How to create a new client?

How to create a new client?

The Create a Client function lets administrators and managers onboard new customers by setting up their account, contact details, billing, permissions, and messaging preferences.

To create a new client you need:

Step 1: Open the client creation form

On the Clients page, click the button at the top right -

And the system will redirect you to the client creation page -

Step 2: Fill in the required* and optional fields

*These fields are marked red squares on the screenshot.

Core client settings:

• Login — edit username used for platform access.

• Password / Retype password — update the client’s password if needed.

• Manager — reassign or change the account manager responsible for this client.

• Notification limit — adjust the message usage threshold that triggers notifications.

• Moderation — modify the moderation type (manual or automatic).

• Local time — update the client’s local timezone setting.

• Time of dispatch — change the allowed time window for sending messages.

• Currency — a default currency used for this client’s transactions (read-only if already set).

Financial settings:

• Allow credit — update the available credit limit for the client.

• Allow overdraw (temporary credit) — modify the temporary overdraft limit.

• SMS priority — adjust message delivery priority for this client.

• Disable Black List — enable or disable blacklist filtering for this client.

• Checkboxes:

  • Dynamic Sender — enable or disable the ability to use custom sender names.

  • Send MO SMS via SMPP — toggle inbound MO SMS reception via SMPP.

  • Daily mailing of general statistics — turn daily statistics email reports on or off.

Company and contact details:

• First and Last Name — edit the name of the client’s representative.

• Number of contract — update the associated contract number.

• Company — change or correct the company name.

• Company Credential — add or update legal or identification details.

• Phone — update the client’s contact phone number.

• Country — change the country of registration or operation.

• Telegram / Skype — add or update alternative contact methods.

Sending permissions:

• Days of waiting DLR — change the DLR wait time for this client.

• Delivery Status — update the client's delivery status (e.g., Active, Expired).

• Checkboxes:

  • Can Send via SMPP — enable or disable permission for SMPP messaging.

  • Can Send via API — enable or disable permission for API-based messaging.

  • Can Send from Web — enable or disable access to the web interface.

  • Can Send via RESTAPI — enable or disable REST API access.

  • Can Add Subaccount — allow or prevent the client from creating subaccounts.

Email and notification settings:

• E-mail — update the main contact email address.

• E-mail for price update — change where price update notifications are sent.

• E-mail for billing — update the billing email address.

• Price update format — select or modify the preferred format for price updates.

• DLR webhook URLs:

  • URL for send SMS State via API

  • URL for send Incoming SMS via API

  • URL for send SMS State via RestAPI

  • URL for send Incoming SMS via RestAPI

Billing preferences:

• Enterprise — update the client type (e.g., Company, Individual).

• Dates for invoices (separated by commas) — modify the schedule for invoice delivery.

• Checkboxes:

  • Send stats — enable or disable whether traffic statistics are sent regularly.

  • Send invoices — enable or disable invoice dispatch.

  • Send to email — set whether to send billing data via email.

Another:

• Comments — edit internal notes, comments, or special conditions related to this client.

• Product — change the assigned product or service plan for this client.

Step 3: Click to apply the updates or, If needed, click  to discard changes.