There are two types of Business Text Messaging users:
- End Users can send and receive messages, manage contacts and campaigns, and download reports.
- Admins have additional access to add new users and SMS numbers, manage user profiles, create and assign users to groups, and update company information.
An Admin user was created when the account was set up. This user will be the first to log in and set up the account. They can add additional Admin and Agent users to the account.
Add New User
1. Go to Admin > Users.
2. At the bottom of the user list, click + Add User.
3. On the New User screen, enter the following information:
| Field | Description |
|---|---|
| Name | Enter the user’s first and last names. |
| Default Number | Select the default SMS number the user will be texting from. The user can be assigned additional numbers later. |
| Contact Number | Enter the user's phone number (not the number they’ll text from). |
| Time Zone | Select the user's local time zone. |
| User Type | Select their user type: Admin or End User. |
| Username | Enter the username they will use to log in to the Messaging Portal. Choose carefully; it cannot be changed later. |
| Email Address | The user’s email address. This is where the Forgot Username and Forgot Password emails will be sent if the user has trouble logging in. |
4. Click [Submit].
A Welcome email will be sent to the new user with a link to create their login password. The account will be in status until a password is created.
User Management
Agents can manage their own profile in Settings > Edit Profile. If a user forgets their password, they can request a reset link from the login screen, or an Admin can update it for them.