In this particular article, we are discussing the admin side functionality to add and view client account using the built-in function. The article mostly discusses the admin function to add a client account. However, it isn't the only way of adding a client account within SMSPlus. A client can register for an account from the signup page of the client-side by filling out the fields of the registration form and selecting the desired package.
Client account registered by signing up from the client-side also appears here in the View Clients table for the admin review. Once a client completes the signup form on the client-side, the system fires a notification on the admin side to review the client details and approve/reject the client account using Approval Center.
You may need not go through the manual review and approval process, in case you have enabled Auto Approve client account from the Application Settings. You mostly enable these settings when you have billing systems like WHMCS integrated with SMSPlus. Even if the client accounts are added via auto-registration, the admin would still need to perform some of the tasks manually, like allowing the client accounts in certain countries for sending SMS to. However, skipping the registration process, for now, let's stick to our main function of adding a client account from the admin side.
Main Navigation->Client->Add a Client
The process of adding a new client has been distributed in a separate section to fill in the basic details mandatory to add a client account, and putting forward optional field details in a separate section. All these sections run in a process. Filling all the fields of the first tab “Input Client Details” is mandatory to move to the next tabs. Successfully completing the process will enable the client account to log into the dashboard using the set login details (Email & Password).
Upon clicking Add a Client Account, you will straight be taken to this screen where you are required to input mandatory client details. All the fields and selections on this page are mandatory to fill for adding a client account and for moving to the next step.
Email Address
This would be the email address of the client that also be used as login email. Once the client is added this email will be used to log into the client account.
Password
This would be the email address of the client that also be used as login email. Once the client is added this email will be used to log into the client account.
Country
Which country client belongs to? This would open a dropdown of all countries for selection.
Mobile Number
Mobile number of the client for future communication via short messages and confirmation of the client’s identity. The client number should be an inappropriate format which is Country Code, Network Prefix, and Mobile Number.
For your convenience, the mobile number is distributed in two separate number fields; the first one is specific for adding country code. The application automatically adds the country code when you select a client’s country from the dropdown above; all you need to do is to provide a complete mobile number including network prefix/area code as per the numbering system.
Package Type
There are multiple types of packages that you can create using MumaraSMS, following your preferred business model and billing cycle. Among the available three, there are Top-Up plans, Credit Plans, and Monthly Subscription Based packages that the admin can offer to its clients. From this dropdown, you will need to select an appropriate package for the specific client account you are about to add.
Package
As per your selection of the type of package that you want to assign to the new client account, this dropdown option will display the available packages to select the one appropriate for the client. E.g. if you select Monthly Package as a type of package, this dropdown will load all available packages for you to select the one appropriate for the new client to subscribe to. The same happens when you select Top-Up type of plan or Credit Plan.
Select Time Zone
Select the time zone for the client account. Scheduled tasks for the specific client account will be executed by following the time zone selected from here.
Add Funds
This option will only appear in case the Credit Plan or Top-Up plan is selected as the type of package. You need to add initial funds/credits required to subscribe to a specific package. Make sure that the funds/credits lower than the minimum funds/credits limit (As Described in the Package) can’t be added.
Currency
Available currencies that the system can handle will appear in this dropdown to select a preferred one for the specific client account.
Language
Since MumaraSMS is Multilanguage supported platform, client account can be setup with the preferred choice of language. For the specific client account, page titles, descriptions, field labels, help notes, and options will appear in the preferred language choice that is selected from this dropdown.
Status
Mark the status value of the client account as one of the following.
After completing all mandatory fields of the first tab, you will get the ability to move to the 2nd and the 3rd tab. The second tab that says “Optional Fields” consists of fields to input optional information with regard to the client account. All the fields are simple text fields, considering the fact that the title of every field well serves its purpose and the information that you can input, we quickly move on to the third tab without going in further details of optional fields.
Countries to Allow for Sending
The third tab allows the admin to permit the client account sending to the specifically selected countries. It is multiple select options that you can use to select and permit the client to send to multiple countries. There is a search box at top of the multiple select options that you can use to search and select a specific country. A client account will only be allowed sending to the countries that the admin of the application permits him here.
After selecting the destination countries, press “Finish” saving the client account, or click “Previous” to return to the previous step.
The page offers a list of all clients with a bunch of valuable information about every client in the list. It also gives the admin the ability to perform a couple of useful actions to manage the existing client accounts. Client accounts can either be created manually using "Add a Client" from the navigation, or a client account can also be added automatically when a client subscribes/registers for a package (Auto Registration).
The table that opens after clicking view all clients show a list of all available clients in the system. Every row of the table represents a separate client with his/her name and related information.
Serial Number
Serial number is the set pattern that every table across the application follows. It shows the serial number of records in the table.
First Name
When the client account was created, First Name appeared as an optional field to fill the information in. If the client account was created without filling this optional field of First Name, a row of the First Name column will remain empty for such client. Only the client account that was setup by filling in the First Name information will be having information in this column.
Last Name
Email address falls into the mandatory category of fields when setting up a client account. Each row of the column represents an email address of the client, and if the client’s email is confirmed then it will be labeled as (Verified), and if the client's email is still pending for confirmation, it will be labeled as (Unverified). The client will use this email to log into the account; therefore the email has to be verified before the admin activates the account.
Mobile Number
Apart from the email address, a valid mobile number is required from the client-side to successfully setup an account. Mobile numbers of the client accounts appear under this column.
Package Type
Showing the package type among one of the following
Package
Listing the packages the client accounts have subscribed to respectively.
Status
The client account can have one of the following statuses
Actions
Admin has the ability to perform more than a few actions to manage the client accounts, following is the list of actions that can be performed.
| Edit Client | Clicking will lead you to the Edit Client Details page, where you will be able to edit and update the earlier provided details of the client. This includes mandatory as well as optional details. |
| View Documents | Click to view the docs that a specific client has submitted, i.e. Sender-ID request letters, etc. |
| Delete Client | Click to delete the client account from the list, this will soft delete the client account and will move it to trash. Deleted items will remain in the trash until the empty trash cron runs to permanently delete it. |
| Login as Client | By clicking this, the admin can login to the specific client’s account with complete access to the functions and features. When in the client’s account, the admin doesn’t have to logout from the client account to login again from the admin panel. Click “Back to Admin” to swiftly return to the admin panel. The image followed by the table shows the position of getting back to the admin panel from the client panel. |
| Topup | Click to topup extra credit in a specific client account. |
