Account Settings

Getting Started with Account settings

• Profile
• Users
• Linked Accounts
• Security
• Having issues?

Profile: Personalize Your Presence

Profile shows a summary of your name and email address. You can click on your username to go to Personal Settings, where you can edit more details about your profile.

User Profile Page:

User Profile Page is where you can update your profile information, such as your name, email, phone number, time zone, and default currency. You can access User Profile Page by clicking on your profile image or name at home page > Account Settings > Profile.

Profile Avatar or Image:

You can change your profile avatar or image by clicking on it. You can upload a new image from your device or choose from the default avatars.

Profile Information:

You can edit the following information on your profile:

• First Name & Last Name: You can change your first and last name. Your name will be displayed to your team and contacts, so make sure you use an appropriate name.
• Email Address: You can change your email address. This is the email you use to log in to elfoA2P and receive notifications and alerts. You will need to verify your new email address before it is updated.
• Phone Number: You can add or change your phone number. This is the number you can use to send and receive SMS messages through elfoA2P. You will need to verify your phone number before it is activated.
• Time Zone: You can select your time zone from the drop-down menu. This will affect how the date and time are displayed on your dashboard and reports.
• Default Currency: You can select your default currency from the drop-down menu. This will affect how the prices and billing are displayed on your dashboard and invoices.

Users: Efficient Credit Management

The users page shows a list of users who are linked to your account. You can add, edit, or delete users, as well as manage their roles. You can access Users by clicking on Account Settings > Users.

The roles of the linked accounts are listed on the user’s page. ElfoA2P allow two roles for linked accounts:

Roles:

• Owner: The primary account in charge of comprehensive credit management.
• Manager: Account listed as “Manager’ are sub-accounts efficiently managed by the owner.

The Users page streamlines credit management for linked accounts

• Add New User:  You can add a new user as a sub-account or a manager. A sub-account is a user who can send and receive SMS messages using the credits received from the owner account but cannot access your billing or account settings of owner account.
  Step 1: To add a new user, click on the “+Add User” button. A form will appear where you can enter the new user’s email and name.
  
  Step 2: You can select the role of the new user, either owner or manager.
  
  Step 3: Click on “Add” to send an activation email to the new user. The new user will receive an email with a link to activate their account. They will need to create an account and agree to the terms and conditions before they can log in to elfoA2P. The new user will be listed as “Pending Activation” until they complete the activation process.
  
  
• Delete User: You can edit or delete an existing user by clicking on the “Delete user” button under options next to their name. You also can change their name, email, role, or status. You can also delete the user from the Linked account or unlink the account as owner. Note that deleting a user will remove their access to owner elfoA2P, but their main account will remain as it is. Sub-account users can access their account.

• Make Owner: Owner can list another sub-account manager as owner to manage credits transfer for other managers or sub-accounts.

Linked Accounts: Central Hub for Credit Management

Linked Accounts shows a list of accounts that are linked to your account. Owner can add/remove the sub-account to the linked account dashboard. The owner will be able to manage credits transfer with sub-account. Discover seamless credit management through the Linked Accounts feature.

• Account Details: Gain insights into accounts, roles, total credits, available credits, and credit transfer history.
• Credit Transfer History: Track dates and amounts of credit transfers.

 

Managing Credits Transfer:
Click “Transfer Credits” to Initiate credit transfers securely. Only owners can transfer credits to sub-accounts.

Buy Credits:
Owners can effortlessly top up credits by clicking “Buy Credits,” guiding them to the credit purchase page.

Security: Safeguard Your elfoA2P Account

Ensure your account’s safety with our dedicated Security settings. Security shows your security settings and preferences. You can change your password by clicking on the “Change Password” button. You will need to enter your current and new password and confirm it. You will need to log in with your new password the next time you access elfoA2P

You can access Security by clicking on Account Settings > Security.

Resetting Your Password:

Login Page:

• Press “Forgot Password” on the login window.
• Enter your email, and press RESET.
• Check your inbox for the reset link.
• Reset your password to regain access, following password security requirements.
  
  

Security Page:

• Navigate to the Security page.
• Enter existing and new passwords.
• Retype your password for verification.
• Press SAVE to apply changes, adhering to password security requirements.
  
  

Password Security Requirements:

• Contains at least 8 characters.
• Includes at least 1 number.
• Contains at least 1 special character.
• Includes at least 1 uppercase letter.
• Contains at least 1 lowercase letter.
  
  

Account Verification: Secure and Compliant Messaging

To send bulk SMS through elfoA2P, account verification is crucial for a secure and compliant messaging environment. Account Verification shows your verification status and documents. You may need to verify your account to comply with the regulations and policies of elfoA2P and its partners. Verification will also allow you to access more features and benefits, such as higher sending limits, lower rates, and premium support.

To verify your account, click on the “Verify Account” button. You will need to provide some information about yourself and your business, such as your name, address, phone number, and industry. You will also need to upload some documents to prove your identity and address, such as your passport, driver’s license, or utility bill. The documents should be clear, legible, and valid.

• Fill in Company Details: Provide essential information such as Company Name, Email, Address, and Registration Number.
• Details of Person In-Charge: Add the contact details of the person responsible for verification.
• Upload Documents (Optional): Submit documents like the Company Registration Certificate and ASP License in PDF format.
• User Declaration: Agree to terms, conditions, and accuracy of information.
• Pending Verification: Your submission is under review. Expect an email confirmation within 1-2 working days.
• Account Verified: Once verified, receive a confirmation email and start using A2P SMS services.

Once you submit your verification request, our team will review your information and documents and get back to you within 24-48 hours (about 2 days). You will receive an email notification when your verification is approved or rejected. You can also check your verification status on your dashboard.

Denied Verification:

• Account Verification Denied: If denied, contact elfoa2psupport@elfo.com. Use the “Update Verified Application” button for corrections or document re-submission.

Congratulations on unlocking the full potential of your elfoA2P Account Settings. For further assistance or faster verification, drop us a message. Happy messaging!