> For the complete documentation index, see [llms.txt](https://docs.reachplatform.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.reachplatform.com/customizations-and-bolt-ons/bolt-ons-catalog/mobile-for-smb-by-reach.md).

# Mobile for SMB by Reach

Business mobile with shared account controls, bulk workflows, and line-level visibility for small teams.

### Quick snapshot

{% columns %}
{% column %}

#### Core model

* **Account type:** single business account
* **Scale:** up to 25 lines
* **Admin:** one account owner
* **Access:** web portal and mobile app
  {% endcolumn %}

{% column %}

#### Built-in advantages

* Per-line plans and controls
* Live billing and usage visibility
  {% endcolumn %}
  {% endcolumns %}

### What it is

Mobile for SMB by Reach gives small teams one place to manage company mobile service.

All employee lines sit under one business account. One owner manages the account across web, app, and agent support.

Channel coverage and line rules follow the standard Reach model for business accounts.

<a href="https://datami.atlassian.net/helpcenter/Boltons/portal/1488/group/1848/create/2353" class="button primary" data-icon="cart-shopping">Buy this bolt-on</a>

### Account model

{% tabs %}
{% tab title="Business identity" %}
The account is set up as a business account from day one.

* **Business name and email:** stored on the account and shown in reporting
* **Company logo:** shown in the web portal
* **SMB account flag:** visible across search, filters, and reporting
  {% endtab %}

{% tab title="Line structure" %}
All lines belong to the same business account.

* **Up to 25 lines**
* **Primary and Secondary designations**
* **Different plans per line**
* **Full account-wide visibility for the owner**
  {% endtab %}

{% tab title="Why it matters" %}
This is not a loose bundle of consumer lines.

It behaves like a business account with shared visibility and shared controls.
{% endtab %}
{% endtabs %}

### Setup flow

Getting live covers verification, profile setup, line setup, and payment.

The supporting rules for plans, promotions, and payments follow the standard Reach policy set.

{% stepper %}
{% step %}

### Verify eligibility

The business is checked before account creation to confirm SMB eligibility.
{% endstep %}

{% step %}

### Capture the business profile

Setup stores the business name, email, and contact details.
{% endstep %}

{% step %}

### Configure each line

Each line can ship to a different address.

Each line can use **Physical SIM** or **eSIM**. Device compatibility and lock status are checked first.
{% endstep %}

{% step %}

### Apply eligible promotions

SMB promotions are detected automatically at checkout.

No promo code is required.
{% endstep %}

{% step %}

### Review payment and confirm

The full charge summary is shown before confirmation.

Payment can happen immediately by card or through an emailed payment link. Order details are then sent by email.
{% endstep %}
{% endstepper %}

### What the account owner can do

{% tabs %}
{% tab title="Lines and plans" %}

* View every line in one dashboard
* See status, plan, SIM type, and line role
* Change plans directly
* Review plan change history
* Add lines one by one or by bulk upload
* Manage billing, invoices, and cards in one place
  {% endtab %}

{% tab title="Usage and controls" %}
International features follow the standard international policy.

* View real-time usage by line
* Enable or restrict international roaming
* Enable or restrict international calling
* Manage data throttling or pause through support
* Manage caller ID block through support
  {% endtab %}

{% tab title="Support model" %}
The owner manages the account in the web portal or mobile app and can contact support when needed.
{% endtab %}
{% endtabs %}

{% hint style="success" %}
The 25-line limit applies across the full business account.
{% endhint %}

### Plans and promotions

{% columns %}
{% column %}

#### Plan rules

* SMB accounts see only business-eligible plans
* Consumer-only plans are hidden
* Each line can use a different plan
* Plans can change at any time
* Full plan history is recorded per line
  {% endcolumn %}

{% column %}

#### Promotion behavior

* The system supports automatic and coupon-based promotions
* Agents can manage promotions on the account
* Qualifying lines can receive fee savings, such as activation fee discounts
  {% endcolumn %}
  {% endcolumns %}

{% hint style="info" %}
Reach configures the exact SMB catalogue for your brand.
{% endhint %}

The catalog policy behind this section follows the standard product, plan, and promotion rules.

### Billing and credit visibility

The owner has a live financial view of the account, including:

* **Credit limit:** total limit, available credit, and unbilled charges
* **Unbilled charge breakdown:** roaming, international calling, extra data, and other add-ons
* **Billing history:** payment history, previous periods, and next bill date

Recurring charge timing, payment handling, refunds, and dunning follow the standard billing and payment rules.

{% hint style="warning" %}
Structured business billing models are in development. More details will follow in future releases.
{% endhint %}

### Coming soon

Mobile for SMB by Reach is still expanding.

{% tabs %}
{% tab title="Access and permissions" %}

* Employee logins
* Separate SMB admin role
* Controlled account-level permissions
* Employee self-service requests routed for admin approval
  {% endtab %}

{% tab title="Billing and policy" %}

* Business billing models
* Fixed monthly billing dates
* Tax exemption support
* Port-out lock for business numbers
  {% endtab %}

{% tab title="Experience" %}

* Business-specific communications
* Business verification in sign-up and purchase flows
  {% endtab %}
  {% endtabs %}

### SMB vs standard account

| Capability                     | Standard account | SMB account                              |
| ------------------------------ | ---------------- | ---------------------------------------- |
| Account type                   | Individual       | ✅ Business, flagged platform-wide        |
| Business name and email        | ✗                | ✅ Captured on the account                |
| Number of lines                | Single or few    | ✅ Up to 25 lines                         |
| Company logo                   | ✗                | ✅ Uploadable and shown on the web portal |
| Business-filtered plan catalog | ✗                | ✅ Only business plans shown              |
| Per-line shipping addresses    | ✗                | ✅ Supported                              |
| Unbilled charges breakdown     | Basic            | ✅ Detailed by service type               |
| Plan history per line          | Limited          | ✅ Fully recorded                         |
| SMB-specific promotions        | ✗                | ✅ Auto-applied at checkout               |

### Frequently asked questions

#### How many lines can an SMB account have?

An SMB account supports up to 25 lines.

#### What happens after we purchase?

Reach confirms your business requirements and setup scope.

<a href="https://datami.atlassian.net/helpcenter/Boltons/portal/1488/group/1848/create/2353" class="button primary" data-icon="cart-shopping">Buy this bolt-on</a>

{% hint style="info" %}
Questions or clarification? Reach out to your respective account manager or email us at <account-desk@reachplatform.com> for help and support.
{% endhint %}


---

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