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How do I authorise a user and their email address to be able to send an SMS message?

Updated: 19 April 2021 14:57:02 OpenCRM::Settings OpenCRM::SMS

As an extra level of security, users and email addresses that SMS messages originate from need to be authorised.

This is a simple process, there are 2 steps.

Firstly make sure the user has been allowed to send SMS messages within their OpenCRM user account.

Settings > Users > Select the User > Edit and Tick "can send SMS's"

This allows the user to send the SMS messages within OpenCRM.

The next step is to allow the SMS send process to allow this users email address to generate SMS messages. This additional level of security helps prevent people from sending messages withouth your knowledge, which obviously affects your SMS credits and therefore has a cost.

Settings > SMS Configuration > Login to your SMS account > Settings > Email to SMS > ADD the email address(s) and then select SAVE.

You will need to allow ALL email addresses that you would like to send SMS messages using this step. This includes any generic addresses that you may wish to set up, there are no limits to the number of email addresses that you can set up.

To add a Wildcard to authorise ALL email addresses at your domain take a look HERE

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