Creating and Assigning a Sub‑Account Admin for the Grey‑label Portal

With our grey-label portal you can enable a client or end‑user to access the grey‑label portal, log in under your branding, manage their own devices and messages via the sub‑account area.

What this will cover:

• Creating a sub‑account user in the admin area




• Assigning their workspace and device allowances

• Sharing login details for the grey‑label portal -  https://connect.mysmsgateway.app

• (Optional) Embedding/iframing the portal inside your high‑level account interface
  
  

Pre‑requisites

1. The main myCRMSIM account is set up (agency/master account)

2. The sub‑account/workspace for the client exists.

3. You have access to the “Sub‑account Admin” section in myCRMSIM.

4. You’ve decided whether you will assign devices manually to the user or allow them to add devices themselves.
   
   

Procedure

1. Access Sub‑account Admin Area

   • Log in to your myCRMSIM dashboard as the agency/master account.

   • Navigate to the Sub‑account Admin section and create a new user.
     
     

2. Create the User & Assign Workspace

   • Enter a name for the user / sub‑account (e.g., test.test.com).

   • Assign the workspace/sub‑account that this user will manage.

     • Ensure the workspace has already been created and visible.

   • Set the user’s status to Active.
     
     

3. Assign Device Allowance

   • Choose how many devices the user can have:

     • Option A: Set a device allowance (e.g., 1 device) → the user will be able to add up to that many devices themselves.

     • Option B: Assign specific device(s): select device(s) from your existing list and assign to the user so they do not have to add them themselves.

   • Note: If no devices are assigned, the user must add devices via the portal following installation steps.
     
     

4. Provide Login Details

   • Set a password for the user.

   • Provide the user with the login URL (e.g., connect.mysmsgateway.app) which is grey‑labelled under your branding.

   • Provide the username (usually the user’s email) and password you created.

   • Confirm that when they log in, they see only the permitted menu items: Dashboard, Messages, Sub‑account SIM(s), Devices, (and Contacts if feature is enabled).
     
     

5. Optional: Embed/Iframe within Your Interface

   • If you want to offer the client access via your high‑level account interface, you can embed the grey‑label portal via an iframe.

   • Add a menu link in your navigation which loads connect.mysmsgateway.app within an iframe container.

   • Ensure branding is consistent and the user experience is seamless.
     
     

6. Verification

   • Log in as the newly created user or ask the client to log in and check:

     • Dashboard loads successfully.

     • The assigned device(s) appear (if you assigned).

     • Messages list loads.

     • The user cannot access other administration features outside their scope.

   • If devices are self‑added: ensure the client has guidance to install the device (via the gateway app) and connect it to their sub‑account.
     
     

7. Client Handoff

   • Provide the client a short guidance document covering:

     • How to log in.

     • What menu items they have access to.

     • How to add a device themselves if applicable.

     • Who to contact (you or your team) for support.

   • Confirm the client has logged in successfully and is comfortable with the interface.
     
     

Notes / Tips

• Keep branding consistent in the grey‑label portal so the client sees our grey-lable and not myCRMSIM’s.

• If you allow self‑device add, provide them with the installation & setup article from myCRMSIM support site: “SMS Installation & Setup” covers required steps.

• If you control device assignment, you reduce the support load for your clients.

• Monitor usage of assigned devices to ensure sub‑accounts stay within allowance.

• Periodically review inactive sub‑accounts and ensure de‑activation to maintain security.