SMS Portal

SMS
To use the SMS service without the need of an API or SMPP bind, your users can use a white label portal powered by the Atomic platform.
You can provide your customers with a white labelled portal where they will be able to manage their SMS account. The portal will enable to:
  1. Send SMS
  2. View received SMS
  3. Create Address Books and Contacts
  4. Manage and view their Campaigns
  5. View delivery reports
Below are some resource that you can go through on getting this setup:

Manage SMS Portal Access

Portal Access lets administrators create separate SMS Portal users for the same account.
Each team member can use their own login and only access the features they need, instead of sharing one account.

Where to find it

Step 1: Go to Configuration > Portal Access.
SMS dashboard with Configuration menu expanded, highlighting the Portal Access link
SMS dashboard with Configuration menu expanded, highlighting the Portal Access link
Step 2: The page shows each portal user's email, name, access type, and available actions.

Create a portal user

Step 1: From Portal Access, select Create.
Portal Access page showing the Access Roles & Permissions table with the Create button highlighted.
Portal Access page showing the Access Roles & Permissions table with the Create button highlighted.
Step 2: Enter the user's details:
a. Email
b. New Password
c. Confirm Password
d. First Name
e. Last Name
Step 3: Under Access Settings, select the features the user can access.
Create Portal Access form with Access Settings checkboxes for feature permissions.
Create Portal Access form with Access Settings checkboxes for feature permissions.
Step 4: Select Create.

Manage a portal user

From Portal Access, select Manage beside the user.
Portal Access table with the Manage button highlighted for a listed user.
Portal Access table with the Manage button highlighted for a listed user.
You can update the user's name, reset their password, and change their access settings. The email address cannot be changed for an existing user.
Dashboard access is always included. Other permissions can be enabled based on the user's role, including:
  • Send SMS
  • Address Book
  • Campaign
  • Automation
  • Configuration
  • Incoming SMS
  • Inbox
  • Reports

Automation access

Automation Trigger and Action permissions are kept together. When either permission is selected or cleared, the other is updated to match. This prevents users from being left with incomplete Automation access.

Show or hide a password

The New Password and Confirm Password fields include an eye icon. Select it to show or hide the password while creating or updating a portal user.

Requirements

  • Each portal user must have a unique email address.
  • Passwords must be at least 8 characters long.
  • At least one permission must be selected.
  • Dashboard access is included automatically.
  • Users can be deleted when access is no longer required.
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