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SMS-Magic Web Portal
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  • Account Settings

User Management

This section is only accessible to Admin Users.

A dedicated section to manage your users and licenses. View your available/used licenses and invite more users as per business requirements.

You can view the License details by selecting Account ID and the License Type with ease. A count of the Total licenses and Available Licenses is shown next to License Type.

User Details

All the users in the selected Account are listed in the User Details list. You can carry out the following actions here –

  1. Invite User
  2. Change User Role
  3. Remove License
  4. Delete User

Invite User

Follow the below steps to add/invite a new user to your account –

  • Click on Invite User
  • If you have enough Available licenses, you will be able to invite a new user. If not, kindly contact care@screen-magic.com to purchase more user licenses.
  • Add the email address of users you wish to invite one by one
  • The count of Available Licenses will keep on updating as you add users
  • Click on Invite. All the users invited will be by default Standard Users.
  • An Invitation email with Subject “You’re invited to join SMS-Magic” will be sent to the entered email addresses
  • You can keep track of the invite status in the User Details table
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Follow the below steps to Join SMS-Magic on receiving an Invitation –

  • Click on the Join SMS-Magic link in the Invitation Email
  • Follow the relevant Sign-Up mechanism for your business and start using SMS-Magic Web Portal services.
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Change User Role

  • There are 2 User Roles available on SMS-Magic Web Portal
    • Admin User – All the services of Web Portal are accessible
    • Standard User – User Management, Billing, Cards Information, and SMS Services are not accessible.
  • Hover over the user record for which you wish to change the user role and click on the Ellipsis icon. Click on Change User Role.
  • Select the required Role in the Dialog box
  • Click on Save Changes button
  • Based on the User role saved, the access rights of the user will change
A screenshot of a cell phoneDescription automatically generated

Remove License

  • Hover over the user record for which you wish to change the user role and click on the Ellipsis icon. Click on Remove License. 
  • Click on Remove to confirm the removal of the license.
  • The user will be removed from the User Details list and a License will be added to the Available License Count.
  • The License will be added to the Available License Count.

Delete User

  • Hover over the user record you want to Delete and click on the Ellipsis icon. Click on the Delete User button.
  • A confirmation box will appear. Click on the Delete button.
  • Once you delete the user, their license will be added to the Available License Count.
Note: If you wish to avail this feature and not have access to it, please contact care@screen-magic.com.

July 27, 2020

Account Settings

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SMS-Magic Web Portal

  • Mobile App - Portal
    • Getting Started
      • Overview
    • About SMS-Magic Mobile App
      • Overview
      • Tech Specifications
      • Pre-requisites
      • Licensing
      • Data Security
    • Installation & Sign in
      • Install the App
      • Sign In
    • Initiate New Message/ Conversations
      • Overview
      • Sending a Message to a Contact
      • Sending a Message to an Unknown Number
      • Sending MMS Messages
    • Manage Conversations
      • Inbox
      • Conversation
      • Pin Conversations
      • Conversation Assignment
      • Mark as Read
      • Mark as Unread
    • Multichannel Messaging on SMS-Magic Mobile App
      • SMS/MMS
      • Facebook Messaging
      • WhatsApp Messaging
    • Push Notifications and Alerts
      • Overview
    • Search and Filter
      • Search Field
      • Filter Field
    • Manage Templates
      • Overview
    • Contacts
      • Overview
    • Menu Options
      • Profile
      • Message Template
      • Help and Support
      • Settings
      • Logout
  • SMS-Magic Web Portal
    • Overview
      • SMS-Magic Web Portal Overview
    • Getting Started
      • Choose SMS-Magic Data Center
        • Overview
      • Registration for SMS-Magic Services
        • Overview
        • Sign In Using Salesforce CRM
        • Sign In Using Zoho CRM
        • Sign In Using Google+ or Facebook Account
        • Sign Up using Email
        • Sign In Using Email
        • OAuth User Management and Failover
      • KYC section
      • Getting Started
      • Glossary
    • Configuring Messaging Services
      • Overview
      • Coverage
      • Setup Outbound and Inbound Sender IDs
      • Manage your Sender IDs
      • Setup Business Hours Compliance
      • Setup Consent Management
      • Setup HIPAA Compliance
      • Setup Multi-Channel Integrations
    • Managing Message Templates
      • Overview
      • Create Message Template
    • Bulk Message Blasts/Campaigns
      • Overview
      • Create Message Campaign
      • Campaigns List
    • Enhanced Campaign
      • Overview
      • Create a New Campaign
    • URL Shortening & Tracking
      • Overview
      • Configuration Steps
      • Shortened Links
      • Deleting a Shortened URL
    • Converse with your Customers
      • Overview
      • Initiate a New Conversation
      • Inbox
      • Sent Messages
      • Email Notification on Inbound Messages
      • Manage Conversations
    • Manage Contacts
      • Overview
      • Contact Lists
      • Contacts Manager
    • Message History Reports
      • Overview
      • Download Message History Reports
      • Message Delivery Analytics Dashboard
      • Alerts and Subscription Management
    • Account Activity
      • Account Activity
    • Account Settings
      • Accounts
      • User Management
      • Configure Viewing Rights for Standard User
      • Settings
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  • Message Delivery
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    • Errors
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    • Alert History
    • Quick Reference

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About SMS-Magic

SMS-Magic is a proven, global messaging platform provider for popular CRM platforms, with over 2000 clients across 190 countries, including small, midsize, and enterprise accounts.

Business Enquiries

US: 1-888-568-1315
UK: 0-808-189-1305
AUS: 1-800-823-175
Sales: sales@sms-magic.com
Support: care@sms-magic.com

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Text Converse for Demo to
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