How to Give Team Members Separate Access to the Main Account?
Sub-accounts let you give other people on your team access to the platform - with only the permissions they actually need. For example, you can let one person send bulk SMS but restrict access to analytics or finances.
ⓘSub-accounts only control access to...
How to Export Incoming SMS to a File?
You can export your incoming SMS to a file and download it to your device. This is useful if you want to save a history of received messages or analyze them outside the platform.
Step 1: Request the Export
Go to Traffic → Incoming...
How to Export Detailed Reports on Sent SMS?
Exporting from SMS full data lets you save a filtered set of message records to a file you can download and share. The export runs in the background – once it's ready, it appears in Reporting Files for download.
Go to Current traffic...
How to Enable Sub-accounts for a Client?
By default, clients can't create sub-accounts on their own. You can enable this for each client individually — for example, if it's part of a paid plan or available on request.
Go to Profiles → Clients.
In the Actions column, click the edit icon...
How to Enable Products for Customers?
Products define the routing and pricing rules applied to a client's traffic. Assigning a product to a client activates the corresponding routes and prices for that account automatically.
Before You Start
At least one product must exist on the platform before you can assign...
How to Edit a Client Profile?
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: