Difference between revisions of "Client Control Panel"

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__FORCETOC__
 
__FORCETOC__
  
−
==How To Edit/Change My Details==
+
==How To Edit/Change My Contact Details==
 
#To login, visit http://cp.hostek.com
 
#To login, visit http://cp.hostek.com
−
#Username use your Email Address:  
+
#Username - use your Email Address:  
−
#Password use the one provided to you in the welcome e-mail
+
#Password - use the one provided to you in the welcome e-mail
−
#Click the "'''My Details'''" tab in the Top middle left of the screen.
+
#Click "'''Hello, Your Name!'''" drop down menu in the upper right hand corner, Click "'''Edit Account Detail'''".
 
#You will see a screen where you can edit all your information.
 
#You will see a screen where you can edit all your information.
−
#Once your done editing click the "'''Save Changes'''" button at the bottom of the screen
+
#Once you are done editing click the "'''Save Changes'''" button at the bottom of the screen
  
 
==How to Add a New Contact or additional contacts==
 
==How to Add a New Contact or additional contacts==
 
#To login, visit http://cp.hostek.com
 
#To login, visit http://cp.hostek.com
−
#Username use your Email Address:
+
#Click "'''Hello, Your Name!'''" drop down menu in the upper right hand corner, Click '''Contacts/Sub-Accounts'''.
−
#Password use the one provided to you in the welcome e-mail
+
#Under '''Choose Contact''' select '''Add New Contact''' in the drop down menu, and click '''Go'''.
−
#Click the "'''My Details'''" tab in the Top middle left of the screen, then click the "'''Manage Contacts'''" on the middle screen menu bar.
+
#Fill in the information needed.  
−
#Add the information needed.  
+
#You can select which type of emails you want them to receive under the "'''Email Preferences'''" section at the bottom.
−
#You can select the e-mail preferences that you want them to be able to receive under the "'''Email Preferences'''" section at the bottom.
+
#Once you are done click on the "'''Save Changes'''" button at the bottom of the screen.
−
#Once you are done click on the "'''Save Changes'''" icon at the bottom of the screen.
+
*To remove a '''Contact/Sub-Account''' follow the steps 1-2.
 +
#Select a contact in '''Choose Contact'''.
 +
#Click on '''Delete Contact''' at the bottom of the page.
  
 
==How to add or edit your credit card information==
 
==How to add or edit your credit card information==
Line 22: Line 24:
 
#Username use your Email Address:  
 
#Username use your Email Address:  
 
#Password use the one provided to you in the welcome e-mail
 
#Password use the one provided to you in the welcome e-mail
−
#Click the "'''My Details'''" tab in the Top middle left of the screen, then click the "'''Change Credit Card Details'''" on the middle screen menu bar.
+
#Click the "'''Billing'''" tab in the Top upper middle left of the screen., then click the "'''Manage Credit Card'''".
 
#Put the requested information carefully. Please double check your CC number when imputing it.
 
#Put the requested information carefully. Please double check your CC number when imputing it.
 
#Once you are done click on the "'''Save Changes'''" icon at the bottom of the screen.
 
#Once you are done click on the "'''Save Changes'''" icon at the bottom of the screen.
  
−
==How to reset or change your password==
+
==How to change your billing password==
 
*To change your password
 
*To change your password
 
#To login, visit http://cp.hostek.com
 
#To login, visit http://cp.hostek.com
−
#Username use your Email Address:  
+
#Username - use your Email Address:  
−
#Password use the one provided to you in the welcome e-mail
+
#Password - use the one provided to you in the welcome e-mail
−
#Click the "'''My Details'''" tab in the Top middle left of the screen, then click the "'''Change Password'''" on the middle screen menu bar.
+
#Click the "'''Hello, Your Name'''" in the upper right hand corner, click "'''Change Password'''".
−
#Put the Existing Password, New Password and then confirm the new password.
+
#Enter your Existing Password, then the New Password and confirm the new password.
−
#Once you are done click on the "'''Save Changes'''" icon at the bottom of the screen.
+
#Once you are done click on the "'''Save Changes'''" button at the bottom of the screen.
 +
 
 +
==How to reset your billing password==
 
*To reset your password
 
*To reset your password
 
#To login, visit http://cp.hostek.com
 
#To login, visit http://cp.hostek.com
−
#Click on the "'''Request a Password Reset'''" to the bottom.
+
#Click on the "'''Request a Password Reset'''" link below the Login.
 
#Enter the "'''Email Address'''" that we have on file.
 
#Enter the "'''Email Address'''" that we have on file.
 
#If you have a security question setup then you will need to provide that answer as well. Hit the "'''Submit'''" icon.
 
#If you have a security question setup then you will need to provide that answer as well. Hit the "'''Submit'''" icon.
 
#Now the it should say "Validation Email Sent"
 
#Now the it should say "Validation Email Sent"
−
#Once you receive the e-mail please click on the url where it says "To reset your password, please visit the url below:"
+
#Once you receive the e-mail please click on the URL where it says "To reset your password, please visit the URL below:"
  
 
==How to change the "Security Question"==
 
==How to change the "Security Question"==
 
#To login, visit http://cp.hostek.com
 
#To login, visit http://cp.hostek.com
−
#Username use your Email Address:
+
#Username - use your Email Address  
−
#Password use the one provided to you in the welcome e-mail
+
#Password - use the one provided to you in the welcome e-mail
−
#Click the "'''My Details'''" tab in the Top middle left of the screen, then click the "'''Change Security Question'''" on the middle screen menu bar.
+
#Click the "'''Hello, Your Name'''" in the upper right hand corner, click '''Security Settings'''.
 +
#If you have a security question set, enter the answer.
 
#Please choose a security question
 
#Please choose a security question
−
#Please enter an answer, Please confirm your answer.
+
#Please enter an answer, then confirm your answer.
 
#Once you are done click on the "'''Save Changes'''" icon at the bottom of the screen.
 
#Once you are done click on the "'''Save Changes'''" icon at the bottom of the screen.
 +
 +
Note - If you have forgotten the answer to your current security question, contact support for assistance.
  
 
==How to Pay an invoice for Paypal and Credit card payments==
 
==How to Pay an invoice for Paypal and Credit card payments==
 
#To login, visit http://cp.hostek.com
 
#To login, visit http://cp.hostek.com
−
#Username use your Email Address:  
+
#Username - use your Email Address:  
−
#Password use the one provided to you in the welcome e-mail
+
#Password - use the one provided to you in the welcome e-mail
−
#Click the "'''My Invoices'''" tab in the Top middle of the screen.
+
#Click the '''Billing''' menu at the top and select "'''My Invoices'''".
 
#You will see a list of all your invoices on your account tracked by a invoice #
 
#You will see a list of all your invoices on your account tracked by a invoice #
 
#Now find the invoice that you are needing to pay.
 
#Now find the invoice that you are needing to pay.
−
#Click on the "'''View Invoice'''" tab.
+
#Click on the "'''View Invoice'''" button on the right.
−
#Once you are in verify the payment method is set to the correct method.
+
#Once you are in, verify the payment method is set to the correct method.
−
#Now click on the "'''Pay Now'''" icon.
+
#Now click on the "'''Pay Now'''" button.
 
#If you are paying by paypal your paypal login screen should pop up.  
 
#If you are paying by paypal your paypal login screen should pop up.  
 
#If paying by CC you can "'''Use Existing Card'''" or "'''Enter New Card Information Below'''"
 
#If paying by CC you can "'''Use Existing Card'''" or "'''Enter New Card Information Below'''"
Line 69: Line 76:
 
==How to Manage My registered Domains in my account==
 
==How to Manage My registered Domains in my account==
 
#To login, visit http://cp.hostek.com
 
#To login, visit http://cp.hostek.com
−
#Username use your Email Address:  
+
#Username - use your Email Address:  
−
#Password use the one provided to you in the welcome e-mail
+
#Password - use the one provided to you in the welcome e-mail
−
#Click the "'''My Domains'''" tab in the Top middle of the screen.
+
#Click the '''Domains''' menu and select "'''My Domains'''" from the drop-down.
 
#On this screen you will see a list of your registered/transferred domains, the registration date and the next due date (expiration date).
 
#On this screen you will see a list of your registered/transferred domains, the registration date and the next due date (expiration date).
 
#To manage your domain name click on the little '''Notebook with a green arrow''' on it to the right middle of the screen.
 
#To manage your domain name click on the little '''Notebook with a green arrow''' on it to the right middle of the screen.
 
#Here you can Enable/Disable auto renew. We recommend that you have auto renew enabled.
 
#Here you can Enable/Disable auto renew. We recommend that you have auto renew enabled.
 
#If a domain is disabled from auto renew "WARNING! It will therefore expire and become inactive at the end of the current term unless manually renewed."  
 
#If a domain is disabled from auto renew "WARNING! It will therefore expire and become inactive at the end of the current term unless manually renewed."  
−
#To renew a domain right now click on the "'''Renew Domain'''" Tab to the bottom of the screen.
+
#To renew a domain right now click on "'''Renew Domain'''" in the '''Domains''' menu.
−
#Select the domain you are wanting to renew and then click on the "'''Order now tab'''"
+
#Select the domain you are wanting to renew and then click on the "'''Order now'''" button.
−
#To modify the whois information for a domain names contact please click on the " '''Contact Information'''" Tab.
+
#To modify the WHOIS information for a domain names contact please click on the " '''Contact Information'''" Tab.
 
#Put the information needed and then click '''save'''. We recommend that you leave the administrative contact as us so we can manage the pre domain renewal notices.
 
#Put the information needed and then click '''save'''. We recommend that you leave the administrative contact as us so we can manage the pre domain renewal notices.
 
#To get the EPP code click on the "'''Get EPP Code'''" Tab.
 
#To get the EPP code click on the "'''Get EPP Code'''" Tab.
 
#To modify the name server for where your domain name points to input the name servers in the middle of the screen where it says Nameserver 1: and Nameserver 1: then click the "'''Save Changes'''" tab right under that.
 
#To modify the name server for where your domain name points to input the name servers in the middle of the screen where it says Nameserver 1: and Nameserver 1: then click the "'''Save Changes'''" tab right under that.
 +
 +
== How to Disable Auto Renew (or Enable Auto Renew)==
 +
#To login, visit http://cp.hostek.com
 +
#Username - use your Email Address:
 +
#Password - use the one provided to you in the welcome e-mail
 +
#Click the '''Domains''' menu and then "My Domains"
 +
#Click on "Manage Domain" for the domain you would like to modify auto-renew settings
 +
#Click on the "Auto Renew" tab
 +
#The status of your Auto Renew setting will be displayed with a button to Enable/Disable auto-renew
 +
 +
==How to Add New Services==
 +
#To login, visit http://cp.hostek.com
 +
#Username - use your Email Address:
 +
#Password - use the one provided to you in the welcome e-mail
 +
#Click the '''Services''' menu.
 +
#Click '''Order New Services''' or '''View Available Addons'''
 +
#Find the desired service and click '''Order Now'''
 +
 +
==How to order multiple years of Domain Registration==
 +
*Note: If you currently have a due invoice for the Domain's Registration, please contact support to get this cancelled. (https://support.hostek.com/ or email '''support@hostek.com''')
 +
#Firstly, you'll want to log in to your Client Area (here: https://cp.hostek.com/)
 +
#Click on '''Domains'''.
 +
#Select '''Renew Domains'''.
 +
#And then select the amount of years you wish to pay for from the '''drop-down menu''' on the right-side of the '''Domain Name'''.
 +
#Click the '''Order Now''' button.
 +
 +
==How to edit Domain Registration Contact Details==
 +
*If your domain is registered with us, these are steps to change your Domain Contact Details / WHOIS Information.
 +
#Log in to the Client Area (here: https://cp.hostek.com/).
 +
#Click on '''Domains'''.
 +
#Select '''My Domains'''.
 +
#On the right-side of the chosen Domain, you will want to click the '''Down-Arrow''' next to '''Manage Domain'''.
 +
##If your domain is currently in a locked state, please move to the '''Registrar Lock''' tab, and click '''Disable Registrar Lock'''.
 +
#Click '''Edit Contact Information'''.
 +
#Make any changes that you wish.
 +
#Click '''Save Changes''' at the bottom, to ensure that you've kept the differences.
 +
*Note: If you encounter any errors in this process, please contact support and we'll provide you with alternate means. (https://support.hostek.com/ or email us at '''support@hostek.com''')
 +
 +
==Permissions for Sub-Accounts==
 +
#To set permission and restrictions for Sub Accounts follow these steps:
 +
#Log in to the (Billing) Control Panel, here: http://cp.hostek.com/.
 +
#On the '''Home''' page, click '''Update Your Details'''.
 +
#Click on the '''Contacts/Sub-Accounts''' tab.
 +
#Tick '''Activate Sub-Account''' to configure as a sub-account with client area access.
 +
#Tick the boxes next to the settings you would like applied.
 +
#Now set a '''different password''' than the one you used to log in.
 +
 +
*Note: The '''Sub-Accounts''' are '''NOT''' intended for Resellers to set-up for their '''clients'''; these are '''intended''' for individuals like '''business partners''', or '''employees''' that need/should have administrative access.
 +
*Note - There are other Categories you can select from by clicking on the '''Choose another Category''' link at the top.
  
 
==Client Control Panel - Video Tutorials==
 
==Client Control Panel - Video Tutorials==
Line 103: Line 159:
 
[http://hostek.com/tutorials/whmcs-9-emails.html Reviewing emails sent to you in your billing control panel]
 
[http://hostek.com/tutorials/whmcs-9-emails.html Reviewing emails sent to you in your billing control panel]
  
−
[[Category:Getting Started]]
+
[[Category:Getting Started]][[Category:Client Area]][[Category:Billing Control Panel]]

Latest revision as of 19:38, 26 January 2017


How To Edit/Change My Contact Details

  1. To login, visit http://cp.hostek.com
  2. Username - use your Email Address:
  3. Password - use the one provided to you in the welcome e-mail
  4. Click "Hello, Your Name!" drop down menu in the upper right hand corner, Click "Edit Account Detail".
  5. You will see a screen where you can edit all your information.
  6. Once you are done editing click the "Save Changes" button at the bottom of the screen

How to Add a New Contact or additional contacts

  1. To login, visit http://cp.hostek.com
  2. Click "Hello, Your Name!" drop down menu in the upper right hand corner, Click Contacts/Sub-Accounts.
  3. Under Choose Contact select Add New Contact in the drop down menu, and click Go.
  4. Fill in the information needed.
  5. You can select which type of emails you want them to receive under the "Email Preferences" section at the bottom.
  6. Once you are done click on the "Save Changes" button at the bottom of the screen.
  • To remove a Contact/Sub-Account follow the steps 1-2.
  1. Select a contact in Choose Contact.
  2. Click on Delete Contact at the bottom of the page.

How to add or edit your credit card information

  1. To login, visit http://cp.hostek.com
  2. Username use your Email Address:
  3. Password use the one provided to you in the welcome e-mail
  4. Click the "Billing" tab in the Top upper middle left of the screen., then click the "Manage Credit Card".
  5. Put the requested information carefully. Please double check your CC number when imputing it.
  6. Once you are done click on the "Save Changes" icon at the bottom of the screen.

How to change your billing password

  • To change your password
  1. To login, visit http://cp.hostek.com
  2. Username - use your Email Address:
  3. Password - use the one provided to you in the welcome e-mail
  4. Click the "Hello, Your Name" in the upper right hand corner, click "Change Password".
  5. Enter your Existing Password, then the New Password and confirm the new password.
  6. Once you are done click on the "Save Changes" button at the bottom of the screen.

How to reset your billing password

  • To reset your password
  1. To login, visit http://cp.hostek.com
  2. Click on the "Request a Password Reset" link below the Login.
  3. Enter the "Email Address" that we have on file.
  4. If you have a security question setup then you will need to provide that answer as well. Hit the "Submit" icon.
  5. Now the it should say "Validation Email Sent"
  6. Once you receive the e-mail please click on the URL where it says "To reset your password, please visit the URL below:"

How to change the "Security Question"

  1. To login, visit http://cp.hostek.com
  2. Username - use your Email Address
  3. Password - use the one provided to you in the welcome e-mail
  4. Click the "Hello, Your Name" in the upper right hand corner, click Security Settings.
  5. If you have a security question set, enter the answer.
  6. Please choose a security question
  7. Please enter an answer, then confirm your answer.
  8. Once you are done click on the "Save Changes" icon at the bottom of the screen.

Note - If you have forgotten the answer to your current security question, contact support for assistance.

How to Pay an invoice for Paypal and Credit card payments

  1. To login, visit http://cp.hostek.com
  2. Username - use your Email Address:
  3. Password - use the one provided to you in the welcome e-mail
  4. Click the Billing menu at the top and select "My Invoices".
  5. You will see a list of all your invoices on your account tracked by a invoice #
  6. Now find the invoice that you are needing to pay.
  7. Click on the "View Invoice" button on the right.
  8. Once you are in, verify the payment method is set to the correct method.
  9. Now click on the "Pay Now" button.
  10. If you are paying by paypal your paypal login screen should pop up.
  11. If paying by CC you can "Use Existing Card" or "Enter New Card Information Below"
  12. Make sure your information is set correctly.
  13. Now click on the "Click to Continue" icon.
  14. Proceed with the payment.

How to Manage My registered Domains in my account

  1. To login, visit http://cp.hostek.com
  2. Username - use your Email Address:
  3. Password - use the one provided to you in the welcome e-mail
  4. Click the Domains menu and select "My Domains" from the drop-down.
  5. On this screen you will see a list of your registered/transferred domains, the registration date and the next due date (expiration date).
  6. To manage your domain name click on the little Notebook with a green arrow on it to the right middle of the screen.
  7. Here you can Enable/Disable auto renew. We recommend that you have auto renew enabled.
  8. If a domain is disabled from auto renew "WARNING! It will therefore expire and become inactive at the end of the current term unless manually renewed."
  9. To renew a domain right now click on "Renew Domain" in the Domains menu.
  10. Select the domain you are wanting to renew and then click on the "Order now" button.
  11. To modify the WHOIS information for a domain names contact please click on the " Contact Information" Tab.
  12. Put the information needed and then click save. We recommend that you leave the administrative contact as us so we can manage the pre domain renewal notices.
  13. To get the EPP code click on the "Get EPP Code" Tab.
  14. To modify the name server for where your domain name points to input the name servers in the middle of the screen where it says Nameserver 1: and Nameserver 1: then click the "Save Changes" tab right under that.

How to Disable Auto Renew (or Enable Auto Renew)

  1. To login, visit http://cp.hostek.com
  2. Username - use your Email Address:
  3. Password - use the one provided to you in the welcome e-mail
  4. Click the Domains menu and then "My Domains"
  5. Click on "Manage Domain" for the domain you would like to modify auto-renew settings
  6. Click on the "Auto Renew" tab
  7. The status of your Auto Renew setting will be displayed with a button to Enable/Disable auto-renew

How to Add New Services

  1. To login, visit http://cp.hostek.com
  2. Username - use your Email Address:
  3. Password - use the one provided to you in the welcome e-mail
  4. Click the Services menu.
  5. Click Order New Services or View Available Addons
  6. Find the desired service and click Order Now

How to order multiple years of Domain Registration

  • Note: If you currently have a due invoice for the Domain's Registration, please contact support to get this cancelled. (https://support.hostek.com/ or email support@hostek.com)
  1. Firstly, you'll want to log in to your Client Area (here: https://cp.hostek.com/)
  2. Click on Domains.
  3. Select Renew Domains.
  4. And then select the amount of years you wish to pay for from the drop-down menu on the right-side of the Domain Name.
  5. Click the Order Now button.

How to edit Domain Registration Contact Details

  • If your domain is registered with us, these are steps to change your Domain Contact Details / WHOIS Information.
  1. Log in to the Client Area (here: https://cp.hostek.com/).
  2. Click on Domains.
  3. Select My Domains.
  4. On the right-side of the chosen Domain, you will want to click the Down-Arrow next to Manage Domain.
    1. If your domain is currently in a locked state, please move to the Registrar Lock tab, and click Disable Registrar Lock.
  5. Click Edit Contact Information.
  6. Make any changes that you wish.
  7. Click Save Changes at the bottom, to ensure that you've kept the differences.
  • Note: If you encounter any errors in this process, please contact support and we'll provide you with alternate means. (https://support.hostek.com/ or email us at support@hostek.com)

Permissions for Sub-Accounts

  1. To set permission and restrictions for Sub Accounts follow these steps:
  2. Log in to the (Billing) Control Panel, here: http://cp.hostek.com/.
  3. On the Home page, click Update Your Details.
  4. Click on the Contacts/Sub-Accounts tab.
  5. Tick Activate Sub-Account to configure as a sub-account with client area access.
  6. Tick the boxes next to the settings you would like applied.
  7. Now set a different password than the one you used to log in.
  • Note: The Sub-Accounts are NOT intended for Resellers to set-up for their clients; these are intended for individuals like business partners, or employees that need/should have administrative access.
  • Note - There are other Categories you can select from by clicking on the Choose another Category link at the top.

Client Control Panel - Video Tutorials

How to login to your billing control panel

How to change your password in your billing control panel

How to update your personal details in your billing control panel

How to update your billing information in your billing control panel

Reviewing your hosting packages in your billing control panel

How to register a domain name in your billing control panel

How to order additional items in your billing control panel

How to pay invoices in your billing control panel

Reviewing emails sent to you in your billing control panel

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