WHMCS Client Group Manager

A simple and intuitive WHMCS addon module for managing client group assignments through a GUI interface.

Features

• Visual Dashboard: See client counts for each group at a glance with beautiful card-based statistics
• Bulk Assignment: Move ALL clients from one group to another in one action
• Individual Client Selection: Pick specific clients to assign with advanced selection controls
  • Click to select a single client
  • Ctrl+Click to select/deselect multiple individual clients
  • Shift+Click to select a range of clients
• Filter by Group: View clients from specific groups or unassigned clients
• Real-time Selection Counter: See how many clients you've selected
• Visual Feedback: Selected clients are highlighted with a blue indicator
• Safety Features: Confirmation prompts and validation to prevent mistakes
• WHMCS Native: Fully integrated with WHMCS admin styling and security

Installation

1. Create module directory:

   • Create folder: /modules/addons/clientgroupmanager/
   • Copy clientgroupmanager.php into this folder
   • Final path: /modules/addons/clientgroupmanager/clientgroupmanager.php

2. Activate the module:

   • Log into your WHMCS Admin Area
   • Navigate to: System Settings > Apps & Integrations > Addon Modules
   • Find "Client Group Manager" in the list
   • Click Activate

3. Access the module:

   • Go to: Addons > Client Group Manager
   • You should see the dashboard with client group statistics

Usage

Viewing Statistics

The dashboard displays:

• Number of clients without any group assignment (highlighted in yellow gradient)
• Client count for each existing group in card format
• All data updates in real-time after each assignment

Bulk Assignment (All Clients from Group)

This method assigns ALL clients from one group to another:

1. Select Source: Choose which clients to move:

   • "Clients Without Group" - assigns all unassigned clients
   • Or select a specific group to reassign all its members

2. Select Target Group: Choose the destination group

3. Click "Bulk Assign All Clients":

   • A confirmation prompt will appear
   • Click OK to proceed
   • Success message shows how many clients were updated

Individual Client Selection

This method lets you select specific clients to assign:

1. Filter by Group: Choose which group to view clients from using the dropdown

2. Select Clients:

   • Click on a client to select them
   • Ctrl+Click (or Cmd+Click on Mac) to select multiple individual clients
   • Shift+Click to select a range of clients
   • Selected clients are highlighted in blue
   • Selection counter shows how many clients you've selected

3. Choose Target Group: Select where you want to assign the selected clients

4. Click "Assign Selected Clients":

   • Confirmation prompt shows number of clients being assigned
   • Only the selected clients will be moved

Example Scenarios

Scenario 1: Assign all unassigned clients to "Retail" group

• Use Bulk Assignment
• Source: "Clients Without Group"
• Target: "Retail"
• Result: All clients with no group are now in "Retail"

Scenario 2: Move specific clients from "Trial" to "Active"

• Use Individual Selection
• Filter: "Trial"
• Select specific clients using Ctrl+Click
• Target: "Active"
• Result: Only selected clients are moved to "Active"

Scenario 3: Move a range of clients

• Use Individual Selection
• Click first client, then Shift+Click last client
• Select range of clients in between
• Choose target group and assign

Safety Features

• Validation: Prevents assigning a group to itself
• Confirmation Prompts: Asks for confirmation before making changes, showing how many clients will be affected
• Count Display: Shows how many clients will be affected before you proceed
• Selection Feedback: Visual highlighting shows which clients are selected
• WHMCS Tokens: Uses WHMCS CSRF protection
• Visual Warnings: Clear warnings before bulk operations
• Limit Protection: Individual selection limited to 500 clients per view (for performance)

Technical Details

• Database: Uses WHMCS native database functions (full_query, mysql_fetch_assoc)
• Security: Implements WHMCS token validation and SQL injection protection
• Compatibility: Works with WHMCS 7.x and 8.x
• Requirements: PHP 7.2 or higher (WHMCS requirement)
• Performance: Optimized queries with proper indexing on groupid column

SQL Equivalent

This GUI tool safely performs operations equivalent to:

-- Assign unassigned clients to group
UPDATE tblclients SET groupid = 'X' WHERE groupid = '' OR groupid = 0 OR groupid IS NULL;

-- Move clients from one group to another
UPDATE tblclients SET groupid = 'X' WHERE groupid = 'Y';

But with:

• Safety validations
• Visual confirmation
• Real-time statistics
• No direct database access needed

Support

Created by: Blu-Tec ICT
Version: 2.0
For issues or enhancements, modify as needed for your environment.

License

Modify for your WHMCS installation.