An admin can complete this one-time initial setup with Twilio to enable text messages from PDS.

1. Add your Twilio account information to PDS.
   1. On the File menu in your PDS program, click Setup > Email & Text Setup. Click the Text Message Provider / Carrier Setup tab.
   2. Select the option to Use Texting Company for All Providers / Carrier Above or Phone Descriptions of Text.
   3. For Texting Company, select Twilio.
   4. Enter your Twilio Account SID. You can find this on your Twilio dashboard under Account Info or on your account under API Keys & Tokens.
   5. Enter your Twilio Auth Token. You can find this on your Twilio dashboard under Account Info or on your account under API Keys & Tokens.
   6. For From Phone, enter the phone number used to send SMS messages. This is the number that all automated texts will come from.
   7. Click Save.
2. Once you've entered your account information, click Test Texting.
   1. Enter a To Phone to send a test text to, such as your own phone number.
   2. Enter a Message to send as a test, such as "This is a test".
   3. Click Send.
      • If you get an error, review the information to see what went wrong. Make sure you entered your account information correctly.
      • If your test text passed, you can send texts from PDS! Click Close, and return to your program.
3. If needed, make sure your PDS users have access to texting.
   1. On the Administration tab, click Users & Passwords > Access and Privileges.
   2. Add a new user record or open an existing one.
   3. For the Email/Text Message Program Level and any relevant levels under it, select All access if this user should be able to send text messages from PDS.
   4. At the top, click Save.