Administration

Welcome to iTextPRO, your gateway to efficient document management! To get started with accessing the iTextPRO admin site, you'll need to log in using the Admin URL and login credentials provided by our Service Delivery team.

Once you've successfully logged in, you'll be greeted by a user-friendly interface equipped with various navigation controls. The primary navigation control to kickstart your experience is 'User Administration — User Management.' Keep in mind that the associated controls nested under this menu will only become visible once you input a specific username and hit the 'View' button.

For in-depth insights into the functionality of the Administration section, you'll find comprehensive descriptions of the various controls in the subsequent sections of this document. Whether you're managing users or exploring a lot of features at your disposal, this document will serve as your trusty guide to maximizing the potential of iTextPRO.

User Administration:

Navigating to the User Management page is a breeze. Just click on the 'User Management' option, and it will seamlessly guide you to the User Management page.

To continue, enter the username you're interested in within the dedicated search box and hit the 'View' button. Our search box is designed with intelligence in mind – it automatically populates matching records in alphabetical order, making your search quick and effortless.

Add New User: 

Diving into the process of expanding your user base is a cinch. Just give that "Add New User" button a click, and you'll have the power to initiate the creation of a brand-new user account.

However, please keep in mind that to ensure a comprehensive setup of a user account, you'll need to provide the following essential information. Here's a step-by-step guide:

Step 1:

The moment you click the "Add New User" button, iTextPRO seamlessly guides you to a dedicated page where you can input the user's particulars. Here's what you'll need to fill in:

First Name: Enter the user's first name.
Last Name: Provide the user's last name.
Address: Input the address of the user.
User Name: Select a unique username for the user to access the User Panel.
Password: Set a secure password for the user to log in to the User Panel. It should be a minimum of 8 characters and include at least 1 uppercase letter, 1 lowercase letter, 1 numeric character, and 1 special character.
Email ID: Enter the user's email address. This email will serve as the primary contact point for future communication. iTextPRO will also utilize it for sending important email alerts, including welcome emails, OTP verification emails, and more, in accordance with the Admin SMTP settings.
Mobile Number: Provide the registered mobile number of the user for future communications.
Time Zone: Select the user's local time zone. This feature allows the application to convert date and time information received on your admin panel to the user's preferred display/time zone. It has an impact on features like "User's Campaign name" and "Campaign Reports," as well as the "Sent Message count."
User Currency: This currency is used for display purposes only. All financial transactions are processed in the application's base currency. However, for a more personalized experience, you can choose the user's display currency. Please note that the display currency is subject to real-time conversion and may vary based on the conversion factor.
User Account Validity: You have two options to consider:
Custom Validity: With this option, you can define an end date for the user account. Once the specified end date is reached, the user will no longer be able to log in to their account.
Lifetime Validity: By selecting this option, the user account is created with unlimited(lifetime would an appropriate word) validity.
User Account Type: Choose between two account types:
User: Selecting the user account type grants access to the user panel, where the user can send messages and manage their account. For further details, refer to the User Module document.
Reseller: Opting for the reseller account type provides a white-label reseller account with customizable branding features, such as uploading the company logo and company information. Resellers can also configure the cost price for each customer, creating an additional revenue stream. Notably, it's possible to upgrade the category of a user account type to a reseller account type with ease.

This comprehensive guide ensures that your user account setup is both seamless and tailored to your specific needs.

Step 2: Notification Details (Optional):

The Notification Details feature offers a user-friendly interface to efficiently manage iTextPro notification alerts, such as Login OTPs, Approval Notifications, New User Email Verifications, Rate Plan Price Updates, and more.

Customize your notifications by adding multiple stakeholders' email addresses based on your specific needs. This intuitive tool streamlines the process of handling various alerts for a seamless user experience.

Upon clicking the "Create New User" button, a welcome email will be sent to the end user. It is important for the admin/reseller to configure the SMTP (Simple Mail Transfer Protocol) settings to enable the email alerts.

Additionally, iTextPRO will display a confirmation message indicating the successful creation of the user. At this point, you will be prompted to choose one of the available actions.

I will do it some other time: By selecting this option, iTextPRO will redirect you to the profile section of the newly created user account.

OK! Let’s do it: When you click on this option, iTextPRO will open the Account Configuration Wizard, which provides an easy-to-use interface for configuring user settings in your user account.

Step 3: Configuring Gateway Settings

After selecting "OK! Let's do it," the next step involves choosing the processing method for messages. You will encounter two options:

Option 1: Yes

Select this option if you want to channel all messages from this user through a fixed gateway. This ensures that every message sent by the user follows a predefined route through a specific gateway.

Option 2: No, I will add the routing rule at a later stage.

Opt for this option if you prefer to manage the routing of messages from this user based on the Mobile Terminated (MT) routing rule configured in the Main Routing Engine. iTextPRO will dynamically select a gateway based on the matching rule set for the specific user.

If you wish to bypass this configuration step, simply click on the "Skip" button. iTextPRO will then proceed to the next configuration step, allowing you to tailor the settings according to your preferences.

This flexibility ensures that iTextPRO adapts to your messaging needs, providing you with a customized and efficient experience.

Step 4: Adding SMS Credits to Your User Account

After clicking "Save & Go Next," you will be prompted to manage your SMS credits. Follow these steps to ensure a seamless experience:

Enter Credits:
Input the desired number of SMS credits you wish to add to your user account..

Save Changes:
Click on the "Save" button to confirm and apply the changes to your SMS credits.

Proceed to the Next Step:
After saving your changes, you can proceed to the next step in the configuration process.
Managing your SMS credits ensures uninterrupted messaging services. Keep an eye on your current balance to stay informed about available resources.

Note: All transactions related to credits take place in base currency only.

Step 5: Choosing Sender ID Policy

After selecting "Save & Go Next," tailor your messaging experience by choosing the Sender ID policy that best suits your needs. The Sender ID, synonymous with From Address or Originator Address, is a key aspect of message identification.

Here are the available options:

Dynamic Sender ID:

Opt for "Dynamic Sender ID" if you prefer flexibility. This option empowers users to employ any numeric or alphanumeric sender ID when composing a message. Enjoy the freedom to personalize your sender identity based on your messaging context.

Fixed Sender ID:

Choose "Fixed Sender ID" for a consistent and predefined sender identity. Configure a single sender ID, which will be displayed by default in the user's account when composing a message. This ensures uniformity in your sender identification across all messages.

Instructions:

Select your preferred Sender ID policy by choosing either "Dynamic Sender ID" or "Fixed Sender ID."
Save your configuration changes by clicking on the "Save" button.

Next Steps:
Proceed to the next step in the configuration process after saving your Sender ID preferences.

Customizing your Sender ID policy enhances the clarity and recognition of your messages.

Step 6: Setting Up SMPP Account for Wholesale Customers

Upon selecting "Save & Go Next," you'll have the opportunity to create an SMPP account tailored to your wholesale customers. Here's how to proceed:

Create SMPP Account:
Choose "Yes" to initiate the setup of an SMPP account for your wholesale customers.

Configure SMPP Details:
Upon selecting "Yes," iTextPRO will redirect you to configure the SMPP details for your user.
Default information such as Server IP and Port No. will be displayed for your reference.

Enter SMPP Account Details:
Provide the following details when configuring the SMPP account:
System ID: This serves as the username for connecting to the SMPP account.
Password: Set a secure password associated with the SMPP account for authentication.
Whitelist IP: Specify specific IP addresses allowed access to the SMPP account. This enhances security by permitting only whitelisted IP addresses to terminate SMS to the iTextPRO application.

Best Practice:
It is recommended to follow whitelisting IP addresses to prevent spamming of SMS traffic. You can add IP addresses at a later stage if needed.

Note: Besides specifying specific IP addresses, you have the option to use an open IP address (e.g., 0.0.0.0) for a particular SMPP account. In this case, user bind requests will be validated based on the provided system ID and password, without considering the IP address.

Next Steps:
Complete the configuration by saving your SMPP account details and proceed to the next step.

Step 7: Managing User Account
Congratulations on successfully configuring your user account in iTextPRO! Upon completion, iTextPRO will present a completion message, offering the following options:

Option 1: Impersonate
Choose this option to log in or impersonate the user by clicking "Yes." This allows you to access the user account seamlessly, eliminating the need for separate login credentials. After impersonation, the user account will open in a new tab within the same browser window, enabling simultaneous management of both user and admin accounts.

Option 2: Setup Advance Billing
Opt for this option to configure the rate plan for the user, allowing you to set up a customized pricing structure. Upon selecting "Manage Rate Plan," you can add new selling prices and import rate plan templates with ease.

Add New Selling Price:
Configure details such as:
Select Country
Select MCC/MNC
Selling Price
Is Active (to enable or disable the rate plan for a specific combination)

Import Rate Plan Template:
Import selling prices defined for different countries and networks directly into your user account.

Please ensure that the selling price adheres to the minimum gateway cost price to prevent dropped messages in line with the "Loss Protection Policy."

Option 3: Manage this User
Select this option to access the Profile section of the user or navigate to the User Management page. Efficiently manage and make necessary adjustments to the user's configuration.

Welcome Email:
A welcome email will be automatically sent to the registered email ID of the user, providing essential information and confirming successful account creation.

Next Steps:
Based on your preference, choose one of the options to continue fine-tuning and utilizing your iTextPRO user account.

User Management:

The User Management section is organized into multiple tabs for improved control layout. This division of controls associated with the user account provides convenience in managing the user account effectively.

To find a specific user, simply enter the username in the search box and click on the View button. The search box is equipped with an intelligent feature that automatically populates the box with matching records in alphabetical order. For a visual representation, please refer to Figure below User Management. The accompanying screenshot will give you an immediate impression of the interface.

The detail of every tab is explained in the following section.

User Management Tabs Details:


First Row Options:

Impersonation:

Description: Selecting this option allows you to log in or impersonate a user into their account.
Authentication: Enter the admin password for verification.

Note: The user account opens in a new tab within the same browser window, facilitating simultaneous management of both user and admin accounts.

Manage Rate Plan:

Functionality: This hyperlink redirects you to the User Rate Plan page.
Purpose: Configure selling prices for countries and networks.

Status:
Usage: Activate or deactivate a user/reseller account.
Result: Deactivated users cannot log in.

Delete this User:
Action: Permanently delete a user account.
Caution: Deleted users cannot be restored.

Second Row Options:

Profile (Details Included):

• User Name
• User ID
• Mobile Number
• Email ID (used for communication and alerts)
• Time Zone
• User Priority (for routing messages)
• Account Role (Reseller or User)
• User Currency (display currency, subject to conversion)
• Validity Up-to (Custom or Lifetime)
• Last Login IP
• Last Login Date Time

Functionality: Access and manage basic user profile information.

Reset Password:
Action: Reset the password for users or reseller accounts.

Note: All actions in the User Management section contribute to a comprehensive and streamlined user account management experience. For further details, consult the iTextPRO user manual.

Additional Privileges and Advanced Settings:

User Lock Status:
Description: Enabling this option locks the user account, restricting login activities.

User Spam Validation:
Description: When enabled, iTextPro validates user SPAM keywords for each campaign. Trusted users can override this by deactivating the toggle.

Global Spam Validation:
Description: Enables the application to validate Global SPAM keywords for user campaigns. Trusted users can override this validation.

API IP Validation:
Description: Enabling this option ensures iTextPRO validates the whitelisted IP address before processing API requests.

HTTP Web Push:
Description: When enabled, the application forwards DLR copies to the HTTP endpoint URL configured in the user account's manage webhooks option.

User Overselling Threshold:
Description: Enables configuration of an Overselling Threshold limit on users, allowing them to consume a specified amount beyond the allocated balance.

Example: If the threshold is set at 500 EUROS, the user can consume up to 500 EUROS more than the allocated balance.

Advanced Settings:

Open Sender:
Description: Enables end-users to submit messages with a dynamic sender ID (numeric or alphanumeric).

Open Template:
Description: Enables users to use dynamic content in messages by allowing open templates.

Is Skip Profile OTP:
Description: Sends an OTP to the user's registered email ID for profile update activities.

Is Skip Login OTP:
Description: Sends an OTP to the user's registered email ID for login activities.

Allow DLR Compensation:
Description: Allows enabling or disabling DLR compensation for child reseller accounts.

DLR Compensation:
Description: Defines DLR compensation percentage for different message statuses, generating automatic fake DLRs to maximize profitability.

Properties:
DLR Status and Compensation: Select message status and corresponding percentage.

Threshold SMS Limit: Defines the destination number threshold for applying DLR compensation.

Note: Advanced settings empower administrators to customize user experiences and optimize profitability.

For example: Let’s say, you have applied for DLR compensation on the user account as below and your user sends the campaign on 200 Mobile Numbers.

• DLR Compensation: 30%
• Threshold SMS Limit: 100 Mobile Numbers.

So, as per the above configuration, out of 200 Messages, only 140 Messages will be submitted to the gateway vendor and for 60 messages iTextPRO generates automatic fake DLR resulting in maximizing your profitability of 60 Messages and aids in generating a profit margin.

If in case your user sends the campaign on 70 Mobile numbers which is less than the applied Threshold SMS limit, then DLR compensation is not applied.

Active Services: 

This section consists of the Plugins offered by iTextPRO. These plugins need to be opted separately as these are not a part of a packaged application.

Active services will display the plugins opted for by iTextPRO.

1. MO (Mobile Originator): On enabling this plugin, it activates the MO service for your user, once the iTextPRO application receives the incoming message (i.e. MO), it displays them in the inbox report of the user. 

Further, Incoming messages can be forwarded to SMPP, HTTP push, or email, also they can trigger further actions - an automatic reply. 

2. Smart SMS: On enabling this plugin, it activates the smart SMS feature for your user. It converts a long URL into a shortened link which is the smart link. Once the user clicks on the link, it will redirect to websites/images, etc 

 iTextPRO intelligently captures the user’s mobile number by clicking on the SMART Link (which is encrypted within the shortened links), IP, device details, and geolocation and displays in advanced reporting. 

3. Email to SMS: Enabling this plugin, activates the Email to SMS feature for your user. It converts standard emails into SMS messages, enabling you to send messages directly to your intended recipients.

Sender ID:

The Sender ID tab empowers users to seamlessly configure their sender ID directly within their iTextPRO accounts. It provides an overview of all pending, approved, and rejected sender IDs, which can be conveniently accessed through the "View Sender ID" link.

If you want to add the sender ID directly to the user account, you need to click on Add New button, iTextPro opens the below page wherein you need to define the sender ID and the purpose for your reference and click on the Save button.

Once you click on the save button, the sender ID with the status approved will be added to the user account.

Template:

The Template section allows users to effortlessly view existing templates associated with their user accounts. Each template's status, whether approved, pending, or rejected, is clearly indicated for user reference.

Message Details:

Within the Message Details section, users gain insight into the latest three campaign messages' status-wise statistics. This feature enables users to monitor and assess the performance of their campaigns based on execution.

 
Credits:

The Credits tab offers a comprehensive view of the user's available balance and transaction history. Users can also manage their account balance by adding or deducting credits directly through the "Add More Credit" option. When utilizing this option, users specify the credit type (e.g., SMS), payment reference, and the desired credit amount.

To add credits, users select the service type, input payment details for future reference, and specify the quantity of credits or currency (numerical values only). It's important to note that credits must be added in the base currency.

Filter:

The Filter option allows users to whitelist specific mobile numbers, ensuring that delivery report compensation is not applied to those numbers. Mobile numbers, along with their respective country codes, can be easily added to the whitelist.

MT Routing:

The MT Routing Rule is a pivotal feature. You can create MT routing rules to direct SMS traffic through various routing policies. This rule is effective for all message submission methods, including web interface, APIs, SMPP. Users also have the option to configure fixed gateway routing rules, which automatically populate an entry in the Main Routing Engine.

Note: Configuring a fixed gateway is optional, and its implementation enhances the efficiency of message routing in iTextPRO.

Site User Tree List:

The user hierarchy feature provides a convenient hierarchical view of both users and resellers, allowing users to have a comprehensive overview of all clients simultaneously.

By selecting a specific username within the hierarchy, users can effortlessly navigate to the basic profile information of the corresponding user account. This streamlined process enables quick access to detailed information about individual users, enhancing user management and navigation within the system.

Manage User Groups:

This feature facilitates the logical grouping of users, enabling the mapping of these groups to specific MT routing rules. In the event of an outage or performance issues with the primary gateway vendor, users can seamlessly switch to an alternative gateway vendor with a single click.

By updating the MT routing directly from the main routing engine, users can swiftly transition their messaging traffic to a secondary gateway vendor. This streamlined process ensures quick responsiveness to any issues, enhancing system reliability and minimizing downtime.

Client Detail List:

The Client Detail List feature offers a visually rich display of user information, encompassing details such as username, email ID, mobile number, and more. This information serves as a valuable resource for engaging with users and facilitating effective communication.

Key Elements:

Parent:
Refers to the direct parent account associated with the child user.

Expiry Date:
iTextPRO provides the validity or expiry date of the user account, particularly relevant if a custom validity period was selected during the user account creation.

Credits:
Displays the available balance in the user account, presented in the base currency for user convenience. This information is crucial for users to monitor and manage their account resources effectively.

Status:
The default status for any user or reseller account is "Active." Users have the option to deactivate their accounts through the status option within the user profile section. This feature provides flexibility in managing the status of user accounts based on business requirements or user preferences.

Client Transaction:

The Client Transaction feature presents a detailed history of transactions, encompassing both your actions and the user's interactions. This comprehensive view includes information on balance additions and deductions made by you in the user account, along with the corresponding balance before and after details.

Key Features:

Transaction History:

Provides a chronological record of transactions, offering insights into the financial interactions between you and the user.
 
Balance Added/Deducted:
Clearly outlines instances where balance was either added or deducted from the user account, facilitating transparent financial management.
 
Balance Before and After:
 Displays the balance in the user account before and after each transaction, ensuring clarity on the impact of specific actions.

Custom Date and Account Type Filter:
Enables users to fetch transaction history information based on specific dates and account types. This filter functionality enhances the ability to narrow down and analyze transaction data according to user preferences.

The Client Transaction feature serves as a valuable tool for monitoring financial interactions, providing detailed information for accurate record-keeping and analysis.

Rollback Transactions:

The "View Rollback Transactions" option provides a comprehensive history of rollback transactions within the user account, specifically concerning the gateway vendor error codes configured in the Gateway Error Code Option.

Key Information:

Rollback Transaction History:

Displays a chronological record of rollback transactions, offering insights into activities related to gateway vendor error codes.

Before-Balance and After-Balance Details:

Provides information on the user's balance before and after each rollback activity. This transparency helps users understand the impact of rollback transactions on their account balances.

Custom Date and Account Type Filter:

Offers the flexibility to fetch rollback transaction history information based on specific dates and account types. This filter functionality enhances the ability to tailor the view of rollback transactions according to user preferences.

The "View Rollback Transactions" feature is a valuable tool for monitoring and analyzing the impact of rollback activities on user accounts, contributing to efficient error resolution and financial management.

 
Approvals

All Sender ID Requests:

In this dedicated section, you have access to all the Sender ID approval requests submitted by your Users and Resellers for necessary approvals. The requests are efficiently categorized for easy management:

Pending Sender ID Requests:

Here, you can review and take action on pending Sender ID approval requests from your users and resellers. The options include approving or rejecting the sender ID approval requests.

Approved Sender IDs:

This category lists all approved Sender IDs. At any given time, you have the flexibility to reject previously approved sender IDs if needed.

Disapproved Sender IDs:

Displays a list of Sender IDs that have been rejected. You can choose to approve these rejected Sender IDs at any point in time.

All Template Requests:

Similarly, this section focuses on Template approval requests submitted by your Users and Resellers, also organized into distinct categories:

Pending Templates Requests:
 Allows you to manage and respond to pending Template approval requests efficiently. You can either approve or reject the template requests from your users and resellers.

Approved Templates:
 Lists all templates that have been approved. Additionally, you have the flexibility to reject previously approved templates if necessary.

Disapproved Templates:
 Displays a list of templates that have been rejected. You have the option to approve these previously disapproved templates at any point in time.

This organized structure within the Approvals section streamlines the management of Sender ID and Template approval processes, providing clarity and control over the status of requests.

Blacklist Numbers:

The "Blacklist Numbers" feature empowers users to maintain a comprehensive databank of globally blacklisted numbers. When a number is blacklisted, regardless of the interface used, no messages will be delivered to these specified numbers.

Usage Note:
To utilize this functionality, users simply need to add mobile numbers to the blacklist, ensuring inclusion of the respective country code.

This capability provides users with a powerful tool to manage communication preferences and restrictions, enhancing control over message delivery and ensuring that messages are not sent to designated blacklisted numbers.

Global Spam Keywords:

Within the iTextPRO application, there exists an integrated SPAM Engine, offering users the ability to configure a specific set of keywords or phrases. This SPAM Engine functions as a filter, effectively screening out spam messages. This proactive measure not only helps prevent penalties from operators but also ensures compliance with regulatory guidelines. Importantly, it provides a mechanism to uphold application integrity without requiring continuous manual monitoring of traffic.

Key Features:

Default Activation:

The Global Spam feature is activated by default for every user, providing an inherent layer of protection.

User Override:

Users deemed as trusted entities have the option to override the default setting. This is accomplished by deactivating the toggle button associated with the Global Spam feature.

This feature equips users with a robust tool to maintain the integrity of their messaging service, adhering to industry regulations and avoiding potential penalties associated with spam messages. The flexibility to customize settings allows trusted users to tailor the application's behavior according to their specific needs and user base.

Spam Keywords

 iTextPRO incorporates a robust in-built SPAM Engine, offering users the ability to configure a set of keywords or phrases. This SPAM Engine serves to filter out unwanted messages, providing a proactive approach to avoid penalties from operators and ensuring compliance with regulatory guidelines. Importantly, it acts as a safeguard for the application without requiring constant manual monitoring of message traffic.

Global Spam Default Setting:

By default, the Global Spam feature is active for every user, serving as a baseline protective measure.

User Override:

Trusted users have the flexibility to override the default setting by deactivating the toggle button associated with the Global Spam feature.

Adding/Editing Global Spam Keywords:

Users can add new spam keywords through a user-friendly interface. Upon selecting the "Add new spam keyword" option, a popup appears, prompting the user to input necessary information.

Configurable Spam Keyword Attributes:

Spam Word:

Represents any unwanted text message received on a mobile device. Keywords are not case-sensitive.

Hard Spam:

Certain keywords, such as brand names, may have a zero-tolerance policy. Ticking the checkbox treats messages with these keywords as 100% SPAM, leading to immediate message rejection and triggering alerts to the registered mail admin.

Soft Spam:

Keywords that may not appear as hard spam individually but can be dangerous in combination with other sub-spam words. Evaluation considers linked sub-spam words/phrases, treating a message as spam if both words/phrases appear together, regardless of the order.

Configurable Actions for Detected Spam:

Lock Account:
Defines an action to lock or ignore any user account upon detection of a matching SPAM word.

Do Not Lock User Account:
When enabled, iTextPRO refrains from locking the user account upon detecting a spam word.

Notification Options:

Notify Enabled:
When enabled, iTextPRO notifies the admin via email if a user campaign containing a spam word is detected.
 
Do Not Notify Admin:
When enabled, iTextPRO refrains from notifying the admin if a user campaign with a spam word is detected.

This comprehensive Global Spam Management system enhances control and customization, allowing users to tailor spam detection and response mechanisms based on their specific needs and user base.

User Spam Keywords:

In iTextPRO, users have the option to apply a personalized spam check on specific users by creating User Wise Spam rules, consisting of a set of keywords or phrases.

Workflow:

User Search:

To initiate the process, users can search for a specific user using the search box. The search box incorporates an intelligent auto-fill feature that streamlines the process by suggesting matching records in alphabetical order.

Adding New Spam Keyword:

Upon identifying the user, users can click on "Add new spam keyword" triggering a popup that prompts them to input necessary information. This popup serves as an intuitive interface for configuring user-specific spam rules.

Spam Checker Tool:

iTextPRO provides a Spam Checker tool, a convenient feature that allows users to validate user-specific spam rules. Users can enter any text message into the tool to check for potential spam content. This ensures that the spam validation is functioning correctly.

This user-centric approach to spam management empowers users to tailor spam rules according to specific user requirements. The inclusion of the Spam Checker tool further enhances the user experience by providing a quick and effective means to validate and test the configured spam rules.

 
Site Branding:

Site Branding within iTextPRO empowers users and resellers to tailor the visual identity of their application by configuring crucial details, including domain pointing, company information, and SMTP settings. This feature enables the creation of a personalized and branded environment within the iTextPRO application.

 Site Branding Configuration:

Step 1: Domain Pointing
The Domain Pointing tool simplifies the process of directing your domain or sub-domain to your server's IP address. This step establishes a seamless connection between your custom domain and the iTextPRO application.

 You simply need to point “A record” from any of the domain providers and configure the domain as shown in the below image.

 Step 2: Company Information
Configuration of Company Information involves dynamically setting values for various elements in the application based on your company details. Accuracy in inputting information in each field is crucial. In cases where the company logo is not uploaded, the default value of the company name will be displayed in the User Login panel of the application.

Step 3: SMTP Settings
SMTP (Simple Mail Transfer Protocol) settings play a vital role in sending notification alerts via email for various events to end-users. It is important to ensure that SMTP settings are correctly configured and operational, facilitating effective communication through email notifications.

SMTP Settings
By seamlessly navigating through these three fundamental steps in Site Branding, users and resellers can elevate the visual appeal of their iTextPRO application, delivering a customized and professional appearance. Proper configuration guarantees a cohesive and branded experience for both administrators and end-users within the application.

Manage Notification:

Notifications in iTextPro allow you and your reseller to convey important messages directly to your users. The platform provides a straightforward process for managing notifications:
 To create a new notification, click on "Add new notification," triggering a popup that prompts you to input the necessary information.

Notification Details:

Message:

Enter the message that you wish to communicate to your users.

Alert Type:
Select the message type from the dropdown, including options like
[Update/Alert/Info/Promo]

Status:
Activate the notification by ticking the checkbox if you want it to be active.

Notify to All Users:
Display the notification in all user accounts by ticking the checkbox.

Select Users to Notify:
Choose specific users to whom you want to send the notification in their accounts.

Saving Notifications:
Click on the save button to save and display the notifications in the selected user accounts.

This streamlined process ensures effective communication with users, allowing you to convey updates, alerts, information, or promotions seamlessly. By customizing notification details and targeting specific user groups, you can enhance the communication experience within the iTextPRO platform.

Notification Bar:

The Notification Bar in iTextPRO serves as a centralized hub for managing and displaying important notifications. Users and administrators can stay informed about crucial updates, alerts, and messages directly within the application.

Manage Emails:

This feature enhances communication by enabling Email notification alerts for selected stakeholder Email IDs. Users can customize the notification settings to receive alerts for various events performed by the iTextPRO application. By default, all email notifications are sent to the Admin's or registered Email ID.

Key Features:

Notification Bar:
Provides a consolidated view of important messages, updates, and alerts directly within the iTextPRO application.

Manage Emails:
Allows users to configure Email notification alerts for specific stakeholders. This feature ensures that key individuals receive timely updates on various events performed by the application.

Note:
Default Email notifications are sent to the Admin's or registered Email ID, ensuring that critical information reaches the primary recipient.

These features collectively contribute to effective communication and information dissemination within iTextPRO, ensuring that stakeholders are promptly notified of relevant events and updates.

Manage Emails:

The "Manage Emails" feature in iTextPRO provides users with the ability to configure Email notification alerts for various events performed by the application. This feature enhances communication by allowing users to receive timely updates and alerts on important activities.

Key Functionality:

Email Notification Configuration:
Users can enable Email notification alerts for selected stakeholder Email IDs. This ensures that key individuals receive notifications related to different events within the iTextPRO application.

Default Email Recipient:
By default, all Email notifications are sent to the Admin's or registered Email ID. This ensures that critical information reaches the primary recipient as a standard practice.

Tailor your communication effortlessly with iTextPro's "Manage Emails" feature. Users can now set up personalized alerts for key events such as service interruptions, ESME blacklisting, spam detection, and Gateway Price expiry.

For example, ensure your technical team is promptly notified of any service interruption by checking the "Technical" box. The alert will be sent directly to the designated email address for the technical team, streamlining communication and response.

This efficient customization enhances communication within iTextPro, keeping stakeholders informed with precision and speed.

Change Password:

The "Change Password" option in iTextPRO provides users with the flexibility to update their admin account password at their convenience. This feature allows for a personalized and secure password change experience.

Change Password Process:

Initiating Change:
To change the admin account password, users can click on the "Change Password" option.

Prerequisites:
The web page lists prerequisites that must be fulfilled before proceeding with the password change. This typically involves providing the current password as a security measure.

Current Password Requirement:
Users are required to provide their current password to authenticate the change process. iTextPRO mandates this step to ensure the security of the admin account.

Additional Information:
Users can refer to the iTextPRO Password Policy for more details, accessible through the (i) icon. The password policy outlines specific guidelines and requirements that users must adhere to when creating or changing their passwords.

This change password feature not only ensures a personalized and secure experience for users but also emphasizes the importance of adhering to security measures outlined in the password policy. It contributes to maintaining the integrity and confidentiality of user accounts within the iTextPRO application.

General Settings:

In General Setting, you can find four sub-option as follows: -

1. Manage General Settings
2. Force Password Change
3. Force Lock Down

Manage General Settings:

The "Manage General Settings" feature in iTextPRO empowers administrators to configure various global settings to enhance the functionality and user experience within the application.

Show Failed Messages in List View:
When enabled, iTextPRO displays all failed messages in users' accounts under the list view report, providing details such as Mobile number, message, submit date-time, done date-time, message status, and error code.

Enable Loss Protection on Failover Gateway:
Activating this feature safeguards against potential business loss due to misconfigurations in the user account's selling price. Loss protection is extended even on the failover gateway.

Master Failover Gateway:
This global setting defines a failover gateway. In case of primary gateway outage, A to Z connectivity SMS traffic is routed to the failover gateway.

Low Credit Alert Notification:
Set a global threshold for low credit mail alerts. Users receive alerts when their available account balance crosses this threshold, prompting them to recharge their accounts.

Gateway Queue Threshold Limit:
Configure a threshold value for in-queue messages (Gateway Queue). An Email alert is triggered to the admin when this value is reached, providing details on the gateway and the number of in-queue messages.

Maximum Number of Alerts in a Day:
Set an upper limit for the maximum number of Email alerts in a day to prevent spam. This helps manage frequent alerts triggered during probable outages or similar situations.

Minimum Interval Between Two Alerts:
Define an optimal interval in minutes between each Email alert to prevent excessive alerts. This ensures a reasonable and controlled notification frequency.

Default Country and Time Zone:
Configure default country and time zone settings. This information is displayed on user signup and the "Add a new user" option. It allows users to select their country and time zone based on their preferences, enabling conversion of date and time to the user's desired display/time zone.

Open Sender ID and Templates for Users:
Enabling these options activates open sender ID and template settings by default for new user creation.

Global Over-Selling Threshold:
Pre-configured in the admin account, the global overselling threshold (overdraft limit) can be applied to user accounts.

These settings collectively contribute to the customization, efficiency, and control of iTextPRO, ensuring a tailored and seamless experience for both administrators and users.

Force Password Change:

The Force Password Change Policy in iTextPRO is an intelligent tool designed to enhance security by implementing a password change policy across all user accounts. This feature is particularly useful in response to suspected unauthorized attempts in the admin account.

Key Functionality:

Enable Feature:
By enabling this feature, iTextPRO initiates a proactive security measure, responding to suspected unauthorized attempts in the admin account.

Immediate Log Out:
Once activated, iTextPRO immediately logs out all user sessions that are currently active. This ensures that any potential security threats are mitigated promptly.

Forced Password Change:
Upon logout, all users are compelled to change their passwords during the next login to the web interface. This ensures that passwords are regularly updated, adding an additional layer of security.

Purpose:
The Force Password Change Policy is a preventive measure aimed at securing user accounts and responding swiftly to potential security breaches. It encourages a proactive approach to password management and helps maintain the integrity of the iTextPRO application.

By leveraging this intelligent tool, administrators can actively enhance the overall security posture of the iTextPRO platform, ensuring the continued safety of user accounts and sensitive information.

Force Lockdown Policy:

The Force Lockdown Policy in iTextPRO is an intelligent security tool designed to respond to suspected attack attempts in the admin account by implementing a proactive security measure across all user accounts.

Key Features:

Enable Feature:
Activating this feature initiates the Force Lockdown Policy, indicating a proactive response to potential security threats in the admin account.

Immediate Log Out:
Upon enabling, iTextPRO promptly logs out all currently active user sessions. This ensures that any potential security vulnerabilities are addressed immediately.

Account Lockdown:
In addition to logging out users, iTextPRO enforces a lockdown on all user accounts. This prevents any unauthorized access or suspicious activities during the security incident.

Purpose:
The Force Lockdown Policy serves as a critical security measure to protect user accounts and the overall integrity of the iTextPRO application during suspected attack attempts in the admin account.