• How To Navigate To SMS Integration Settings

    To access the SMS Integration section, follow these steps:

    • Click on your profile name / avatar at the top-right corner of the screen (e.g., “Hello, System SuperAdmin”)
    • A dropdown menu will appear — click on Setting
    • This will open the Settings page — scroll down to find the SMS Integration section
  • Choose Your SMS Provider

    The SMS Integration section offers three options to select your preferred SMS provider:

    • Not Needed Now — select this if you do not want to configure any SMS integration at this time; no fields are required
    • Twilio — select this to integrate with Twilio, a widely used SMS and communication platform
    • ClickSend — select this to integrate with ClickSend, an alternative SMS delivery service
  • Setting Up Twilio

    If you select Twilio as your SMS provider, the following fields will appear on the right side. Fill in all three fields from your Twilio account dashboard:

    • Twilio Account SID — enter your unique Twilio Account SID, found in your Twilio console under Account Info
    • Twilio Auth Token — enter your Twilio Auth Token used to authenticate API requests
    • Twilio Phone Number — enter the Twilio phone number from which SMS messages will be sent (e.g., +1XXXXXXXXXX)
  • Setting Up ClickSend

    If you select ClickSend as your SMS provider, the following fields will appear on the right side. Fill in both fields from your ClickSend account:

    • ClickSend Username — enter the username associated with your ClickSend account
    • ClickSend API Key — enter the API key generated from your ClickSend account dashboard to authenticate SMS sending
  • How To Save SMS Integration Settings

    After selecting your preferred SMS provider and filling in the required credentials, click the Save button at the bottom-right of the SMS Integration section. Your SMS configuration will be applied immediately and used for all outgoing SMS notifications in the system.

  • Switching Between Providers

    You can switch between Twilio, ClickSend, or Not Needed Now at any time by simply selecting a different radio button and saving. Only the credentials for the currently selected provider will be used by the system.


💬