Related accounts let a large client work with multiple logins while sharing a single balance. Each linked account can have its own prices, routes, and SMPP settings, but draws from the same balance pool as the main account. This makes it easier to manage one client's funds regardless of how many accounts they operate from.
Go to Profiles → Clients.
In the Actions column, click the linked accounts icon next to the client.
In the window that opens:
Fill in the fields:
|
Field |
Description |
|
Parent account |
Pre-filled with the main account this linked account will be connected to |
|
Login |
The login for the new account |
|
Password |
The password for the new account |
|
ⓘ Name the linked account so it sorts next to the main account in the client list. For example, if the main account is Orchid_magazine, name the linked one Orchid_magazine_DIR. |
Click Create.
The linked account will be created with the same basic settings as the main account. You can then configure separate prices, routes, and SMPP accounts for it independently. The linked account shares the main account's balance – it has no separate top-up function. All related accounts appear in the Clients list alongside the main account.
