Profiles – Overview & Guide

How to manage a client profile?

The Client Settings section opens when you click a client's login in the Clients list. This is the central dashboard where you can:

• View and edit key account data (balance, credit, time zone, registration, etc.)

• Perform quick actions like editing the profile, blocking/unblocking access, and viewing history

• Access navigation tabs for pricing, routing, API configuration, incoming SMS, and more

This unified view makes it easier to support, analyze, and manage all aspects of a client’s account.

Key actions:

1. You can add negative packages to credit notes or deduct incorrect payments.

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1. Using the client action panel

The action panel provides quick access to core functions for managing a specific client.

• Click button opens the client’s dedicated interface with traffic analytics, API configuration, pricing, and more.

• Click button opens the profile editor, allowing you to change login details, set credit limits, assign managers, and more.
  For detailed instructions, follow Update Client Account Details.

• Click button temporarily disables the client’s ability to send traffic and halts operations.

• Click button opens a log of changes, balances, and activity for the selected client.
  For detailed instructions, follow History Tab Overview & Usage.

• Click button permanently removes the client account from the platform. This action is irreversible.

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2. Exploring profile settings via tabs

At the top of the client profile, you’ll find multiple configuration tabs:

• Destinations — assign country-specific pricing and manage personalized routing pools.
  For detailed instructions, follow Prices – Overview & Guide or Personal routing – Overview & Guide.

• Payments — view payment logs, top-up records, and download invoices.
  For detailed instructions, follow Payments – Overview & Guide or Invoices – Overview & Guide.

• Replacement Rules — define sender and content replacement logic for specific routes.
  For detailed instructions, follow Content replacement rules – Overview & Guide or Sender replacement rules – Overview & Guide.

• SMPP Config — add or manage SMPP credentials and IP access for the client.
  For detailed instructions, follow SMPP Credentials – Overview & Guide or SMPP IP – Overview & Guide.

• API Config — set up API tokens and IPs for direct platform access.
  For detailed instructions, follow API token – Overview & Guide or API IP – Overview & Guide.

• REST API Config — configure REST API endpoints specific to this client.
  For detailed instructions, follow REST API IP – Overview & Guide.

• Incoming SMS — assign a reception number for two-way communication.
  For detailed instructions, follow Reception of SMS – Overview & Guide.