Add and Manage Team Members

The Users page allows you to manage account access. From here, you can add new users, modify permissions, and configure user notification settings.

Only users with the Administrator or Owner role can add and manage team members.

Add a New Team Member

To add a new user:

  1. Select Users from the sidebar menu.
  2. Select Add User.
  3. Enter the team member's Name and Email Address. The email address is required.
  4. Select a User Role. For details about each role, see User Roles and Permissions.

  5. Select Create User.

If you have reached the maximum number of users for your account, contact support to request additional user slots.

Manage Existing Team Members

From the Users page, you can update roles, edit user details, or remove access.

  1. Select Users from the sidebar menu.
  2. Use the search box to locate the user.

  3. Select the … (ellipsis) in the Actions column next to their name.

From here, you can edit the user’s settings or delete the user.

Edit a User

Use this option to update user details, change roles, or configure additional settings.

  1. Select Edit.
  2. Update the role or other settings as needed.
  3. Expand More settings.
  4. (Optional) Enter a custom sender name in Sender for SMS sent via email.

  5. (Optional) Check Email about new SMS to designate the user as the default recipient for incoming SMS that are not part of an existing conversation.

    Only one user can be designated as the default recipient for new SMS email notifications at a time.

  6. Select Save Changes.

Delete a User

Use this option to permanently remove a user’s access to the account.

  1. Select Delete.

  2. Select Remove again to confirm.

Managing user roles and access helps keep your account secure and ensures each team member has the appropriate permissions.

Learn More

See the following articles to learn more: