User management

Managing users in your account helps you stay organised and in control. Whether you’re adding new team members, updating access levels, or removing inactive users, the User management section makes it easy to keep your account secure and up to date. This article walks you through how to add, edit, and manage users so everyone has the right permissions to do their job.

Creating users

1. Navigate to Settings > Users > New User

   

2. You will then be presented with a form:

   

a) Enter the email addresses of the users you want to invite. You can invite multiple users by separating them with a comma, space or press return.

b) Select the access level you would like the users to have.

c) Select which accounts and sub-accounts you want the new user to have access to.

d) Decide whether you want to add this user to other accounts but with a different role. For example, you may want the new user to have restricted access (e.g. Basic user role) on the parent account, but to have admin rights on one or more sub-accounts:

3. To complete the process, click the Send Invitation button in the bottom right corner.
4. An email invitation is sent to each recipient, detailing the accounts they are being granted access to, along with the URL and email address to use for logging in. The user must click the Accept Invitation Now link in the email within 14 days to complete their registration. Until they accept the invitation, create their profile, and log in for the first time, the user will be marked as Pending in the Users list. If the user does not accept the invitation within 14 days they will be marked as expired and need to be re-invited to the account.
5. Once logged in, users can switch between accounts they have access to using the account switcher. 

Managing user seat limits

Your plan configuration might have different user seat limits. If your team is growing and the account is running out of user seats, you can opt to purchase extra. When you have unused extra seats (beyond your plan inclusions), you can remove them to adjust to your team numbers.

Purchasing extra seats

If your account reaches the user seat limits included in your plan, a "Buy more" option will be presented to purchase a limit increase.

Follow the prompted steps, select the quantity of users seats to add on top of your plan and confirm. You will also find pricing information in the web portal before confirmation.

Removing extra seats

You always have the flexibility to quickly invite new members of your team, and if your team have purchased extra seats that have now become unused, you also have the option to remove a specific quantity until your team is ready to invite new members again.

Simply follow the prompted steps, select the quantity of users seats to be removed (can not be reduced lower than the included seats on your monthly plan) and confirm.

User access configuration

Edit an existing user's role

It's possible to change a User's role after they've joined an account. Roles can be increased or decreased depending on requirements.

1. Navigate to Settings > Users.

2. Locate the user you want to update and click on the more options icon (⋮), then select Edit profile:

   

3. In the Profile Details screen under the Home tab, locate the heading Account and sub account access - this is where you'll see the accounts and sub-accounts the user has access to:

   

4. Click the down arrow next to the current access level of the account(s) where you want to change the user's role, then select the required role from the drop-down menu:

   

5. Confirm the changes by clicking the Save button in the bottom right corner.

Add an existing user to additional accounts

1. Navigate to Settings > Users.

2. Locate the user you want to update and click on the more options icon (⋮), then select Edit profile:

   

3. In the Profile Details screen under the Home tab, locate the heading Account and sub account access and click on Assign with another role to more accounts:

   

4. Assign the desired user role from the drop-down menu, and select the accounts/sub-accounts you want to allow access to under that permission level:

   

5. You can also remove a user's access to specific accounts or sub-accounts by clicking on the trashcan icon to the right hand side of the relevant account item:

   

6. Confirm the changes by clicking the Save button in the bottom right corner.

Updating user profile details

Update profile from the platform

You can update your phone number, name, email address and default sending country by accessing the Profile Details section in the profile settings.

1. Navigate to Settings > Users.

2. Find your name from the list and click on the more options icon (⋮), then select Edit profile:

   

3. In the Profile Details screen under the Home tab, locate the heading User Details -  from here you can update the your name, email address, mobile number, default sending country:
   

4. You can also navigate to the Notification preferences tab where you can manage whether or not to have desktop notifications, browser badges and sounds to let you know you have new inbound messages. 

   

5. Finally, if you navigate to the Connected devices tab you can review and devices you are logged in from and you can choose to sign out from these.
   
6. Once you've made the updates required make sure to click Save in the bottom right corner. 

Update name from Sinch ID portal 

1. Open your web browser and go to the Sinch ID page.

2. If you are not already signed in, log in using your Sinch ID credentials.

3. In the left sidebar, click on Sign-in & Security.

4. On the right-hand side, you will see your current username listed under Name. Next to your name, there is an Update name button. Click on this button.

5. Edit and Save: Enter your desired username in the text field, and then click Save to update your name.