Welcome to the TextMagic Sub-accounts management introduction video.
To manage sub-accounts, open the Accounts section then select the Sub-accounts page from the main menu.
The Sub-accounts page consists of 3 tabs:
To invite a single team member, click the Invite sub-accounts button and select Invite a new sub-account.
Next, enter the email address of your team member, where the invitation should be sent.
TextMagic sub-accounts have 2 different roles:
When you are ready, click Send invitation and the activation link will be sent to your colleague.
Your team member will receive an invitation letter with a link that needs to be clicked to join TextMagic. After that, they will complete the registration form and join your team.
To manage a sub-account, open its detail view where you can do the following:
To save time, you can also import your team members from a .CSV or Excel file. To start the import, click Invite sub-accounts then select Import sub-accounts.
In the first step, you can either upload your team members’ emails in a file or paste them one per line or separated with commas.
In the second step, you have to select between the 2 roles we looked at earlier: Administrators or Regular users. The role you select here will be applied to the imported sub-accounts by default. However, you can change it later for any of the sub-accounts.
In the third step, you need to match the sub-accounts’ field names with the data columns of your Excel file.
You can also create a Role column in your Excel file and enter a value in each row – Administrator or User – to apply the correct roles to the specific sub-accounts automatically.
After this, the import process will begin. Once it is completed, you will see the import results:
TextMagic allows you to invite an unlimited number of team members for no extra fee. We offer advanced management, reporting and monitoring tools for small and large teams.