You can update any client's settings at any time – contact details, sending permissions, credit limits, and more.
Go to Profiles → Clients.
In the Actions column, click the edit icon next to the client.
In the window that opens:
Update any of the following fields:
|
Field |
Description |
|
Login |
The client's login name displayed across the admin panel |
|
New password (optional) |
Set a new password – leave blank to keep the current one |
|
Retype password (optional) |
Repeat the new password to confirm |
|
Manager (optional) |
Assigned manager for this client |
|
Notification limit (optional) |
Balance threshold for low balance email alerts |
|
Moderation (optional) |
Sender moderation mode – Manual or Automatic |
|
Local time (optional) |
Client's timezone |
|
Time of dispatch (optional) |
Allowed sending hours |
|
Currency |
Cannot be changed after the account is created |
|
Allow credit (optional) |
Permanent credit limit |
|
Allow overdraw (optional) |
Temporary overdraw limit |
|
SMS priority (optional) |
Priority for this client's messages in the queue |
|
Disable Black List (optional) |
Bypass the platform's blacklist for this client |
|
Dynamic Sender (optional) |
Allow the client to use any sender name freely |
|
Send MO SMS via SMPP (optional) |
Forward incoming messages to the client via SMPP |
|
Short URL Feature (optional) |
Enable short URL generation in messages |
|
Monthly Postpaid Topup (optional) |
Amount added to the client's balance monthly for postpaid billing |
|
Daily limit (optional) |
Maximum number of messages the client can send per day |
|
Can SMS Tests (optional) |
Allow the client to send test messages |
|
Daily mailing of general statistics (optional) |
Send the client a daily statistics email |
|
Product type (optional) |
Product preset assigned to this client |
|
First and Last Name |
Contact name for this client |
|
Number of contract (optional) |
Contract reference number |
|
Company (optional) |
Client's company name |
|
Days of waiting DLR (optional) |
How many days to wait for a delivery report before marking a message as expired |
|
Delivery Status (optional) |
Default delivery status for expired messages |
|
Can Send via SMPP (optional) |
Allow SMPP connection |
|
Can Send via API (optional) |
Allow API sending |
|
Can Send from Web (optional) |
Allow sending from the web panel |
|
Can Send via RESTAPI (optional) |
Allow REST API sending |
|
Send RCS (optional) |
Allow RCS message sending |
|
Can Add Subaccount (optional) |
Allow the client to create sub-accounts |
|
Phone |
Client's phone number |
|
Company Credential (optional) |
Additional company details |
|
Country (optional) |
Client's country |
|
Business type (optional) |
Business category |
|
Category type (optional) |
Client category |
|
Telegram / Teams (optional) |
Client's Telegram or Teams contact |
|
|
Email for balance and account notifications |
|
Confirmed (optional) |
Mark the email address as verified |
|
E-Mail for Price update |
Email for price change notifications |
|
Price update format (optional) |
Format of the price update email |
|
E-Mail for Billing |
Email where invoices will be sent |
|
Enterprise (optional) |
Legal entity type for billing |
|
Dates for invoices (optional) |
Invoice generation dates |
|
Send stats (optional) |
Send statistics reports to the client |
|
Send invoices (optional) |
Send invoices automatically |
|
Send to email (optional) |
Send billing documents by email |
|
Comments (optional) |
Internal notes for this client |
Click Save.
The changes take effect immediately – the client will see updated settings the next time they log in or send a message.
