You are here: Clickatell | Support |Guides | Clickatell Gateway | Sub User Management Guide

Sub User Management Guide

Introduction Clickatell's sub user management system allows you to add sub users, clients, customers, departments or colleagues to a single central Clickatell account. Sub user accounts can be configured to draw from their own credit balance, or from the balance of the parent account (this is the account of the user immediately above). Credits can be transferred between accounts using vouchers, and reports are available to track sub account usage. It is important to note that sub users share your Client ID. Administering sub users is made easy through: A tool for adding sub users A comprehensive search facility Advanced reporting tools Voucher creation and administration The choice of where credits are drawn from (sub user's own account or parent account) Control over user access and account details Separate login details for all sub users Please read through this guide, and if you still have queries, please contact us. Adding Sub Users / Account Creation   Adding sub users or sub accounts to your primary account is the same process as adding a primary account via www.clickatell.com. The only difference is that the process begins within Clickatell Central. 1. Click on “add sub user” on the sub-menu toolbar 2. You will see the screen below. Please complete the form on behalf of your client / sub user. The following fields are compulsory: - First Name - Username - Password - International Phone Number - Email Address We strongly suggest that you complete all the fields – this makes future management much easier. 3. Once the form is completed, click on the SUBMIT button. 4. This will take you back to the home page – your user is now created as a sub-user of your account. The sub user’s account details will be the user name and password that you created, along with the SAME ClientID THAT YOU HAVE. Searching for Sub Users You’ve Added 1. To search through, or view the sub accounts that you have created, click on "search sub users" from within the "My Settings" menu. 2. Enter the appropriate search argument or just click on the "Search Sub Users" button to see all users created on your account. All your users will then be displayed. Sub User Details a) Depth This indicates how many levels below your account this user lies. This is always relative to your account. It shows how many level’s below YOU, the sub user is. If you get have a user showing a depth of 2, then it means that the tree will look like this: Depth 0> Your user – user A Depth 1> User A’s sub user called user B Depth 2> User B’s sub user called user C In this example: user B is a child of user A. Thus user A is the parent of user B. You can set up your account, and those of your sub users, to allow or block the creation of sub-users. This can be done by clicking on the “Edit” link within the actions links (h below).b) Username This is the username used to log into this account. b) Parent Number This is the user number of the parent of this sub-user. If you created 10 users – they will all have you as their parent. c) Username This is the username being used by this account to log in. Sub User Actions i. Edit You can use this function to edit your client's account details. This gives you access to the "account" page of the user. Use this to edit the user's personal details ie. username, address, email, etc. Right at the bottom you will also be able to set the client's user management privileges as follows: A highlighted privilege means that the client is able to perform the action. Right at the bottom you will also be able to set the client’s user management privileges as follows: A highlighted privilege means that the client is able to perform the action. Add users Allow or prevent this user from adding users to their own account. Add sub users Allow or prevent this user from allowing THEIR users to create sub users. Add products Allow or prevent this user from adding products to their own account. Add sub products Allow or prevent this user from allowing THEIR users to create sub products. Note: When changing the user permissions of the primary account (under Preferences), you will need to log out of Central and back in again for the changes to take effect. ii. Status This is used to assign privileges to your users and their sub users, which they cannot control themselves. Use the tick-box to enable or disable these options. This is useful when over riding the permissions your sub user's users. The two options you have are: Permit Login Allows the client to log into his or her own account – or block them from getting access to their account. Own Account This determines whether a client’s credits are subtracted from their own balance, or from the parent’s account balance. Own account highlighted, means they draw from their own balance. iii. Summary This allows you to get a summary of all credits added or used by the client over a period of time. It is being grouped by date and sub product. It provides a "credit count". iv. Msg report This allows you to get a full report on the messages that have been sent by the user. v. List Products This lists all the products that are registered under the specific account. This reveals the product ID and allows you to edit the preferences of the specific product. You can also add a new product to the user’s account by clicking on the ADD button. vi. Vouchers This option accesses the voucher management system. Use this system to transfer credits between your account and sub accounts, and between sub accounts. Your users can use vouchers on the payment pages as well. Vouchers created here will be drawn from the same account that the user normally draws credits from.The options you have are: 1. Generate a voucher Take credits from the account and allocate it to a voucher. Whoever redeems the voucher will get the credits. 2. Search for vouchers that have previously been generated. Filter options are active, and redeemed vouchers. You may also search for vouchers created within a specific date range. 3. Spend a Voucher in this account If you spend this voucher in an account – the account will receive the credits related to this voucher. A voucher can be spent in this admin page or can be used in the PURCHASE page. vii. Add Sub-user If you click on this - then you will see a sub user registration screen. This will create a sub user of the user you are currently viewing. viii. List Sub users This will show all the users registered under this sub user. You will then have all the above options with each of those users. ix. Balance This displays the current balance of the client. Note: If the user does not have their own account (set under status), then it will display the balance of the parent account.