Helm 4

From WHMCS Documentation

[edit] Adding a Helm 4 Server

1. Begin by going to Configuration > Manage Servers
2. Click Add New Server
3. Enter the server name, IP address, select the server type "helm4" from the dropdown menu, and enter the username (Account Name & Login Name for Helm - must be the same) and password for the server
4. Click Create Server to complete the process and add your new Helm Server

[edit] Setting up a Helm 4 Package

To setup a package, go to Configuration > Products/Services. From there, you can create your product and configure the pricing and other options as necessary. When it comes to the Server Settings tab, you should do the following:

Set the Server Type to Helm4. You will then be asked for the Role ID and Plan ID. To find the Role ID, first go to Account Settings > Customer Account Roles. You can then click on the Excel download icon to get a list of roles & their IDs.

The download gives you an Excel sheet as follows with each role and it's ID number that you need to enter into WHMCS.

You need the role ID of the role this package should have which is highlighted above. You then need to do the same to get the Plan IDs by going to My Plans and then clicking the download link as shown below.

The download produces a list like the one below in Excel where you can then take the Plan ID from which you need to enter into WHMCS.