Managing SMS Credits

 

There are three configuration options to choose from...

 

  • If you prefer to have a single pool of credits shared between all users within the system, the existing System-Wide credit configuration remains without change.
  • The Individual User Credits Configuration provides each User with their own dedicated pool of credits. Regular Users can purchase credits for them self or their team members and can also transfer their credits to their Team members.
  • Alternatively, the Office-Wide Configuration allows you to manage credits at an Office Level if you operate more than one Office within your system. Under the Office-Wide configuration, credits are shared between all Users who belong to a specific office.

 

Each option provides flexible permissions for purchasing and transferring credits as well as comprehensive audit reporting. If you would like to change your configuration please submit a client change request.

 

Individual User Config

Under this configuration:

  • Individual Users have their own dedicated allocation of credits.
  • Credits can be purchased for or transferred to active Users that have permission to ‘Send SMS’.
  • Regular Users can purchase SMS credits for Team members or transfer their own credits to Team members.
  • Users with ‘Manage Office SMS Credits’ permission can purchase SMS credits on behalf of any User within their Office/s or transfer credits between any Users within their Office/s (includes primary and additional Offices).


Note:

  • Credits must be allocated to an Individual User before they can be consumed. Master Users can manage unallocated credits.
  • Users will always consume their own individual credit regardless of on whose behalf the message was sent.
  • If permission is removed from a User with existing credit, their credit will need to be transferred before it can be consumed.
  • All changes to credits are logged for audit purposes.

 

See also:

 

Office-Wide Config

Under this configuration:

  • Users share and consume the credits of the Primary Office that they belong to.
  • Credits can be purchased for or transferred to a specific Office.
  • Users with ‘Manage Office SMS Credits’ permission can purchase SMS Credits on behalf of their Office/s or transfer credits between their Office/s (Includes primary and additional Offices).

 

Note:

  • Credits must be allocated to a specific Office before they can be consumed. Master Users can manage unallocated credits.
  • Users will always consume their Primary Office’s credit regardless of on whose behalf a message is sent
  • All changes to credits are logged for audit purposes.

 

See also:

 

System-Wide Config

Under this configuration:

  • All Users share and consume a single pool of credits.
  • Credits cannot be allocated to specific Offices or individual Users.
  • Credits can only be purchased for and shared between all Users in the system.

 

Note:

  • All changes to credits are logged for audit purposes.

 

See also:

 

 
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