This newly added module of Approval Center would help administrating and managing several client side requests more effectively. From the beginning point of getting a client account approve or reject, approval center gives centralized option to manage the sender ID and Sending Countries requests from the client side. Let’s start learning how admin can treat the newly registered client account.
Navigate to Client Approval
Admin Main Navigation -> Approval Center -> Client Approval
Whenever a client registers for an account and subscribers for a package from the front-end, admin side would receive a notification telling the admin that a new client account is pending for approval. The new client account also starts appearing under “View all Clients” with a pending status. It also start appearing in the Approval Center under Client Approval, but only when you have “Auto Approve Client” settings from the Application settings selected as “Off”. If you keep “Auto Approve Client” from the application settings as “On”, client account will no longer get listed for the manual approval from the approval center.
Upon clicking the Client Approval from the left navigation, you will be taken to the page where all the clients registered for the service are listed. Following are the details of the table.
A unique identification number is assigned to every client in the system. This Id can later be used as a parameter within different APi calls.
Every row under this column represents a client registration with its name, and rows next to this provide information related to that specific client.
Email address of the client that he/she has provided while getting register for an account. Upon approving or rejecting the client account, notification will be sent on this given email.
Mobile number that the client has provided during the process of account registration, the confirmation SMS will be sent on this mobile number for mobile number verification.
There is a mandatory selection for the process of registration where every client account selects an appropriate package according to the volume suits his/her sending. The rows under this column are showing the package names that client account selected during registration.
It is showing the time when specific client requested to get registered for an account.
There are two possible actions that the admin can perform when the account is pending for approval.
Click the button to approve a client account, once clicked, a notification will be sent to the client through email/SMS or both.
Click to Reject specific client account, upon clicking, a message box appears on your screen asking the reason of rejection. This offers a way to notify the client account about the cause of rejecting his/her account. Whatever message you would type in the message box will be sent to client’s email.
Towards the top area of the table besides records to show, you have the option to select type of client account status to filter out the records in the table. For example, if you select “Approved” from the dropdown, table will populate the type of client accounts with an Approved status, same goes for Rejected and Pending Approvals.
After getting approved for their accounts, clients can request custom Sender-IDs for sending purposes. Once a client account requests a new sender-ID, system fires a notification for the admin and the requested Sender-ID starts appearing for Sender-ID Approval.
Navigate to Sender-IDs Approval
Admin Main Navigation -> Approval Center -> Sender ID Approval
The first page you land on after clicking the Sender-ID Approval would list the sender ids that are pending for approval. You can reach this page by clicking the admin notification that appears when someone requests/registers for a new Sender-ID. If no sender id is pending for approval, you will see the table on this page empty. If the table populates some records for the approval, here is the information you can find under each column.
Like the above mentioned client id, every sender-ID has also been assigned a unique identification number within the system.
Rows under this column are showing the names of the clients who have requested/registered for the Sender-ID using their accounts.
Each row under this column represents a Sender-ID that is being requested to get register from the client side.
View the document that the client account has submitted to support the registration of the specific Sender-ID. These documents are more often the letterhead of the companies that they have submitted to demonstrate the right to register a specific sender id belongs to them or their company. These documents are sometime needed by the gateways as a requirement to register a Sender-ID. So the admin can use these docs to further submit the request to the available gateway(S).
It is the time when the admin has received the sender ID request from the client account.
Here comes the main functionality of this page where you can opt to accept or reject specific Sender ID.
Approving a Sender-ID isn’t a work of just pressing a button for the admin and it may need some workaround on behalf before admin finally approves a Sender-ID for a client to use. The actual Sender-ID approval will come from the gateway that you have configured your system with. Therefore when you click the button approve, more options will pop-up on your screen. Here are these options.
It is showing that you are about to take an action about this specific Sender-ID
As mentioned above, a sender id would only become operational when the gateway approves it for sending. Different statuses can represent different stages of Sender-ID to the client, before the admin finally approves it as registered. Here is what all these statuses show.
When a new Sender-ID is first applied, its status appears as Under Review on both admin as well as client side. It shows to the client that the Sender-ID request was received by the admin and is currently under admin review by the admin.
It shows that the approval of the applied Sender-ID is now in process, and will soon be updated for the next status as approved or rejected. It is the time when the admin actually submits the Sender-IDs to the gateways for approval and waits for their response for the Sender-ID under consideration/process.
Note: Sender-ID will continue to appear in the list of Pending for Approval sender ids upon selecting both the above mentioned statuses. It only finally marks as operational when the admin selects the following “Registered” status for specific sender id.
Upon getting an approval response from the gateway(s), admin can select this status to finally mark specific sender-id as approved, and make it available for the client to use for the sending purposes. Sender-IDs with registered status are considered the Approved sender IDs.
If the client fails to submit appropriate compliance docs, or gateway doesn’t accept specific Sender-ID due to certain reasons, admin can click “Reject” to fire rejection notification to the client. You will also get the ability to send reason of the Rejection through an email to the client.
Like the options provided to filter out records in “Approve Clients” table, here too you can select one of these options to view the filtered records only. You can select “Rejected” to see what are the Sender-IDs listed as rejected within the system, and can select “Approved” or “Pending Approvals” to filter out the records in the table accordingly.
In SMSPlus, client account can only send SMS to the admin allowed countries. If the client account registered to send within US only, admin would approve US for his account. Apart from the primarily selected countries for sending, client can later add more countries in his/her account by going to his/her account settings and selecting to Apply for More Countries. Whenever a client account opts to apply for more country, admin is notified and the request for more country is received in the approval center under Country Approval.
Navigate to Countries Approval
Admin Main Navigation -> Approval Center -> Countries Approval
ID assigned to the specific country in the list, like the above mentioned tables for Client and Sender-ID approval.
Every record in this table is represented by a client name, a client who requested certain countries from his account to get approved by the admin, so after the approval client account can be used to send SMS to the specific countries also.
It is showing the name of countries requested by certain client account to open for his/her account. It can be a one or even multiple countries that the client account can request and admin account can accommodate.
It is simply showing the time when the admin received the request for country approval.
Like the earlier mentioned tools within approval center, this function would work the similar way. Following are the possibilities for the admin.
If the admin finds the request of the countries appropriate for the client account according the package he/she has subscribed, admin can apt to approve the request. Upon getting the request approved from the admin, client account can use his/her account to send SMS to these requested countries also.
If the admin service doesn’t cover specific geography that client has requested, or the client subscribed account doesn’t include sending to the country client has requested. Admin can turn the request down by opt the option “Reject” with a reason of rejection sent to the client via notification or email.
Filters of Approved, Rejected and Pending Approval will work the similar way as mentioned above for Client Approval and Sender-ID Approval.