Customers

Customers of your SSG instance

This section contains customer account records and SMPP account details for each of your customers. Customers can be set-up and managed in this section and new SMPP accounts created.

Customers can send SMS from their own applications using the SMPP account details, and/or use the txtConsole Portal.

Customers section and SMPP account details

Customers section

Each customer dialog has the following tabs:

  • Company - company details
  • Billing - billing information, terms, invoicing addresses
  • Balance - account balance (monetary or SMS credits), audit trail, balance warning configuration
  • Other - API ID of customer
  • Contacts - customer contacts
  • SMPP - SMPP accounts
  • Reporting - SMS traffic by SMPP account
  • Notes - account notes (e.g. issue new SMPP account)

These tabs allow certain information to be added and changed, and for viewing details relating to low balance warnings, usage and SMPP account details.

Add new customer

Create a new customer by clicking on the New customer button.

Customer dialog (add new customer)

Customer dialog (add new customer)

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Quickly create a new customer and SMPP account

Use the Quick Create Customer+SMPP wizard to create a new customer account and create an SMPP account for that new customer. The wizard can optionally email your customer with details of their new account.

See SMPP accounts for how to create an SMPP account that can be used for SMPP and REST.

Edit existing customer

To edit an existing customer, double-click on the customer row or click the "Edit" button at the right of the row.

Customer dialog (edit existing customer)

Customer dialog (edit existing customer)

Account balance warnings

Low balance warning emails can be sent when a customer’s account balance reaches upper and lower thresholds. Internal emails (not for your customer) can be generated to alert you of the customer’s balance.

Removing customer account

When a customer's account is no longer required, you can "Archive" the account which will make it unusable by the customer. This will also remove it from throughout the SSG Admin Portal. Archiving the customer account will also archive all of their SMPP accounts.