How to Add Team Members (Users)

To add new team members to your account you will need to be the admin of the account (Meaning you initially created the account).

To add new team members follow the steps below (or watch the clip above)

1. Navigate to "Settings" from the left-hand side menu

2. Click "Users" button

3. Click the "Invite Users" button

4. Type the team members' email and select their role.

👇👇We explain different roles below 👇👇

What Are Roles?

MessageDesk allows Admin users to add both Manager and Operator-level teammates.

Managers:

Can do everything the Admin can do besides update payment information, subscription settings or make changes to phone numbers

Operators:

Cannot create new contacts, lists, or templates. They can still text contacts and view contact information, however.

Check out the full breakdown of user permissions.

Accepting the Invite

Setting up an account as a team member is even easier.

To start, have a new team member go to their email.

  1. Search for MessageDesk invitation (check your spam folder if you don’t immediately find it).

  2. Click “Accept Invitation”.

  3. They will then get directed to MessageDesk where they will enter their name and create a password.

  4. From here they are all set to start reaching out to your contacts and responding to text messages.

To learn about our multi-user features feel free to check out our article: Text Messaging as a Team

Still need help? Schedule a complimentary training session below:

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