Add users and share access for better teamwork

• Why add users to Textmagic?
• How to add users to the Textmagic workspace?
• How to remove users from the Textmagic workspace?
• What billing plans are available?
• FAQ

The “Users” feature enables your team members to access the Textmagic workspace with their individual secure login details and collaborate efficiently by sharing access to the Chats inbox, messaging data, and contact lists.

Why add users to Textmagic?

• Unified team inbox: Your team members can manage all communications from a single shared phone number.
• Real-time collaboration: Quickly see who is responding to customer messages to enhance teamwork.
• Individual secure logins: Improve security with personal logins for each team member, eliminating the risk of shared passwords.
• Customizable access levels: Adjust permissions to ensure each team member has the appropriate level of access.
• Shared contacts and lists: By default, users have access to a centralized contact database and can manage lists.

How to add users to the Textmagic workspace?

Before sending a user invite, you must sign up for a Team plan and purchase user seats.

• Navigate to the Users page -> click Add user seats.
• Select your Team plan and number of seats -> click Continue to billing. You will then be redirected to the Stripe checkout page to complete the payment.
  Note: The Team plan requires a minimum purchase of 2 seats on top of the workspace account owner, which is always free. Even if you invite only one user, you will still have to pay for at least two seats.

  

• Once the payment is completed, you can Invite users. Type email addresses, select user roles, and click Send invites.
  
  Note: If you invite more users than the number of seats initially purchased in the Team plan, your subscription will be updated appropriately on a pro-rated basis. New seats will be included automatically in your next upcoming invoice.

Once your team member accepts the user invite, you will see them under the Active users tab.

How to remove users from the Textmagic workspace?

Only the account owners and administrators can manage and remove the user accounts.

When a user is removed (i.e. closed), their messages and data remain intact and accessible to the other users in this workspace.

To close the user account:

Navigate to the Active users page -> Find the user on the list -> In the single row actions menu, click Close user account.

After the user’s account is closed, the following will happen:

• The user will lose access to the workspace immediately.
• Your upcoming subscription payment will be reduced to reflect the removal of this user seat.
• Any remaining days from this seat’s current subscription period will be calculated prorated and credited back to you.

What billing plans are available?

Textmagic Team plan requires a minimum purchase of 2 user seats in addition to the account owner’s seat, which is always free. Choose from:

• Monthly Team plan ($19 per user / month)
• Annual Team plan ($15 per user / month, billed yearly)

For the Textmagic Team plan, you will make payments directly via Stripe – a safe and secure payment processing gateway to manage your subscriptions and invoices.

Important to note:

• If you invite more users than the number of seats initially purchased in the Team plan, your subscription will be updated automatically on a pro-rated basis once an invitation is accepted. This change will be reflected in your next Textmagic invoice.
• Other Textmagic services, such as texting, virtual numbers, and subscriptions, are billed separately from your prepaid Textmagic account balance. Please review our Pricing and your Billing overview pages.

To cancel the Team plan:

Navigate to the Active users page -> Next to each active user, in the single row actions menu, click Close user account.

After all user accounts have been closed, your subscription will not be renewed anymore and will expire on the next renewal date without any further charges.

FAQ

How many users can I add to my Textmagic account?

Once you activate the Textmagic Team plan, you can add as many users as needed. You are charged per user seat, with a minimum of two seats.

Can I have more than one workspace?

No, Textmagic does not offer this feature at the moment. To have a new workspace, you need to register a new and separate Textmagic account.

Why am I seeing the “You have too many active sessions” alert?

For security reasons and to ensure a top-notch experience, we limit the number of active login sessions per user. We encourage you to invite users rather than share passwords, which can significantly increase security risks.

Can I set different roles and permissions for users?

Yes, you can assign different roles to users, such as Admin or User, each with its permissions. This ensures that team members have access only to the features and information necessary for their role.

Additionally, you can set up specific permissions for each user to limit their access to particular pages or sections in the Textmagic app.

What happens to the messages or data associated with a user when their account is closed?

When a user account is closed, their access to the workspace is revoked. Still, any messages, contacts, or data they created or worked on remain intact within the workspace, accessible to the account owner and any remaining users with the appropriate permissions.

How do I cancel my Team plan or remove the “Users” feature from my account?

To cancel the Team plan, navigate to the Active users page -> Next to each active user, in the single row actions menu, click Close user account.

After all users’ accounts are closed, you will not be charged anymore, and the subscription will expire on the next renewal date.

How does a “User” differ from a sub-account?

Note: Starting May 2024, sub-account creation will no longer be supported for new Textmagic account registrations.

• Collaboration: Users collaborate within a single workspace and Chat, while sub-accounts act like separate entities for different departments or projects.
• Sender settings: Users share virtual numbers for texting, while sub-accounts have their own unique sender configurations.
• Contacts management: Users have access to all contact lists, allowing comprehensive customer engagement and data management, while lists on sub-account lists are private.

I currently have sub-accounts set up in Textmagic, but I now require “users.” What should I do next?

Due to technical limitations, using “Users” and “Sub-accounts” within the same account is impossible. For further assistance, please contact Textmagic support.