Diving into the process of expanding your user base is a cinch. Just give that “Add New User” button a click, and you’ll have the power to initiate the creation of a brand-new user account.
However, please keep in mind that to ensure a comprehensive setup of a user account, you’ll need to provide the following essential information. Here’s a step-by-step guide:
Step 1:
The moment you click the “Add New User” button, seamlessly guides you to a dedicated page where you can input the user’s particulars. Here’s what you’ll need to fill in:
First Name: Enter the user’s first name.
Last Name: Provide the user’s last name.
Address: Input the address of the user.
User Name: Select a unique username for the user to access the User Panel.
Password: Set a secure password for the user to log in to the User Panel. It should be a minimum of 8 characters and include at least 1 uppercase letter, 1 lowercase letter, 1 numeric character, and 1 special character.
Email ID: Enter the user’s email address. This email will serve as the primary contact point for future communication. will also utilize it for sending important email alerts, including welcome emails, OTP verification emails, and more, in accordance with the Admin SMTP settings.
Mobile Number: Provide the registered mobile number of the user for future communications.
Time Zone: Select the user’s local time zone. This feature allows the application to convert date and time information received on your admin panel to the user’s preferred display/time zone. It has an impact on features like “User’s Campaign name” and “Campaign Reports,” as well as the “Sent Message count.”
User Currency: This currency is used for display purposes only. All financial transactions are processed in the application’s base currency. However, for a more personalized experience, you can choose the user’s display currency. Please note that the display currency is subject to real-time conversion and may vary based on the conversion factor.
User Account Validity: You have two options to consider:
Custom Validity: With this option, you can define an end date for the user account. Once the specified end date is reached, the user will no longer be able to log in to their account.
Lifetime Validity: By selecting this option, the user account is created with unlimited(lifetime would an appropriate word) validity.
User Account Type: Choose between two account types:
User: Selecting the user account type grants access to the user panel, where the user can send messages and manage their account. For further details, refer to the User Module document.
Reseller: Opting for the reseller account type provides a white-label reseller account with customizable branding features, such as uploading the company logo and company information. Resellers can also configure the cost price for each customer, creating an additional revenue stream. Notably, it’s possible to upgrade the category of a user account type to a reseller account type with ease.
This comprehensive guide ensures that your user account setup is both seamless and tailored to your specific needs.
Step 2: Notification Details (Optional):
The Notification Details feature offers a user-friendly interface to efficiently manage notification alerts, such as Login OTPs, Approval Notifications, New User Email Verifications, Rate Plan Price Updates, and more.
Customize your notifications by adding multiple stakeholders’ email addresses based on your specific needs. This intuitive tool streamlines the process of handling various alerts for a seamless user experience.
Upon clicking the “Create New User” button, a welcome email will be sent to the end user. It is important for the admin/reseller to configure the SMTP (Simple Mail Transfer Protocol) settings to enable the email alerts.
Additionally, it will display a confirmation message indicating the successful creation of the user.
