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FEBRUARY/MARCH 2021 - PRODUCT UPDATE SUMMARY

The following updates are now live in the web portal, as of March 4, 2021


New "Create Sub-account" Page

When creating a new sub-account, you now have the ability to set SMS limits and assign users at the point of creation:

1. Give your new sub-account a name

2. Set hourly and/or daily SMS limits (this is optional)

3. Assign users to the account (only users associated with the account under which the sub-account is being created can be assigned to the new sub-account)



Multi-tiered account hierarchies (up to five levels of sub-accounts)

Where previously there was a two-tier hierarchy (Parent account and on level of sub-accounts), there are now up to five tiers of sub-accounts available. Each tier can create multiple sub-accounts if required (an example of this is visible on the right hand side of the below chart):



Level 2 sub-accounts are created in the Level 1 sub-account by going to Accounts, then Sub Accounts and selecting New Sub Account:


In the next screen, enter a name for the new Level 2 account, set SMS limits (if required) and assign users to the account (note - only users associated with the Level 1 account can be added to each Level 2 account):

This process is repeated to create subsequent accounts (i.e. log in to a Level 2 sub-account to create a Level 3 sub-account and so on).



Shared contacts - improved identifier

When logged into a sub-account and viewing contacts in a list (either in "All Contacts" or as part of a contact group), shared contacts with be shown with a familiar icon to illustrate the fact that the contact has been shared from the parent account. There is also a hover-over tool tip to explain the icon, and the restrictions around editing shared contacts:

This process is repeated to create subsequent accounts (i.e. log in to a Level 2 sub-account to create a Level 3 sub-account and so on).