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      2. Account and Settings

      Invite New Users, Delete Users, and Manage Permissions

      Giving team members access to SlickText with the right permissions is essential for effective collaboration and protecting data you don’t want to share with your entire team. In this article, we’ll cover how to invite new users to access the brands you manage, edit their permissions, and remove users whose access you want to revoke. 


      In this article:

      Inviting New Users

      Editing User Access

      Removing Users

      Managing Pending Invitation

      Before We Begin

      To invite new users or manage users for a brand, you must either be the Account Owner or a user who can both view and edit User Management for the particular brand. If you do not have this permission, you will need to request permission from the Account Owner or another user with those permissions enabled on their account. 

      It’s also helpful to be aware of the permission types that are listed below: 

      Permission Type

      Definition

      View

      Allows the user to view a particular SlickText feature. When not paired with additional capabilities, the user will have view-only access. When View is not checked, the feature will be hidden from the user.

      Edit

      Allows the user to make changes within the specified feature.

      Send (Campaigns)

      Allows the user to send or schedule a campaign. Without this permission checked, campaigns created by the user can only be saved in draft status.

      Activate (Workflows, Keywords, Popups)

      Allows the user to activate new Workflows, Keywords, or Popups. This must be checked for a user to make the new Workflow, Keyword, or Popup live.

      User (Inbox)

      Allows the user to access the Inbox according to the brand’s Inbox Settings.  

      Manager (Inbox)

      Allows the user to be an Inbox Manager, which will exclude the user from being subject to the brand’s Inbox Settings, such as Starting Conversations, Conversation Assignment, Conversation Tagging, and Private Conversations.

      Inviting New Users

      To invite a new user and define their access level for one or more brands:

      1. From your Dashboard, click the three dots next to your name in the bottom left-hand corner.
      2. Click Manage Users.
      3. In the top right corner, Click the Invite User button.
      4. Enter their first name, last name, and email address.
      5. Select an Access Template to quickly assign the same permissions of another user to the new user as a starting point. If you don’t want to use a template, leave it set to None.
      6. Customize their Account Access. Account-level permissions vary the levels of access to account information, such as payment information and other users.
        • Click the checkbox under Edit for each option you want the user to be able to view and edit. 
        • Click the checkbox under View to give the user the ability to view the information but not make changes to it.
      7. Customize their Brand Access. If you manage multiple brands, you’ll be able to customize their permissions for each brand.
        • Click on a brand to edit the brand-level features and capabilities this user will have access to.
        • View the table above in the Before We Begin section for a breakdown of the various permission types.
        • Repeat for each additional brand you want to give and/or configure their access to.
        • Click Confirm when you are satisfied with permissions for each brand.
      8. Click Send Invitation.
      9. The new user will have 24 hours to accept your invitation.

      Editing User Access

      To edit a user’s access:

      1. From your Dashboard, click the three dots next to your name in the bottom left-hand corner.
      2. Click Manage Users.
      3. Click on the user you want to edit.
      4. To edit the user’s Account Level Access:  
        1. Click the checkbox under Edit for each option you want the user to be able to view and edit. 
        2. Click the checkbox under View to give the user the ability to view the information but not make changes to it.
      5. To edit the user’s Brand Level Access: 
        1. Switch the toggle to the off position to remove access to a brand entirely.
        2. Click on a brand to show the permission configuration options and make changes to the permission levels for a brand. View the table above under Before We Begin for a breakdown of the various permission types.
        3. Click Confirm when you are satisfied with permissions for each brand.
      6. Click Save.

      Removing Users

      To remove a user from your account: 

      1. From your Dashboard, click the three dots next to your name in the bottom left-hand corner.
      2. Click Manage Users.
      3. Click on the three dots to the right of the user you want to remove. 
      4. Select Remove User.
      5. Type “Remove User” in the text box, then click Remove User to confirm.

      Managing Pending Invitations

      Once you’ve invited someone to your account, you can manage their invitation under the Invitations tab. To manage an invitation:

      1. From your Dashboard, click the three dots next to your name in the bottom left-hand corner.
      2. Click Manage Users.
      3. Choose Invitations in the toolbar at the top.
      4. Click on the 3 dots to the right of the invited user.
      5. Choose one of the options from the list.
        • Resend—Resend the invitation email to the invited user

        • Copy Link—Copy a link to your clipboard to share a direct link to the invited user’s invitation

        • Edit—Edit the access of the invited user

        • Clone—Clone the access of the invited user and invite another user with the same access

        • Delete—Delete the invitation