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Communicating effectively can be more than a one-person job, so working together is crucial! That's why Text In Church offers your team one central hub to send and receive text messages.
We understand that while you can certainly have many helpers in your Text In Church account, they may not need access to your entire account. With user permissions, you can limit your account users to access specific phone numbers, as well as which groups they can view or edit. You can also limit access to your subscription and billing details.
1. Permission Levels
There are two permission levels within your Text In Church Account: Admin and user.
Admin: This level of user will have access to all 10-digit phone numbers on the account, groups, people, and messages, as well as the ability to assign permissions to other users. Admin level users are the only users allowed to create groups, edit billing information, or make changes to the subscription. You can set an unlimited number of users to be Admins.
User: This level of user will only have access to the 10-digit phone numbers and groups set by an Admin level user. Users will only be able to view and adjust settings on the groups they are assigned to. Their inboxes will contain any messages that are sent to the phone number that they have access to.
Keep in mind that our inbox experience is designed to work with multiple users at once, keeping notifications on a new message until someone has responded, archived, or marked the message as read. Simply reading a message will not clear the message notification flag.
2. Adding a New Account User
Sign in to Text In Church and click the ‘Settings’ icon in the bottom left corner of the page.
Then choose the “Users” tab from the pop-out menu
3. On the right side of the page, within the “Users” heading, click the + (plus) symbol
4. Fill out the form with your account user’s information.
Check the “User is Admin” box to grant this user “Admin” level permissions, which would give them access to all phone numbers and groups.
Check the “Can see contact payment amount” to give this user permission to see giving history and amounts
Click the “Search groups” box to open the drop-down of groups and click the group names to grant this user access to specific groups.
Click the “Please select” box to open the drop-down of numbers and click the phone numbers to grant this user access to specific numbers.
Optionally, create a signature for this User to sign their messages with. Learn more here.
At the bottom of the page, click the blue “Save” button
This user will then receive an email to create a password to sign into the account.
3. Edit Users or Permissions
Sign in to Text In Church and click the Settings icon in the bottom left corner of the page.
Then choose Users from the pop-out menu.
3. Within the Users section, select the three-dot icon by the Account User you want to make changes to, then click “Edit”
Check the “User is Admin” box to grant this user “Admin” level permissions, which would give them access to all groups. Un-check the “User is Admin” box to revoke “Admin” level permissions from this User.
Check the “Can see contact payment amount” to give this user permission to see giving history and amounts
Click the “Search Groups” box to open the drop-down of Groups and click the Group names to grant this user access to specific Groups. Click the “X” by any Group name to revoke this user’s access to this Group.
Click the “Select Phones” box to open the drop-down of phone numbers and click the numbers to grant this user access to specific numbers. Click the “X” by any number to revoke this user’s access to this number.
Optionally, create or edit a signature for this User to sign their messages with. Learn more here.
At the bottom of the page, click the blue “Save” button
4. Remove an Account User or Admin
We understand that there may come a time when a team member no longer needs access to certain Groups or no longer needs access to the account at all.
Here are the steps you can take to remove Admin level permissions, adjust Group access, or delete the User from your account entirely.
Note: This can only be completed by an Account User with Admin Level permissions.
Sign in to Text In Church and click the Settings icon in the bottom left corner of the page. Then choose “Users” from the pop-out menu.
Within the Users section, select the three-dot icon by the Account User you want to remove, then click “Disable Account”
Learn More About Account Users and Permission Levels
This article can walk you through setting up additional phone numbers for your account.
Want to set up and use User Signatures for your Text and Email messages? Check out the article here!
Still have questions? No worries, we’re always happy to help! Send us a chat message or email our Member Support team at support@textinchurch.com
