MS-2.2: Add a Client


In this particular article, we are discussing the admin side functionality to manually add a client account, though it isn't the only way of adding client accounts within MumaraSMS. When a client subscribers for a package and registers himself by filling out the registration form, all of the provided information is automatically added into his/her account on the admin side. In case the client account is added automatically, admin would still need to perform some of the tasks manually, like reviewing the account for approval or allowing the client accounts certain countries for sending SMS to. However, skipping the registration process for now, let's stick to our main function of adding client account from the admin side.


Process of adding a new client has been distributed in separate section to fill in the basic details mandatory to add client account, and putting forward optional field details in a separate section. These sections are separated by the three separate tabs. Filling all the fields of the first tab “Input Client Details” is mandatory to move to the next tabs. Successfully completing the processing will enable the client account to log into the dashboard using the set login details (Email & Password).


Navigate to Add a Client Account

Main Navigation->Client->Add a Client

Image#MS-2.2.1-Input Client Details



Upon clicking Add a Client Account, you will straight be taken to this screen where you are required to input mandatory client details. All the fields and selections on this page are mandatory to fill for adding a client account and for moving to the next step.


 Table#MS-2.2.1-Mandatory Client Details 

Note: Mandatory Fields are Marked with Asterisks 

Field Name


Description (Information to Fill/ Options to Select)
Email Address Text Field

This would be the email address of the client that also be used as login email. Once the client is added this email will be used to log into the client account.

Password Text Field

This would be the email address of the client that also be used as login email. Once the client is added this email will be used to log into the client account.

Country  Dropdown Selection

Which country client belongs to? This would open a dropdown of all countries for selection.

Mobile Number  Number Field

Mobile number of the client for future communication via short messages and confirmation of the client’s identity. The client number should be in appropriate format which is Country Code, Network Prefix and Mobile Number.


For your convenience, mobile number is distributed in two separate number fields; first one is specific for adding country code. Application automatically adds the country code when you select a client’s country from the dropdown above; all you need to do is to provide complete mobile number including network prefix/area code as per the numbering system.

Package Type Dropdown Selection 

There are multiple types of packages that you can create using MumaraSMS, following your preferred business model and billing cycle. Among the available three, there are Top-Up plans, Credit Plans and Monthly Subscription Based packages that the admin can offer to its clients. From this dropdown, you will need to select an appropriate package for the specific client account you are about to add.

Package Dropdown Selection

As per your selection of the type of package that you want to assign to the new client account, this dropdown option will display the available packages to select the one appropriate for the client. E.g. if you select Monthly Package as type of the package, this dropdown will load all available packages for you to select the one appropriate for the new client to subscribe.  Same happens when you select Top-Up type of plan or Credit Plan.

Select Time Zone Dropdown Selection

Select the time zone for the client account. Scheduled tasks for the specific client account will be executed by following the time zone selected from here.

Add Funds Number Field

This option will only appear in case the Credit Plan or Top-Up plan is selected as type of package. You need to add initial funds/credits required to subscribe to specific package. Make sure that the funds/credits lower than the minimum funds/credits limit (As Described in Package) can’t be added.

Currency  Dropdown Selection

Available currencies that system can handle will appear in this dropdown to select a preferred one for the specific client account.

Language Dropdown Selection

Since MumaraSMS is Multilanguage supported platform, client account can be setup with the preferred choice of language. For the specific client account, page titles, descriptions, field labels, help notes and options will appear in the preferred language choice that is selected from this dropdown.  

Status Dropdown Selection

Mark the status value of the client account as one of the following.

  • Active are the clients with fully operational accounts with an ability to send SMS.
  • Inactive client accounts will be having limited access to their accounts without the ability to use their account for Sending
  • Unverified are the accounts that wasn’t or remained unable to get the accounts verified for the details (i.e. Mobile, Email).
  • Closed/ Suspended are the clients that no longer will be able to access their accounts.


Optional Fields


After completing all mandatory fields of the first tab, you will get the ability to move to the 2nd and the 3rd tab. Second tab that says “Optional Fields” consists of fields to input optional information with regard the client account. All the fields are simple text fields, considering the fact that the title of every field well serves its purpose and the information that you can input, we quickly move on to the third tab without going in further details of optional fields.



The third tab allows admin to permit the client account sending to the specific selected countries. It is a multiple select option that you can use to select and permit the client sending to the multiple countries. There is a search box at top of the multiple select option that you can use to search and select specific country. Client account will only be allowed sending to the countries that the admin of the application permits him here.


Image#MS-2.2.2-Select Countries to Allow SendingAllowed_Countries.png

Saving Client Details

After selecting the destination countries, press “Finish” saving the client account, or click “Previous” to return to the previous step.

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