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Sinch | Documentation Global
  • Introduction
  • Glossary
  • GETTING STARTED - MENU
    • Sinch Messaging Platform
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  • Credits and limits
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  • Send a message
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    • How to Send a Message
    • How to Set Up a File
    • Mapped errors
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    • Correlation ID
    • Tracking Sent Messages
    • Cancelling a Message
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    • MM2: New Report: Chat (MT + MO)
    • SMS Report > RCS
  • Reports
    • Viewing & Exporting Reports
      • New WhatsApp Conversation report
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  • Permission
    • System User Role
    • Managing Customers | Subaccounts
    • Permission Levels
    • Subaccounts & Users
    • IP Restriction
    • Two-step Verification
  • SMS
    • SMS Template
    • SMS BOT
  • RCS
    • RCS (Native)
  • WHATSAPP
    • WhatsApp Embedded Signup
      • Prerequisites
      • Registering your WhatsApp Number
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      • Potential Errors During the Embedded Signup Flow
    • Human Assistance Policy
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      • Channel Rules
      • Learn More About Tiers
      • Good Practices
    • WA Template - What Is It?
    • Registering a Template
    • Deleting a WA Template
    • WhatsApp Account Settings
    • WhatsApp Dashboard
    • Tech Providers - What is it and how does it work?
  • IA CONVERSATIONAL
    • Planning your bot
    • Creating a new bot
    • Adding content to your bot
      • Detecting information in expressions
      • Asking user info through input validation
      • Flow navigation with variables
    • Bot dialogs
      • Bot message
      • Go To
      • Input Validation
      • Action
    • Publishing & platform URLs FAQ
  • TECHNICAL DOCUMENTATION
    • API & Integrations
      • Introduction - Integrations
      • SMS API
      • Email API
      • Fallback API
      • WhatsApp API
      • WhatsApp Groups API
      • Listing Message Templates
      • WhatsApp Interactive API
      • WhatsApp Lists via API
      • WhatsApp Messaging via SFTP
      • Campaigns API
      • TTL - Time to Live
      • Webhook
  • SUPPORT
    • Status
    • Glossary - Status Page Components
    • Support
  • STATUS PAGE
    • Components status page
      • Integrations
        • SMPP
        • Web service API
        • Web Interface
      • Callback / Delivery Report
        • Webhook DLR (delivery to handset)
        • SMPP DLR (delivery to handset)
        • SMPP Callback (delivery to carrier)
        • Webhook Callback (delivery to carrier)
      • OPERATORS
      • WhatsApp Sending messages to the user (MT)
        • Internal Queues MT
      • WhatsApp Receiving User Messages (MO)
        • Internal Queues (MO)
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On this page
  • What is a Subaccount?
  • Subaccounts Menu
  • Subaccount Settings
  • ​Creating a Subaccount
  • Adding Users
  • User Profiles

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  1. Permission

Subaccounts & Users

Learn how to manage subaccounts and users within the platform.

PreviousPermission LevelsNextIP Restriction

Last updated 3 years ago

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What is a Subaccount?

Within Wavy, we have an architecture where our customer can use the same number to serve multiple purposes.

Within an Account, you can have multiple Subaccounts with customized “departments” and settings, where you can trigger multiple different things, such as service, CRM, Request status, among others

Each subaccount can have its own users and webhook; this enables the optimization of a customer number.

Only users with an Administrator profile can create subaccounts

Subaccounts Menu

Subaccounts Menu

Within our platform, access the “Subaccounts & Users” menu. In this session you can:

  • See all existing subaccounts in your main account

  • See users belonging to subaccounts

  • Create a new subaccount or user: Creating Subaccounts and Users depends on your user profile. Only the Administrator profile can create and manage subaccounts and users

Subaccount Settings

Within a Subaccount

When you select a subaccount, having an Administrator profile, you can:

  • Edit the Subaccount’s name and reference;

  • See the list of users linked to this subaccount;

  • Edit users of the subaccount;

  • Set LAs;

​Creating a Subaccount

Creating a new subaccount for your users is simple: after accessing the settings menu > Subaccounts & users, just click on Create Subaccount:

The platform requests that you add some information:

  • Name;

  • Reference name (It is the name used in our databank)

Adding Users

Only users with an Administrator profile can create new users

Access the settings menu > Subaccounts & users:

Switch the subaccounts menu to Users:

On this screen, you can see all users already registered on the platform. If you need to make any changes, such as email address, subaccount to which a user reports, name, or surname, just click the pencil that is under the actions tab:

To create new users on the platform, use the button: Create user.

Adding a User

By clicking on add user, you will enter the registration screen for your new user; fill it out with:

  • Name (required);

  • Surname (required);

  • Username

  • Email (Must be a valid email, and you can only use corporate email addresses, you cannot use @gmail.com, for instance);

  • Country code;

  • Phone number;

  • Set the subaccount to which it belongs (required);

User Profiles

Resale Administrator

Resale administrator: Has access to all resale customer features (reports, deliveries, and visibility of subaccount and user settings)

Data Analyst

Data analyst: Can extract reports from the entire account, but cannot have access to any other features or trigger any messages.

Manager

Manager: This profile has access to all data that is in the subaccounts of its account, i.e., it is a more macro profile that has information on everything, but does not yet have permission to edit and create new subaccounts and users.

Administrator

Administrator: The administrator profile, in addition to having all data available on everything within its account, such as reports, templates, groups, and contacts, among others, it can also create and edit new subaccounts and users.

User

User: Can send messages and access the report of messages it has sent. Can view some other information that is shared within the subaccount to which it belongs, such as templates, groups, and contacts.

Analyst

Analyst: Has access to everything that has been triggered from its subaccount, such as messages, reports, templates, groups, and contacts.

See to understand the permissions of this and other sessions

​: IMPORTANT – each profile grants different permissions

user profiles
User profile
Sinch Structure: Account and Subaccount
pencil