Managing Subaccounts and User Roles in ClickSend

ClickSend offers robust options for managing subaccounts and user roles, enabling teams to share dedicated numbers, manage user access, and maintain security effectively. Below is an overview of how you can take full advantage of these features for your organization's communication needs.

Overview of Subaccounts and User Roles

Subaccounts in ClickSend allow you to:

Provide team members with their own login credentials.
Manage permissions for better control and security.

Use Cases for Subaccounts

Dedicated Numbers

Dedicated Numbers: For businesses where clients need a dedicated communication line, ClickSend allows a mix of both shared and dedicated numbers within one account. This flexibility ensures you can configure the setup to fit your architecture and client use case. You can ensure multiple users, like salespeople, use the same dedicated number as the sender ID while maintaining a single dedicated number for your organization. Subaccounts make this possible, as each user can log in independently.

Managing Multiple Numbers

With subaccounts, you can manage multiple dedicated numbers under a single login. These numbers remain distinct and can have unique routing rules for forwarding and automation, streamlining workflows for your team. The shared interface ensures all team members access the necessary numbers in one place.

Step-by-Step Guide to Creating Subaccounts

Log in to your ClickSend account.
Navigate to the Subaccounts section in your dashboard.
Select 'Create Subaccount' and input the user email and credentials.
Customize user permissions: - Define areas of access (e.g., billing, reporting). - Set up security levels for data protection.
Save the configuration.

Important: Use unique email addresses for each subaccount to ensure clarity in access management and prevent security risks.

Best Practices for Security and Permissions

To maximize security and efficiency when managing subaccounts:

Assign unique login credentials to prevent unauthorized access.
Regularly review and update permissions to ensure they align with the user's role.
Consolidate shared numbers and maintain organized routing rules to avoid confusion.

Frequently Asked Questions

Can I operate a mix of shared and dedicated numbers in ClickSend?

Yes, you can use shared numbers for some customers while opting for dedicated numbers for others. This setup can be configured easily within the same account.

How do subaccounts enable multiple users access to shared numbers?

Subaccounts allow users to log in independently and access shared messaging interfaces while retaining consistent sender IDs. This ensures streamlined communication management for teams.