Updating Twilio Credentials for Sub Account

Switch to Agency View:

Begin by navigating to the top left corner of your CRM dashboard.
Click on the option to switch views and select "Agency View".

Access Settings:

In the Agency View, locate and click on the "Settings" option.
Navigate to the "Phone Integration" section within the settings.

Locate the Client's Account:

Within the Phone System settings, find the list of accounts.
Click on the pencil icon or three dots on the right-hand side of the client's account you wish to update.

Update Credentials:

Select the option to update credentials.
Enter the client's Account SID and Auth Token provided by Twilio.
Click "Save" to apply the changes.

Creating a Twilio Sub-Account

For clients who have signed up for a Twilio master account, it is recommended to create a sub-account for better management and security. Here’s how to create a Twilio sub-account:

Access Twilio Account:

Log into the Twilio platform.
Click on the "Accounts" tab located at the top right corner.

Create Sub-Account:

Select "Sub Accounts" from the menu.
Click on "Create Account" located at the top right.
Fill in the sub-account details such as location name and company name.
Click "Create" to finalize the sub-account creation.

Retrieve Credentials:

Once the sub-account is created, click on the account name to access it.
Copy the Account SID and Auth Token to be used in the CRM.

Troubleshooting and FAQs

What if my client already has a number in the master account?

In cases where a number needs to be moved from a master account to a sub-account, contact Twilio support for assistance.

How do I ensure the credentials are correctly updated?

After updating the credentials in the CRM, perform a test by sending a message or making a call through the CRM to confirm the integration is working properly.