PD Guard checks your WHMCS installation and presents security and configuration findings for staff to review. It also offers sign-in alerts, with additional monitoring available on Pro.

What the workflow covers

Begin with the report and understand each finding before changing settings. An installation check and an alert are evidence for investigation, not a guarantee that an installation is free of security problems.

Before you start

Install PD Modules for WHMCS first, connect the account that holds your licence, then install PD Guard from its Store. Allow the administrator role that needs to use it.

Set up your first workflow

1. Open PD Guard and read the current report. Prioritise findings whose cause you can confirm in your own admin.
2. In Settings, review Alert on admin login and Only alert on a new IP / location. Set the alert recipient before relying on those notifications.
3. Review the client login-history options and decide which alerts your team will actually investigate. Enable additional Pro monitoring only after checking its configuration.

Check the result

Confirm the report is current and the chosen alert recipient is correct. Use the relevant task guide below to check the named setting or requirement. For work outside your admin controls, involve the administrator responsible for your server.

Explore the module

See the PD Guard for WHMCS module page for the current product details.

Guard task guides

• Read the PD Guard security and environment report in WHMCS
• Investigate PHP and runtime warnings in PD Guard for WHMCS
• Interpret CPU, memory and disk findings in PD Guard for WHMCS
• Configure administrator sign-in alerts in PD Guard for WHMCS
• Review administrator and customer sign-in activity in WHMCS with PD Guard
• Enable customer sign-in history and new-address emails in WHMCS with PD Guard
• Check failed-admin-login alerts and extended blocks in WHMCS with PD Guard
• Configure Pro environment monitoring in PD Guard for WHMCS
• Interpret PD Guard Pro monitoring history and missing alerts in WHMCS
• Connect and test a Pro PD Guard alert webhook in WHMCS

File integrity and malware task guides

• Set the first PD Guard Pro file-integrity baseline in WHMCS
• Run and read a PD Guard Pro file-integrity comparison in WHMCS
• Review an update before replacing a PD Guard Pro baseline in WHMCS
• Check PD Guard Pro file-scan coverage and caps in WHMCS
• Configure scheduled PD Guard Pro file-integrity checks in WHMCS
• Run a PD Guard Pro malware scan in WHMCS
• Review PD Guard Pro malware findings in WHMCS before acting

Administrator access and diagnostic task guides

• Configure the PD Guard Pro administrator access lock in WHMCS
• Check the administrator address behind a proxy in PD Guard for WHMCS
• Run and interpret a PD Guard Pro TLS certificate audit in WHMCS
• Interpret the PD Guard Pro Version Exposure report in WHMCS

Security audit and error-monitoring task guides

• Run and review the PD Guard Pro Security Audit in WHMCS
• Connect PD Guard Pro error monitoring to Sentry in WHMCS
• Investigate missing PD Guard Pro Sentry events in WHMCS