Add Users

There are two types of Business Text Messaging users:

  • Agents 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.

Users_New.png

2. At the bottom of the user list, click Add New User.

3. Enter the following information:

Field Description
Name The user’s first and last names.
Username Choose a username 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.
Phone Number
The user’s phone number (not the number they’ll text from).
Select SMS number Select the primary SMS number the user will be texting from. The user can be assigned additional numbers later.
User Type Agent or Admin

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.

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