CLIENTS & SUPPORT
Send a Password to a Client¶
Use this procedure whenever a client needs to be given a password, or several. Typical cases are a password reset, or a list of new email users with their passwords. The details are shared as a One Time Secret link, set to be viewable once only, and the link is sent in the client's WHMCS ticket.
The passwords themselves are never typed into a ticket or an email.
Never put passwords in the ticket
A WHMCS ticket is kept, and may be forwarded or emailed. Only the One Time Secret link goes in the ticket.
1. Log in and create the secret¶
Open One Time Secret and log in as info@netwiseuk.com, using NetWise's usual password procedures to get the login details.
Put what the client needs into the secret box:
- Password reset: the new password.
- New email users: the list of users with their passwords.
Check the contents are exactly right before you create the link. A secret that can be viewed only once can't be checked afterwards without using it up.
2. Set one view only and a 24-hour minimum expiry¶
Set the secret so that it can be viewed once only.
Set the expiry time to at least 24 hours, so the client has time to open the link before it expires.
Do not add a passphrase. NetWise does not use one.
3. Copy the link¶
Create the link and copy it.
4. Send the link in the WHMCS ticket¶
Reply to the client's ticket and paste the link.
Tell the client the link works once only. They should open it when they are ready to save the details, and save them straight away.
Final check¶
Before sending the reply, confirm:
- the ticket reply contains the link and not the passwords;
- the secret is set to one view only;
- the expiry time is at least 24 hours;
- no passphrase has been added;
- you have not opened the link yourself, because that would use up the single view.
Troubleshooting¶
The client says the link no longer works¶
The secret has either been viewed already or has expired. Either way it can't be recovered.
Create a new secret with the same contents and send the new link in the ticket, following the steps above.