Account Management

In this article:

  • Explanation of Parent account, sub-accounts and users
  • Details of account functionality
  • Explanation of roles
  • Explanation of the Parent and Sub-Account relationship


DirectSMS features the concept of sub-accounts allowing our postpaid customers to more effectively manage their account hierarchy. In the past a customer who wanted to share information among their teams had to share with every user under the company account. Now a company can ensure only data is shared among work functions who require access to the information. 

The hierarchy is as follows:


Parent Account

Every top-level customer account is referred to as a Parent Account as this is the overarching account with the ability to manage Sub Accounts. An administrator accessing the parent account can conduct the following tasks:

  • Create Sub Accounts
  • Invite Users to the Parent Account or Sub-Account(s)
  • Access Billing Data
  • Create and Share Groups with Sub Accounts

 

Sub Account

A Sub Account is only available to postpaid customers and is created by an administrator at the Parent Account. A Sub Account can have one or more users and has the following attributes:

  • The sending entity - messages are sent on behalf of an account so reporting can be conducted on an account
  • Inbox
  • Groups and Contacts
  • Templates
  • Email to SMS registrations
  • Settings
  • Automation Rules
  • API Keys
  • Webhooks

All users associated with a sub-account have access to the information above, so team members can access the same information without having to share with employees working outside the team. One of the major benefits of using sub-accounts is that team members needing to access the same information (e.g. monitor an inbox), don't have to share credentials. If a user leaves the organisation, they can simply be removed from the account without impacting any data or other users.

For a closer look at Sub-accounts, including how to set them up and invite users, see this article


User

A user is simply a profile with access to login to the MessageMedia Hub web portal. A user can be invited to one or more accounts by an account administrator. A user can have one of the following access permissions:

  • Administrator (Parent Account level)
    • Create and manage sub-accounts
    • Invite users to the parent and/or sub-accounts
    • Manage billing data
    • Prepaid top-ups (prepaid accounts)
    • Share groups
    • Report on sub-accounts
  • Administrator (Sub Account level)
    • Invite users to that specific sub-account
    • Manage Account Settings
    • Manage Email to SMS registrations and settings
    • Resubscribe an unsubscribed contact
    • Create and manage API keys
    • Create Webhooks
    • Create Automation Rules
  • User
    • Send messages
    • Report on current account usage
    • View inbox
    • Create groups and contacts
    • View users

Users can be added or removed without impacting the account.


Account Relationships

There are three basic ways you can have your account set up.

1) Parent account with Users:


2) Parent account with sub-accounts and sub-account users:



3) Parent account with users PLUS sub-accounts with sub-accounts and sub-account users (a combination of the first two options):



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