Creating a Sender Profile
This guide shows you how to create a Sender Profile in the Sent dashboard and confirm it is ready to send. It assumes your account belongs to an organization and holds the ADMIN role; only organization administrators can view and manage Sender Profiles. For what Sender Profiles are and how resource inheritance works, see Sender Profiles. To provision profiles programmatically instead, see Create and activate sub-account profiles via the API.
Create the profile
The wizard walks through eight steps. Your choices in the sharing, billing, and compliance steps map directly to the resource configuration patterns; you can edit a profile later from the Profiles page if a decision changes.
Open the Profiles page
In the dashboard, go to Profiles and select + Create Sender Profile.
Enter basic information
Give the profile a display name, a short name, and a description. The short name is 3 to 11 characters (letters, numbers, and spaces, with at least one letter) and is used as the sender ID for SMS, so pick the name recipients should see.
Select destination countries
Select every country you plan to message from this profile. If you send SMS to the United States (+1), plan for carrier registration: US mainland traffic is subject to 10DLC, which adds review time before US sending starts. See 10DLC Registration for the process and timelines.
Choose the sender number
Select the primary phone number the profile sends from. You can add more numbers later.
Connect WhatsApp Business
If the profile should send on WhatsApp, select Log in with Meta and connect an existing or a new WhatsApp Business account.
Configure contact and template sharing
Decide how the profile exchanges contacts and message templates with the rest of the organization:
- To give the profile access to the organization's existing contacts or templates, enable the Inherit organization toggles.
- To let other profiles in the organization use this profile's contacts or templates, enable the Share toggles.
Shared contacts are visible to every profile that inherits from the organization. Leave Share Contacts off when tenants or clients must not see each other's customer data.
Choose a billing type
Pick who pays for the profile's traffic:
- Use organization billing: charges flow to the organization's payment methods.
- Use profile billing: the profile has its own payment methods and invoices.
- Mixed: inherit the organization's billing now, with the ability to switch the profile to its own billing later.
Configure TCR compliance
For US SMS traffic, choose how the profile registers with The Campaign Registry:
- Use Org TCR Brand and Campaign(s): reuse the organization's registration.
- Use Org TCR Brand with Profile Dedicated Campaign: keep the organization's brand but register a campaign specific to this profile.
- Use Profile Brand and Campaign: register a fully separate brand and campaign.
The trade-offs between these modes are covered in TCR brand and campaign inheritance. To create dedicated campaigns through the API afterwards, see the 10DLC Campaigns API.
Verify the profile is ready
The final step runs setup in the background and shows Setup Complete! when it finishes, then returns you to the Profiles page. Confirm the new profile card shows the COMPLETED status, the x-sender-id value, and the phone number or WhatsApp account attached to each channel.
Switch between profiles
To work inside a specific profile (its templates, contacts, API keys, and settings), open the context switcher at the top of the sidebar and select the profile. Selecting Organization returns you to the organization-level view.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| "Admin Access Required" on the Profiles page | Your user is not an ADMIN of the organization | Ask an organization administrator to create the profile or change your role |
| Setup does not complete after several retries | Background provisioning failed | Try again shortly; if it keeps failing, contact support |
| A channel shows "Not configured" on the profile card | No number or WhatsApp account attached for that channel | Edit the profile and complete the corresponding wizard step |
Related
- Sender Profiles explains the inheritance model behind each wizard step
- Integrating Sender Profiles into Your Application covers sending with profile API keys
- Create and activate sub-account profiles via the API automates this flow for tenant onboarding
Create a Template in the Dashboard
Step-by-step directions for building a message template in the Sent dashboard: header, body, dynamic variables, buttons, category, and review submission.
Integrating Sender Profiles into Your Application
Route messages through Sender Profiles in a multi-tenant app: profile API keys, per-customer sends, and per-profile webhook tracking across eight languages.