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Home > Success Center > Web Help Desk (WHD) > Web Help Desk Getting Started Guide > Client accounts > Define client options

Define client options

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Created by Melanie Boyd, last modified by Melanie Boyd on Oct 10, 2016

Views: 183 Votes: 0 Revisions: 7

Client options are general settings that affect all clients who log in to Web Help Desk. Review these options and update them as needed.

  1. In the toolbar, click Setup.
  2. Choose Clients > Options.
  3. If you want to allow clients to create accounts from the client interface, change the Client Can Create Account setting.

    If you allow clients to create accounts, SolarWinds recommends selecting Only if the client's email matches an Accepted Domain. Specify the accepted domains below.

    File:Success_Center_V2/Web_Help_Desk_(WHD)/WHD_Admin_MT/070/1G0/ClientOptions-CreateAccounts.png

  4. If you want to email login information to new clients, select E-Mail Client When Account Is Created.

    File:Success_Center_V2/Web_Help_Desk_(WHD)/WHD_Admin_MT/070/1G0/ClientOptions-EmailOnCreation.png

    To change the text of the email that Web Help Desk sends, choose Setup > E-Mail > Templates and open the New Account Message template.

  5. Review and update other settings as needed. See the tooltips for information about each option.
  6. Click Save.
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