Sender ID Management

Last updated: 31 July 2026

The sender ID is the name your customers see when your message arrives - the identity on an SMS or WhatsApp message. This screen is where you register those identities, submit the business details that carriers and WhatsApp require to approve them, and choose which identity is active and which is the default for outgoing messages.

Menu path: Marketing > WhatsApp > Senderidmanagement

Screenshot from the live OSOSS Dashboard

How sender IDs work

A sender ID is not just a label; it is a registration with a service provider. When you create one, you supply your business identity - name, address, email, mobile number, category, and a description - and the provider reviews it before messages can go out under that name. Each record tracks:

Field group	What it covers
Identity	sender id, name, displayName, language
Business details	business address, business email, mobile number, category, description
Routing	Service Provider, type, source, use in, for template
State	active, is default, status

The status filter shows where each registration stands with the provider, is active controls whether the identity can currently send, and is default marks the one used when a campaign does not specify otherwise. WhatsApp templates are registered against a sender ID, so an inactive or unapproved identity blocks its templates too.

Note: Regulators and carriers reject misleading names. Register the sender ID exactly as your brand is known to customers - approval is faster and messages are less likely to be filtered.

Register a sender ID

Go to Marketing > WhatsApp > Senderidmanagement and press Create.
Enter the sender id and display name your customers should see, and pick the Service Provider and type.
Fill in the business details - address, email, mobile number, category, and a short description of your use. Fields marked with * are required.
Set use in to the messaging contexts this identity serves, and add a note for your own records if useful.
Save. The record appears in the list immediately with its registration status; once approved, mark it active (and default, if it should be the standard identity).

Reading the list

Nine filters keep a growing list manageable: created at, for template, is active, is default, name, status, type, updated at, and user id. The usual tools apply - manage columns from the icon at the right of the header row, saved filters, focus mode, and rows-per-page with a page jumper. Custom fields you define under Settings > Custom Fields appear here automatically as extra filters.

Delete a sender ID

Select the row(s) or open the row menu.
Choose Delete and confirm. Deleted records may be recoverable via the deleted filter where available.

Tip: Before deleting an identity, check the for template filter on this page (and the sender id filter on the Templates page) to see which templates depend on it - removing a sender ID strands its templates.

Export the current view

Apply your filters and select the columns you want (manage columns).
Press Export All - the export respects the current filters and column selection.

What you can do on this page

Every action on this page, step by step. What you see depends on your role, so a control your account is not set up for simply does not appear.

Add a record

Click Add above the table - some pages label it New or show a + icon.
Complete the form. Required fields carry a red asterisk and the form will not submit until they are filled.
Click Save. Validation runs on submit; any field that fails shows its message directly beneath itself, and the form scrolls to the first problem.
You land back on the list with the new record in place.

Fields on this form: Service Provider, Action type, Active, Business address, Business email, Category, Description, DisplayName, Header - type, ID, Item - name, Language, Mobile number, Name, Note, Sender ID, Source, Type, Use in

Searchable dropdowns (customer, product, account, branch...) read live data - start typing to filter rather than scrolling. Most also let you create the missing record inline so you don't lose the form you are in.

Edit a record

Open the row's actions menu at the end of the row and choose Edit, or open the record and use Edit there.
The form loads with current values. Change only what you need.
Click Save.

Documents that are already posted to accounting, paid, or fulfilled lock the fields that would change history. That is deliberate - issue a refund, a credit note, or an adjustment instead of rewriting the original.

Delete a record

Open the row's actions menu and choose Delete.
Confirm in the dialog. There is no undo from the interface.
If the record is referenced elsewhere - used on a document, tied to a transaction - the delete is refused and the reason shown.

When a record is refused, or when it may come back into use later, deactivate it instead of deleting. It disappears from selection lists while every document that already used it keeps reading correctly.

Export the list

Filter and choose your columns first - the export mirrors exactly what is on screen, not the whole table.
Click Export All.
The file downloads as a spreadsheet: one row per record, your visible columns in your order.

Full reference

Every option and control on this page, at a glance.

Filters (9)

Identity and numbering: User ID
Dates and periods: Created at, Updated at
Status and flags: Is active, Is default, Status, Type
Other: For template, Name

Form fields (19)

Service Provider, Action type, Active, Business address, Business email, Category, Description, DisplayName, Header - type, ID, Item - name, Language, Mobile number, Name, Note, Sender ID, Source, Type, Use in

Standard list tools

Every list page in OSOSS shares these controls:

Manage columns - the icon at the right edge of the header row: search columns, tick to show or hide, drag to reorder. Your selection persists for your user.
Quick search - matches the page's primary field.
Filter chips + More Filters - the chips are your defaults; More Filters exposes the full set below.
Save Filter / Saved Filters - name a filter combination and recall it in one click; one can be your default view.
Reset - clears filters back to defaults.
Export All - downloads the current filtered rows with exactly the columns you have selected.
Focus - hides the surrounding chrome for a full-width table.
Row selection - the header checkbox selects the page or all matching rows, enabling bulk actions.
Rows per page and page jumper - at the foot of the table.
Custom fields - anything you define under Settings > Custom Fields appears here as both a column and a filter.