Creating a client account gives them access to the web panel where they can send SMS, manage their campaigns, and view statistics. Here's how to set one up from the admin panel.
Go to Profiles → Clients.
Click Create a client.
In the window that opens:
Fill in the required fields:
|
Field |
Description |
|
Login |
The login the client will use to access their panel. Displayed as the client's name across the admin panel – use one word, with underscores if needed (e.g. Orchid_magazine) |
|
Password |
Account password |
|
Retype password |
Repeat the password to confirm |
|
Currency |
Currency for all transactions and balance displays. Cannot be changed after saving |
|
First and Last Name |
Contact name for this client (typically the responsible manager) |
|
Phone |
Client's phone number |
|
|
Email for balance and account notifications |
|
E-mail for Price update |
Email for price change notifications |
|
E-mail for Billing |
Email where invoices will be sent |
|
Manager (optional) |
Assign a manager to 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 |
|
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) |
Assign a product preset to this client |
|
Number of contract (optional) |
Contract reference number |
|
Company (optional) |
Client's company name |
|
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 |
|
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 |
|
Can Add Subaccount (optional) |
Allow the client to create sub-accounts |
|
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.
You'll be taken to the client's profile page, where you can continue setting up their routes, prices, and connection details.
