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🛠️ Administration

Welcome to iTextPRO, your gateway to efficient document management!

To get started with accessing the iTextPRO admin site, you'll need to log in using the Admin URL and login credentials provided by our Service Delivery team.

Once you've successfully logged in, you'll be greeted by a user-friendly interface equipped with various navigation controls. The primary navigation control to kickstart your experience is 'User Administration — User Management.' Keep in mind that the associated controls nested under this menu will only become visible once you input a specific username and hit the 'View' button.

For in-depth insights into the functionality of the Administration section, you'll find comprehensive descriptions of the various controls in the subsequent sections of this document.

👥 User Administration

Navigating to the User Management page is a breeze. Just click on the 'User Management' option, and it will seamlessly guide you to the User Management page.

To continue, enter the username you're interested in within the dedicated search box and hit the 'View' button. The search box automatically populates matching records in alphabetical order, making your search quick and effortless.

User Management

➕ Add New User

Diving into the process of expanding your user base is simple. Just click the "Add New User" button to initiate the creation of a brand-new user account.

However, to ensure a comprehensive setup, you'll need to provide the following essential information.

Step 1: Enter User Details

Upon clicking the "Add New User" button, iTextPRO will guide you to a dedicated page. Fill in the following:

  • First Name
  • Last Name
  • Address
  • User Name – Must be unique.
  • Password – Minimum 8 characters, with at least:
  • 1 uppercase letter
  • 1 lowercase letter
  • 1 numeric character
  • 1 special character
  • Email ID – Used for email alerts including OTPs and welcome emails (based on Admin SMTP settings).
  • Mobile Number
  • Time Zone – Affects report timestamps and user-specific display.
  • User Currency – Display purpose only; subject to real-time conversion.
  • User Account Validity:
  • Custom Validity – Define an end date.
  • Lifetime Validity – No expiry (permanent access).
  • User Account Type:
  • User – Access to User Panel.
  • Reseller – White-label account with branding and pricing options.

Add User Step 1

Step 2: Notification Details (Optional)

Customize your notifications by adding multiple stakeholders' emails for alerts like:

  • Login OTPs
  • New User Verification
  • Rate Plan Updates
  • Approval Notifications

Add User Step 2

Upon clicking "Create New User", a welcome email is sent (requires SMTP configuration). iTextPRO confirms success and presents:

  • I will do it some other time – Redirects to the new user's profile.
  • OK! Let’s do it – Launches the Account Configuration Wizard.

Add User Step 3

Step 3: Configuring Gateway Settings

Choose your routing method:

  • Yes – Use a fixed gateway for all messages.
  • No, I will add the routing rule later – Let the Main Routing Engine dynamically handle routing.

You may also click "Skip" to proceed.

Gateway Settings Routing Option

Step 4: Adding SMS Credits

  • Enter Credits – Number of SMS credits.
  • Save Changes
  • Proceed to Next Step

💡 All credit transactions are in base currency only.

Credits

Step 5: Choosing Sender ID Policy

Select from:

  • Dynamic Sender ID – Users can use any sender ID (numeric/alphanumeric).
  • Fixed Sender ID – Use a predefined sender ID for consistency.

Click "Save" to confirm.

Sender ID Sender ID Settings

Step 6: Setting Up SMPP Account for Wholesale Customers

To create an SMPP account:

  • Select Yes
  • Configure:
  • System ID
  • Password
  • Whitelist IPs (for security)

🛡️ Best Practice: Whitelist IPs to avoid SMS spamming.

Use 0.0.0.0 for open access (authentication via System ID & password).

SMPP Setup 1 SMPP Setup 2

Step 7: Managing User Account

After completing setup, you'll see the final message with 3 options:

Option 1: Impersonate

Log in as the user instantly—no need for separate credentials.

Option 2: Setup Advance Billing

Manage rate plans:

  • Add New Selling Price:
  • Country
  • MCC/MNC
  • Selling Price
  • Activation status
  • Import Rate Plan Template

⚠️ Ensure selling price ≥ gateway cost to avoid message drops (Loss Protection Policy).

Option 3: Manage this User

Access the Profile or User Management page for further adjustments.

A welcome email will be sent automatically.

Impersonate Rate Plan Setup Manage User

🎉 You're all set! You’ve now fully configured a user in iTextPRO, and are ready to manage users, billing, notifications, and much more—all from one place.

User Management

The User Management section is organized into multiple tabs for improved control layout. This division of controls associated with the user account provides convenience in managing the user account effectively.

To find a specific user, simply enter the username in the search box and click on the View button. The search box is equipped with an intelligent feature that automatically populates the box with matching records in alphabetical order.

For a visual representation, please refer to the figure below:

User Management

User Management Tabs Details

First Row Options

Impersonation

  • Description: Selecting this option allows you to log in or impersonate a user into their account.
  • Authentication: Enter the admin password for verification.
  • Note: The user account opens in a new tab within the same browser window, facilitating simultaneous management of both user and admin accounts.

Manage Rate Plan

  • Functionality: This hyperlink redirects you to the User Rate Plan page.
  • Purpose: Configure selling prices for countries and networks.

Status

  • Usage: Activate or deactivate a user/reseller account.
  • Result: Deactivated users cannot log in.

Delete this User

  • Action: Permanently delete a user account.
  • Caution: Deleted users cannot be restored.

Second Row Options

Profile (Details Included)

  • User Name
  • User ID
  • Mobile Number
  • Email ID (used for communication and alerts)
  • Time Zone
  • User Priority (for routing messages)
  • Account Role (Reseller or User)
  • User Currency (display currency, subject to conversion)
  • Validity Up-to (Custom or Lifetime)
  • Last Login IP
  • Last Login Date Time

Functionality: Access and manage basic user profile information.

Reset Password

  • Action: Reset the password for users or reseller accounts.

Note: All actions in the User Management section contribute to a comprehensive and streamlined user account management experience. For further details, consult the iTextPRO user manual.

Additional Privileges and Advanced Settings

Advanced Privileges

User Lock Status

  • Description: Enabling this option locks the user account, restricting login activities.

User Spam Validation

  • Description: When enabled, iTextPro validates user SPAM keywords for each campaign. Trusted users can override this by deactivating the toggle.

Global Spam Validation

  • Description: Enables the application to validate Global SPAM keywords for user campaigns. Trusted users can override this validation.

API IP Validation

  • Description: Enabling this option ensures iTextPRO validates the whitelisted IP address before processing API requests.

HTTP Web Push

  • Description: When enabled, the application forwards DLR copies to the HTTP endpoint URL configured in the user account's manage webhooks option.

User Overselling Threshold

  • Description: Enables configuration of an Overselling Threshold limit on users, allowing them to consume a specified amount beyond the allocated balance.

Example:
If the threshold is set at 500 EUROS, the user can consume up to 500 EUROS more than the allocated balance.

Advanced Settings

Advanced Settings

Open Sender

  • Description: Enables end-users to submit messages with a dynamic sender ID (numeric or alphanumeric).

Open Template

  • Description: Enables users to use dynamic content in messages by allowing open templates.

Is Skip Profile OTP

  • Description: Sends an OTP to the user's registered email ID for profile update activities.

Is Skip Login OTP

  • Description: Sends an OTP to the user's registered email ID for login activities.

Allow DLR Compensation

  • Description: Allows enabling or disabling DLR compensation for child reseller accounts.

DLR Compensation

  • Description: Defines DLR compensation percentage for different message statuses, generating automatic fake DLRs to maximize profitability.

Properties:

  • DLR Status and Compensation: Select message status and corresponding percentage.
  • Threshold SMS Limit: Defines the destination number threshold for applying DLR compensation.

Note: Advanced settings empower administrators to customize user experiences and optimize profitability.

Example:
You’ve applied DLR compensation on the user account as below, and your user sends the campaign on 200 Mobile Numbers:

  • DLR Compensation: 30%
  • Threshold SMS Limit: 100 Mobile Numbers

DLR Compensation

As per the configuration: - Out of 200 messages, only 140 messages will be submitted to the gateway vendor. - For 60 messages, iTextPRO generates automatic fake DLRs, resulting in maximizing your profitability for 60 messages.

If the user sends a campaign on 70 mobile numbers (below threshold), DLR compensation is not applied.

Active Services

This section consists of the Plugins offered by iTextPRO. These plugins need to be opted separately as they are not part of the packaged application.

Active Services

Active Services Display: Shows the plugins currently enabled.

1. MO (Mobile Originator)

  • Function: Activates the MO service for users.
  • Once iTextPRO receives the incoming message (MO), it appears in the user's inbox report.
  • Messages can be forwarded to SMPP, HTTP push, email, or trigger automatic replies.

2. Smart SMS

  • Function: Activates the smart SMS feature.
  • Converts long URLs into shortened smart links.
  • Tracks:
  • User's mobile number,
  • IP address,
  • Device details,
  • Geolocation.

3. Email to SMS

  • Function: Converts emails into SMS messages, enabling communication via email gateways.

Sender ID

The Sender ID tab empowers users to configure their sender IDs directly. It displays:

  • Pending
  • Approved
  • Rejected sender IDs

Accessible via the "View Sender ID" link.

Sender ID

To add a Sender ID:

  • Click Add New
  • Define the Sender ID and purpose
  • Click Save

The sender ID (status: approved) will be added to the user account.

Add Sender ID

Template

The Template section allows users to view existing templates. Each template's status (approved, pending, rejected) is clearly marked.

Templates

Message Details

Users gain insight into the last three campaign messages and their status-wise statistics, helping assess campaign performance.

Message Details

Credits

The Credits tab shows:

  • User's available balance
  • Transaction history

Users can manage their account balance via "Add More Credit":

Credits

To add credits:

  • Select service type
  • Enter payment details
  • Specify the credit amount

Note: Credits must be added in the base currency.

Add Credit

Filter

The Filter option allows users to whitelist mobile numbers, ensuring DLR compensation is not applied to those.

Add mobile numbers with country codes easily.

Filter

MT Routing

The MT Routing Rule is a pivotal feature. You can:

  • Create routing rules for directing SMS traffic
  • Apply to:
  • Web interface
  • APIs
  • SMPP submissions

Users may also configure fixed gateway routing rules, auto-populating entries in the Main Routing Engine.

Note: Configuring a fixed gateway is optional but enhances routing efficiency.

MT Routing