Add/Edit Clients

The Add/Edit Clients page provides Operators a list of all Clients added to their dashboard. From this page Operator Users can Add a New Client, Edit an existing Client’s settings, or change the active status of an existing Client.

Adding a New Client

1. Login to your Marketing 4 WiFi Operator User
2. Go to Operator Settings>Add/Edit Client
3. Click the ‘Add Client’ Button
4. At minimum, simply type the name of your Client in the field and then click the ‘Submit’ button at the bottom of the form.

• Company – This is required and is the name of your client.
  
• Billing System ID – If you have a billing system and you would like to cross-reference this client, enter their billing code here.
• Plan Template – You can choose to apply an Operator Plan Template here which will auto-fill some of the settings so it’s easier to add clients and keep their features and access consistent. Simply use the pull-down to select a plan and then click “Apply Plan Template” to fill in your default values. You’re given the option to apply the template to the client users or just the client.
• Reseller – You can choose to set this Client up as a Reseller to help you identify this reseller. We will have additional reports and features related to this switch in upcoming releases.
• Reseller List- Select a reseller from the existing Client resellers in your dashboard.
• Client Number of Included MDC – Enter the number of monthly device connections here. Overages generate a report in the Client Overage Report.
  
• Client Number of Included unique guests per month –  Enter the number of included unique guests per month here. Overages generate a report in the Client Overage Report.
• Client Number of Included SMS – Enter the number of included SMS messages per month here. Overages generate a report in the Client Overage Report.
  
• Enable Ads4WiFi Integration – Enter your clients Ads4WiFi API Key to enable Ads4WiFi Adspaces on the Marketing4WiFi splash pages.
• Ad-Based Login – Toggle to enable the Ad-Based login feature for hotspots under this client.(Requires Ads4WiFi Integration to be properly configured)
• Allow API Access – Enable to allow the client access to their Smart WiFi API Token. This is used for integrations like Zapier and the Presence reporting.
• Allow Presence/Proximity- Enable this feature to allow this client access to the Presence/Proximity reporting from the Analytics4WiFi platform.
• Allow SMS – Due to potential additional fees by Twilio, we set this to OFF by default. To activate the SMS functions for this client, select ‘ON’. If the client has their own Twilio account, you can populate the required fields below, otherwise, your Operator-level Twilio account will be used. If this is OFF then when your Client tries to use the SMS function, the “Operator Upgrade” message will be displayed.
• Allow Payments – Enable this feature to allow this client to use the Guest Plans feature.
• Allow Vouchers – Enable this feature to allow this client to use the Guest Plans feature. Requires Allow Payments.
• Allow Marketing Campaigns – You may have a client who downgrades their service. Perhaps they had access to create Smart Campaign rules but now they don’t. By selecting this to OFF, any rules that exist for that Client will be prevented from running. This allows the client to upgrade again in the future and any existing Smart Campaign rules will still exist and will start functioning again.
• Allow Integration– You may have a client who downgrades their service. Perhaps they had access to create Integration rules rules but now they don’t. By selecting this to OFF, any rules that exist for that Client will be prevented from running. This allows the client to upgrade again in the future and any existing Integration Campaign rules will still exist and will start functioning again.
• Allow Redirect URL Modification- Allows client users to modify the redirect URL for their hotspot.
• Contact Manager- Toggle to allow this client to use the Contact Manager feature.
• Included Contacts- Set the amount of contacts allowed to the client before overages are generated in the overage report.
• Included Scheduled Campaigns- Set the amount of scheduled campaigns allowed to the client before overages are generated in the overage report.
• Enable CloudPath – Toggle to control the CloudPath integration for hotspots.
• Client Phone Number – If you would like, you can enter the Client’s contact phone number here. If the client modifies this in their Client settings, the updated information will be displayed.
• Website – If you would like, you can enter the Client’s website address here. If the client modifies this in their Client settings, the updated information will be displayed.
• Admin Name – If you would like, you can enter the Client’s name here. If the client modifies this in their Client settings, the updated information will be displayed.
• Admin E-mail – If you would like, you can enter the Client’s e-mail address here. If the client modifies this in their Client settings, the updated information will be displayed.
• Admin Mobile Number – If you would like, you can enter the Client’s mobile phone number here. If the client modifies this in their Client settings, the updated information will be displayed.

• Facebook App Id – If the Client has their own Facebook App then fill in the App Id information here. This will over-ride your operator App information at the Client Hotspots. You can always allow your Client to populate this on their own by enabling the Client Customizations when you create their Client User dashboard account.
• Facebook App Secret – If the Client has their own Facebook App then fill in the App Secret information here. This will over-ride your operator App information at the Client Hotspots. You can always allow your Client to populate this on their own by enabling the Client Customizations when you create their Client User dashboard account.
• Facebook User Birthday – If the Client has their own Facebook App and has gotten the Facebook birthday approval, then turn this ‘On’ to allow the Smart WiFi platform to collect the birthday. This will over-ride your operator App information at the Client Hotspots. You can always allow your Client to populate this on their own by enabling the Client Customizations when you create their Client User dashboard account.
• LinkedIn Client Id – If the Client has their own LinkedIn App then fill in the App Id information here. This will over-ride your operator App information at the Client Hotspots. You can always allow your Client to populate this on their own by enabling the Client Customizations when you create their Client User dashboard account.
• LinkedIn Client Secret – If the Client has their own LinkedIn App then fill in the App Id information here. This will over-ride your operator App information at the Client Hotspots. You can always allow your Client to populate this on their own by enabling the Client Customizations when you create their Client User dashboard account.
• Twitter Consumer Key – If the Client has their own Twitter App then fill in the App Id information here. This will over-ride your operator App information at the Client Hotspots. You can always allow your Client to populate this on their own by enabling the Client Customizations when you create their Client User dashboard account.
• Twitter Consumer Secret – If the Client has their own Twitter App then fill in the App Id information here. This will over-ride your operator App information at the Client Hotspots. You can always allow your Client to populate this on their own by enabling the Client Customizations when you create their Client User dashboard account.
• Twilio Account SID – If the Client has their own Twilio SMS account then fill in the Account SID information here. This will over-ride your operator App information at the Client Hotspots. You can always allow your Client to populate this on their own by enabling the Client Customizations when you create their Client User dashboard account. Be sure that you ‘Allow SMS’ is enabled.
• Twilio Auth Token – If the Client has their own Twilio SMS account then fill in the Auth Token information here. This will over-ride your operator App information at the Client Hotspots. You can always allow your Client to populate this on their own by enabling the Client Customizations when you create their Client User dashboard account. Be sure that you ‘Allow SMS’ is enabled.
• Twilio Phone Number – If the Client has their own Twilio SMS account then fill in their Twilio Phone Number here. This will over-ride your operator App information at the Client Hotspots. You can always allow your Client to populate this on their own by enabling the Client Customizations when you create their Client User dashboard account. Be sure that you ‘Allow SMS’ is enabled.

De-activate a Client

1. Login to your Marketing 4 WiFi Operator User
2. Go to Operator Settings>Add/Edit Client
3. Find the Client you want to modify the active status of
4. Click the red De-Activate button
5. Review the information in the pop up notification and press “Yes, de-activate it!” when you’re ready to proceed.
6. Press Ok on the confirmation page
7. The Client and all of it’s associated content is now de-activated