SMS Accounts
Executive Summary
SMS Accounts is the setup list of text-messaging accounts that the system can send SMS messages from. Administrators add the sending phone number, choose the provider (Twilio) and enter the provider's authentication details. A test message can be sent from any account to confirm that it works. Credentials are stored encrypted.
Key Features
- Add and edit SMS accounts (phone number, provider, Twilio Account SID and Auth Token)
- Delete an account after confirmation
- Send a test message from a selected account to any recipient number
Typical Workflow
- Click Add, enter the Phone Number, choose the Provider, and enter the Account SID and Auth Token, then click Save.
- Select the new row and click Send Test Message (or right-click the row and choose Send Test Message).
- Enter the Recipient Number and click Ok.
- Check the confirmation message: "SMS Message sent" or "Sending SMS Message failed".
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page |
| Edit | Add and edit SMS accounts. Without it, Add and Edit show a warning that you are not authorized. |
Main Grid
The grid lists the SMS accounts (14 rows per page).
| Column | Description |
|---|---|
| Phone Number | Phone number the messages are sent from. |
| Provider | SMS provider. |
| Manage Records | Edit icon and a delete (close) icon for the row. |
Actions
| Button | Description |
|---|---|
| Add | Opens the SMS Account dialog to create an account (requires the Edit permission). |
| Send Test Message | Opens the Send Test Message dialog for the selected row. Nothing happens if no row is selected. |
| Edit icon / right-click Edit | Opens the selected account for editing (requires the Edit permission). |
| Delete icon / right-click Delete | Asks "Are you sure you want to delete this sms account?" and deletes the account on Yes. |
| Send Test Message (right-click a row) | Opens the Send Test Message dialog for that row. |
Dialog Components
SMS Account
Opens from Add or edit. Save stores the account; Cancel closes without saving. The Phone Number can only be entered when the account is created. For Twilio, the phone number, Account SID and Auth Token are all required.
| Field | Purpose |
|---|---|
| Phone Number | Number the messages are sent from. Read-only when editing. |
| Provider | SMS provider. Only Twilio is available. |
| Account SID | Twilio account identifier (shown under Authentication when Twilio is selected). |
| Auth Token | Twilio authentication token (shown under Authentication when Twilio is selected). |
Send Test Message
Opens from Send Test Message.
| Field | Purpose |
|---|---|
| Recipient Number | Phone number that receives the test message. |
Ok sends the message "This is a Test Message from ACIntegrations" from the selected account; Cancel closes the dialog.
Processing Overviews
This section describes what happens after you confirm a processing action.
Send Test Message
- Checks that the selected account has a phone number, Account SID and Auth Token; a warning is shown for any that is missing.
- Sends the test message to the Recipient Number through Twilio.
- Shows "SMS Message sent" on success or "Sending SMS Message failed" if the message could not be sent, then closes the dialog.