Guide to Adding a new sub account. This type of sub-account is different from the CSR account type (coming soon) which is a feature-limited type of account.
This type of user can have full access to the portal.
To create a new user - Click 'User Management' then Select 'New User'.
Username: Must be unique and more than 3 characters
Password: Use long (16 characters) password
Prevent User edit. Tick this box to prevent the sub-user from editing these
First name: the first name of the sub account
Surname: the surname of the sub account
email: the email address of the sub account
Mark as active. Tick this box if you want to mark this account active NOW. Otherwise an activation mail will be sent out to the email address.
Mobile Phone: International format
Service by: At the bottom of each mobile page there is a 'Service by..' text. This field sets the default company name who is providing the service.
SMS SenderID: Who the default SMS sender ID comes from. Limited to 11 characters
Toggle for Invoice or Prepay. Invoice is used for clients that will be billed at the end of the month. PrePay is for clients that will pay in advance
Leave as 0 when setting up account
Display balance: Toggle on/off to show the balance in the sub account. This will turn off the balance in the top menu and the balance/rate information in the sub-account.
Topup: Allow the client to topup (use for prepay). Payment is collected via Stripe
Currency: Set as euro/dollar or pound
Link: The price per link in the currency selected above. Setting link = 0.08 means setting a price of 8c (if euro selected as currency).
HLR : the price per HLR lookup
SMS: the default price of the SMS.
Country Specific: If you require multi country select each country, set the price per country and add as many as you require.
Invoices will show under this account. Default is set as blank
Access controls for Dashboard functions
SMS call back: Ask support for more help
OptoutCall back: Ask support for more help
Survey Callback: Ask support for more help
Use own SMS API credentials: Ask support for more help