

6. Now you have to activate the module in your WHMCS system. Log in to your WHMCS admin area. Go to 'Setup' → 'Addon Modules'. Afterwards, find 'Client Area Designer' and press 'Activate' button.

7. In the next step you need to permit access to this module. To do so, click on 'Configure' button, tick 'Full Administrator' and press 'Save Changes'.

8. You have just successfully installed Client Area Designer For WHMCS! You can access your module under 'Addons' → 'Client Area Designer'.

Configuration and Management

Client Area Designer For WHMCS is a module which allows you to adjust the layout of any panels available on your client area as well as add new widgets. The module does not require highly advanced configuration. That is why we will immediately move to the most crucial aspect, which is customizing the panels layout.

Panels

Under 'Panels' tab you will find three sections dedicated to the visibility of different types of panels in your client area. Navbars - Management of positions available on the navigation bar in your client area Sidebars - Management of panels available on the left sidebar in your client area Homepage Widgets - Modify and create new widgets available on your home page

Navbars

On the first sight you will see two tables, each related to Primary Navbar Left or Right side. There are already all the predefined sections outlined with their official names and positions. Info: If you already see that you have more elements than it is visible in the addon, then use 'Scanner' to search for them. Read more about scanning option here.

Those are the below navbar panels visible in the client area.

First of all, you may change the position of the elements. Drag one panel and drop it in the required place.

Use action buttons to: edit the section delete (only custom elements) view child elements

Edit Element

When you are editing an existing parent element, you may: Name - change existing or provide a new element name. Note that displayed name in the client area of a default WHMCS element will still be taken from the chosen client's language file, so you need also to modify it accordingly. URI - provide a URI Icon - add an icon Display - hide an element Visible - select who it will be visible for: logged in clients, not logged or all clients

You may also provide some display rules. Only the clients who fulfill the rules will see the element. If you leave this part empty, the element will be visible to all clients without limitations. Domains - select the domains which clients must own Products - point the products which clients must own Locations - choose the location which clients must enter

In the last tab, you can specify what conditions have to be met to display an element. If you leave this part empty, the element will be visible to all clients without limitations. Active - choose which services from at least one of each types customers should have active Inactive - choose which services from at least one of each types customers should have inactive (terminated, cancelled, suspended or expired) Revenue - define the minimum and maximum revenue earned from the customer to display an element Do not forget to save changes after specifying the conditions.

New Parent Element

It is possible add a completely new parent element either on left or right side. To do so, press 'Add'.

Then you will have to fill out all the general info, content and display rules. Start with 'General'. Provide: name visible for clients unique for the system identifier URI select icon from available select 'Display' to make the panel visible finally decide who it will be visible for: logged in clients, not logged in or all clients

If you want only some of the clients to see the panel, then set up the 'Display Rules'. In our case, we decided to select products a client must own to get access to 'Support Chat'. Save changes.

This is what our new panel looks like in the client area:

New Child Element

Let's now add one more element to the already existing 'Support' panel.

You have to fill out the same data as in case of parent element: name identifier URI icon select 'Display' to make it visible finally select who it will be visible for: logged in clients, not logged or all clients This time we want all the clients to have access to our FAQ site, so we do no set any 'Display Rules'.

As a custom element, you may delete it completely or edit.

Let's take a look at the new position in the client area:

Sidebar Panels

Sidebar panels section refers to the elements located on the left side of your client area. Generally, management of sidebars is very similar to the Navbar panels described in the previous section.

Available actions: change positioning by dragging and dropping elements in the selected place edit the section - change name, icon, content (if possible), display rules and conditions delete elements - this option is available for custom entries only view child elements

Edit Element

General section: provide a new display name add icon hide/show the element change visibility

Content: You can add two types of content - HTML and Content Rotator. Note that it is possible only if the element has no child elements. HTML - simply change the Body or Footer content.

Content Rotator - define how many elements can rotate within specified time intervals and choose the panel navigation elements.

Here is an example of a simple effect that you can achieve with the content rotator.

Display Rules - only clients who fulfill the rules will see the element. If you leave this part empty, the element will be visible for all clients without limitations.

Conditions - specify what conditions have be met to display an element. If you leave this part empty, the element will be visible to all clients without limitations. Active - choose which services from at least one of each types customers should have active Inactive - choose which services from at least one of each types customers should have inactive (terminated, cancelled, suspended or expired) Revenue - define the minimum and maximum revenue earned from the customers to display an element Do not forget to save changes after specifying the conditions.

New Parent Element

You may add a completely new parent element either on left or right side. Press 'Add'.

Then you will have to fill out all the general info, content and display rules. Start with 'General'. Provide: name visible for clients unique for the system identifier select icon from available select 'Display' to make the panel visible finally decide who it should be visible for: logged in clients, not logged in or all

Select content Type and define Body and Footer content. Note: If you provide the content here, you will not be able to add child elements to this item.

If you want only the specified clients to see the panel, set up the 'Display Rules' or 'Conditions' . Save changes.

This is what our new panel looks like in the client area:

New Child Element

Let's now add one child element to client's 'Shortcuts'.

Fill out all the required data to crate a correct link: name identifier URI icon select 'Display' define visibility

Any custom element can be deleted. In contrast to the default ones which may be only edited and hidden.

Now, you see an additional link under 'Shortcuts'.

Homepage Widgets

The last type of panels are homepage widgets. Available actions: change positioning by dragging and dropping elements in the selected place edit the widget view child elements if there are any delete custom widgets

To visualize, these are the client area widgets we are going to alter in a moment:

Edit widget

General: provide a new display name change icon hide the element

Under 'Content' section you can overwrite the default text. We will leave it empty as we do not want to change the content, just the look and feel of the widget.

Extras - here you can change the visual parts: widget color button name, URI and icon

That is what our adjusted widget looks like now:

Add New Widget

For presentation purposes, we will create now a completely new widget. It will include a button redirection to our Knowledgebase and two links to FAQ and Upload Files form. To start, simply press 'Add' button.

Then fill out all the general info, content and extras. Start with 'General', provide: widget name unique for the system identifier select icon from available finally select 'Display' to make the panel visible

As we are going to add two links inside the widget, so we have to skip this section.

Finally, customize your widget by defining color and button details. Save changes.

New Child Widget

Let's now add a child element to the just created 'Knowledgebase'.

Fill out the required data: name identifier URI icon select 'Display'

As you can see, we added two new entries under the 'Knowledgebase' widget. Surely, you can edit each one of them or delete.

Here is a final view of our customized client area with new elements:

Locations

In this you will find an extended list of all standard locations in your client area with its common name and URI. These locations are searched through by the module scanner in search of custom panels and are available in the 'Locations' field when setting up 'Display Rules'.

Press the button with pencil icon next to the location you are interested in editing.

There you can edit the name of existing location and its URI.

New Location

You may also add new if you have some custom locations and you wish to use them in our module. Please note that your locations have to be manageable by WHMCS.

Provide the location name and URI. When ready, your new location will be from now on used by Client Area Designer module.

Scanner

Scanner is a tool that allows our module to carefully browse through a chosen client's client area in search of any elements in known locations. Select a client to log in as one and run the scanner.

You will see a preview of all locations. When the scan is finished, you will see a summary with the number of found panels. All newly found elements will be automatically added to proper positions in the addon.

Documentation

The last position in your navigation menu, when pressed, redirects to the article you are currently reading.

Smarty Tags

Starting with the 1.1.0 version, the module allows you to use Smarty tags in HTML content. For example, if you use {$client.firstname}, {$client.lastname} and {$client.credit} in the following code: Hello <b>{$client.firstname} {$client.lastname}!</b><br/><br/> You still have <b>${$client.credit}</b> funds on your account.<br/> Find out what you can do with them! <br/>

The result will be as follows:

You can, of course, use the full scope of Smarty tags, such as conditional instructions: Hello <b>{$client.firstname} {$client.lastname}!</b><br/><br/> {if $client.credit gt 0} You still have <b>${$client.credit}</b> funds on your account. <br/> Find out what you can do with them!<br/> {else}Sorry you have no funds!<br/> {/if} In this example, if the customer does not have any credit, he will see something like this:

Of course, this is just a very simple example that will only work for the clients who are logged in. In order to build more advanced elements, please check out the Smarty documentation. Note: Remember that the incorrect use of Smarty tags may lead to a website not operating properly. If you need to use a more advanced code using {php} tags, make sure that you have enabled the relevant option in the 'General Settings' → 'Security' .

For example, you can list all of the template variables using: <pre>{php}print_r($template->getTemplateVars());{/php}

Tips

1. When you are adding a new element into your client area, you may add the langs used in the lang file to enable translations and changes. To do so: open your english.php file type in a new line in format: $_LANG['element name'] = 'Element Name'; to change/translate it, simply change the content after the '=' sign.

2. Client Area Designer module supports only WHMCS template Six and any custom modification that is based on this template and has been customized according to this documentation.

Update Instructions

Essential guidance through the process of updating the module is offered here. Keep in mind there is a quick and easy option in our client area that will let you upgrade the license of your module to an open source version at any time - and at a lower price! To take advantage of it, simply use the License Upgrade button located on the product's page and a discounted invoice will be generated automatically.

Common Problems

1. When you have any problems with connection, check whether your SELinux or firewall does not block ports.