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sms-client-portal/info.md
2026-04-24 12:09:36 +00:00

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Messaging Notes- meeting with Victor on messaging with focus on the dashboard
They would like a Finance feature that shows the account balances
App to include option for report that shows balances , consumption and balances
They do not require CDRs for the report but volumes of the messages sent
Messaging report for call centre usage that enables them to extract OTP
Message access for last 3-6 hours
Sam added that we can provide functionality for the App to be useable by multiple departments
Victor will be able to share feedback on the endpoint change by 24th April.
They have Mozambique and Madagascar offices that we could potentially onboard and Victor will loop us in but mentioned they would require the dashboard functionality
User Management
Ability to have multiple user logins with different roles. The roles will have different functions and accessibility as shown below;
Administrator
Overall permissions with access to the following;
- SMS messages
- Finance related views ie Current account balance, SMS charges
- Create additional users
- View/dowload reports
- SMS sents
- SMS usage balance over a period
Finance
- Current balance
- SMS usage over a period
- Consumption/Usage reports
Customer Care
- SMS messages
Kindly provide a way to view or extract a report for the following
- Periodic SMS usage (Financial)
- Periodic SMS sent
administrator, finance, customercare