Resellers: Automatic Account Creation Using ClientExec

What is ClientExec?

ClientExec is an application that helps manage your clients. While Bluehost does not support the software, we support the installation and setup to secure account creation in ClientExec. To begin installing ClientExec and automatically create an account, follow the instructions below.

• How to Install ClientExec
• How to Set Up ClientExec
  • Basic Settings
  • Adding the Server
  • Configuring Plugins
• Summary

How to Install ClientExec

1. Log in to your Control Panel.
2. Click the Billing icon under Reseller Management Tools.
3. Make sure that ClientExec is selected, then click Continue.
4. Choose the URL your customers will use to complete an order for hosting services, create tickets, etc.
5. Enter a new password for ClientExec.
6. Open a new tab or window in your web browser and enter the URL you just specified in the previous steps.
7. Log in using the Log In button at the top right corner of the screen. The username will be the email address on your Bluehost account.

How to Set Up ClientExec

Learn how to efficiently create accounts in ClientExec by following the steps below:

Basic Settings

To set up ClientExec, you will mainly use the Setup tab at the top of the ClientExec screen. First, it is recommended that you do a bit of house cleaning.

1. Company Information

   1. Choose Settings from the Setup menu.
   2. Under Setup, update your Company URL and Name.
   3. Scroll down to the bottom of the page and click the Update Settings button.

2. General Setup Settings

   1. Click the Signup tab.
   2. Scroll down until you see a section for the domain username and password, then click No.
   3. Scroll to the bottom and click Update Settings.

3. Billing Information

   1. Click the Billing tab.
   2. Update the billing email address to an address on your hosting account.
   3. Click on the Support tab and change the support email address. This will also need to be an existing email address on your account.

Adding the Server

1. Go back to the Setup menu and choose Servers.
2. Instead of creating a new server, choose the existing one and click Edit.
   • Use whatever name you want for the Server name.
   • The Hostname needs to be the hostname for the box.
     • You can find the hostname under the stats section of the reseller cPanel.
   • The Shared IP section needs to be the IP address of your account.
     • This, too, can be found under the stats section of the cPanel tab.
   • Select cPanel for the Plugin.
3. Click the Name Servers tab.
4. Now that you are on the Name Servers tab, you must set up both reseller name servers in ClientExec.
5. Click the Add Nameserver button.
   • Hostname: set it to ns1.resellerdomain.com and ns2.resellerdomain.com with their respective IP addresses.
   • The IP addresses can be found by performing a dig on ns1.rhostbh.com (ns2.rhostbh.com will be shown in the additional section).
6. Click the Plugins tab.
   • Username: This is your cPanel username (found under the Stats section of the resellers cPanel)
   • Access Hash: Found in the Setup Remote Access Key section of WHM.
     1. Login to your Control Panel and click WHM.
     2. Click on the Setup Remote Access Key under the Cluster/Remote Access.
   • Set "Use SSL" to Yes.
7. Click Update to save the settings.

Configuring Plugins

1. From the Setup menu, choose Plugins.
2. Click the Order Processor tab in the right column.
3. Click the Yes radio button to enable the Order Processor.
4. Click Update to save the changes.
5. Next, click the Payment Processors tab next to the Services tab you are currently on.
6. The steps for each payment processor will vary a little, but you need to make sure that you Enable the option "In Signup" and click Update to save the settings for that payment processor.
7. Choose Products/Addons from the Setup tab.
8. Choose or create a new package to associate with a particular server (remember that we just set up a server earlier in the process).
9. Once you have selected a package, you can edit its settings here.
10. You can edit the name, description, etc.
11. Click the Advanced tab and associate a server with this package.
12. Enter the Package Name. This would need to have been previously created.
13. It is a good idea to copy and paste the name of the package (including the username) so that you can get it exactly.
14. Click Update.

You are now able to create accounts using ClientExec when a customer completes an order.

Summary

To manage clients, you need to instal ClientExec from your reseller control panel, updating basic settings (company and billing information), adding the server, and configuring plugins. This guide is meant to guide users through the installation and setup process seamlessly to reduce manual effort in ClientExec account management.