Introduction
This article covers the specific settings found in the Enterprise account call and text packages. Be aware that most features are the same at the Enterprise Edition level as they are in the team products so it would be advisable to review the following articles to understand how the logic works for these features at the team level.
Summary
Purchase Permissions
Please see our article on Enterprise Permissions.
Company Owner/Admin
Can buy and manage call/text packages for all the members of the account/company.
Group Owner/Admin
Can buy and manage call/text packages for all the members of their group.
Member / Individual Agent
Can only buy and manage call/text packages for themselves, not for anyone else.
10 DLC Brand & Campaign Self-Service Registration
In an effort to protect consumers, increase deliverability, and create a trusted ecosystem with high customer engagement, major U.S. carriers (AT&T, T-Mobile, etc.) are requiring companies who send SMS messages within the United States to register their messaging campaigns. With this particular release, we have enabled self-service registration to take place on Enterprise and Multi-Team Lofty packages only. Other packages will be supported in the future. Only the Company Owner/Admin (Enterprise Package) and Multi-Team Owner (Multi-Team Package) can edit this setting.
This option is available under Settings > Manage Dialer > Register your Business Profile:
You will then be required to fill out the information below to proceed with registration:
After submission, the application will be sent for review to the Campaign Registry for review. Click on the button to register your information for an updated status on your application. The timeline for this can vary as it still requires manual intervention, but should be approximately 1-2 weeks at most.
Individual Instance
A Call/text package purchased by the agent themselves can be used in all their owned instances (shared usage)
- Example: If the user's call/text package in the current instance (e.g. instance A) is purchased for themself, then their call/text package can be used in all their instances.
The call/text package bought by others can only be used in the instance to which the purchaser belongs (can not share usage)
If the user's call/text package in the current instance (e.g. instance A) was purchased by someone else (e.g. the company owner of instance A), then their call/text package can only be used in instance A.
Special cases:
- In instance A, the standard call package purchased by the company owner of instance A, and in instance B, the standard call package purchased by the agent themself,
- Then in instance A, the agent's call usage is the sum of the two standard calls, and the standard call package usage purchased by the company owner will be used first.
My Dialer License
All settings are separated for each instance, except for the bridge number and personal number, which are the same for different instances.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
Comments
0 comments
Article is closed for comments.