How to Grant Access to Administrators?
Each administrator account on the platform can be assigned one or more roles that define what they can see and do. You can also grant individual permissions on top of a role for more granular control.
Before You Start
The administrator account must already...
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...