Overview

After creating a Sub-account on Simpu, there are several important steps to take to ensure your team can start using the platform effectively. This guide will walk you through the process, from inviting team members to creating SMS templates.

Step-by-Step Guide

1. Invite Team Members

Once your Sub-account is created, the first step is to invite your team members:

• Send invitations to your team members
• Assign appropriate roles to each member:
  • Admin: Full access and control over the Sub-account
  • Member: Standard user with access to most features
  • Guest: Limited access, typically for temporary or external collaborators

2. Fund the Sub-Account

Before your team can start using the services, you need to fund the Sub-account:

• Credits will be deducted from the main reseller account's balance
• Ensure sufficient funds are allocated for your team's expected usage

3. Create SMS Sender ID

A Sender ID is crucial for your SMS communications:

• What is a Sender ID?
  • A Sender ID is the name or number that appears as the sender of an SMS
  • It helps recipients identify who sent the message
• Create a unique and recognizable Sender ID for your Sub-account
• Ensure it complies with local regulations and Simpu's guidelines

4. Create SMS Templates

Prepare SMS templates for your agents to use:

• Design templates for common scenarios or frequent communications
• Ensure templates are clear, concise, and aligned with your brand voice
• Templates can help maintain consistency and save time for your agents

Conclusion

After completing these steps, your agents will be well-equipped to start using the Simpu platform.