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SMS: recipients, groups and Send SMS

Companies with the SMS feature keep a list of SMS recipients and groups, and can send an SMS from the profile menu. A company without the feature sees the SMS pages as not assigned.

  • Administration Notifications and SMS
  • 3 min read
  • Updated October 20, 2026

For Administrator Owner

On this page

When SMS is available

SMS is a feature of the company's licence. Without it the SMS tab of the message templates is missing, Send SMS is not in the profile menu, and the SMS setting page shows OOPS! The page you requested is not assigned to you. Please contact your administrator (How the licence decides what a company has).

The SMS setting page

The page is titled Recipient and has two tabs.

TabHoldsFields
RecipientPeople outside your user list who may receive an SMSRecipient name (required), Mobile (required: 10 digits, with an optional country code in front), Active. The list also shows Recipient type, which is Anonymous for people added here
Recipient groupNamed groupsRecipient group name (required), Active when editing; the list shows No of users

Add, edit or delete a row from the page. A new recipient is saved Active and the screen says "Recipient added successfully"; a change says "Recipient updated successfully".

Send an SMS

  1. Open the form
    Who
    A user whose role may send SMS
    Where
    The profile menu (your name) > Send SMS
    What changes
    Send SMS opens.
  2. Choose what to send
    Where
    Customized message, and the service box
    What changes
    With Customized message ticked you type the wording yourself in the SMS box. Otherwise choose the kind of message and its template wording is used (Message templates: e-mail, in-app and SMS wording).
  3. Choose who gets it
    Where
    Recipient type, Receiver
    What changes
    The type narrows the list of receivers: customers, suppliers, or the recipients you added on the SMS setting page.
  4. Check and send
    Where
    Preview, then Save
    What changes
    Preview shows the message as it will be sent. Save sends it.

Common questions

"Please enter a valid mobile number"

Mobile must be 10 digits, with an optional country code and a space or a dash before them. Type the 10 digits again.

"Sms template has not been configured for this."

The kind of message you chose has no SMS wording. Tick Customized message and type the wording yourself, or add an SMS template for it on the SMS tab of the message templates (Message templates: e-mail, in-app and SMS wording).

A message says the SMS feature is not enabled.

SMS is part of the company's licence. Ask Penahak whether it is included (How the licence decides what a company has).

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