Client / Affiliate association and agent tools

Client / Affiliate association and agent tools

Developed By Utixo Innovative Internet Services

Compatible with WHMCS v7.7

An extended WHMCS affiliates system

This module enables the association of WHMCS clients and affiliates. When assigning an agent to a client, the agent will earn commission on all the client's following orders. Contact details for the agent are displayed on the client's dashboard, effectively making the agent the client's dedicated reference for sales support.

Key features

Associate clients with agents

When an agent is assigned to a client, he will earn commission on all the client's subsequent orders, regardless of the client having visited the referral link. The module is built on top of WHMCS's affiliate system, so the rules set by the administror for payouts and commission percentages will still apply. Clients can access their dedicated agent's contact details from their WHMCS dashboard to request support on ordering new services.

Tools for agents to boost sales and assist their clients

Agents have access to a dedicated page with a list of the clients they manage and the commissions earned from their sales. For each managed client a dedicated sub-account with limited privileges is created for the agent: this way agents can sign on as the client and manage orders and services on their behalf. Agents can autonomously assign themselves new clients by sending them a link to a dedicated page where they can confirm the association. Clients have the option to revoke their agents access to their WHMCS account at any time, without preventing the agent from earning commission on their orders.

Info and requirements

  • Client/Affiliate association

  • Admin tools for assigning agents to clients

  • Agent Commission on every client order

  • Agent Sign On as Client

  • Supports PHP 5.6 to 7.2

  • Supports WHMCS V7.4 and later

 

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Version Compatibility


Compatible with WHMCS v7.7

Full Version Compatibility


  • All versions of WHMCS v7.7
  • All versions of WHMCS v7.6
  • All versions of WHMCS v7.5
  • All versions of WHMCS v7.4

Support for this product

The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.

Developed By Utixo Innovative Internet Services

Changelog

v1.1 Released September 26th, 2019

Latest Version


  • Sign In As Client function now does not require to type password each time
  • Added Service Manager header when Logged In As Client, with "Back to Service Manager Profile" function
  • Replaced affiliates page with custom template and added functions
  • Improved Referral Link and Service Manager Link routing and processing
  • Add-on configuration expanded, choose email templates, permissions for Service Manager Access and Service Manager Emails

 

Previous Versions


v1.0.0 Released June 25th, 2019

View/hide detailed changelog

  • Client/Affiliate association
  • Admin tools for assigning agents to clients
  • Agent Commission on every client order
  • Agent Sign On as Client

 

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