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How to Add and Remove Members

How to add, remove, or replace an existing member from your account.

David Stupek avatar
Written by David Stupek
Updated today

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Buying More Seats

Need to add more members but used all your seats? There's an easy way to add more! Go to Settings > Members > hover over the 'i' beside Seats > select 'here'

You will be shown a total price for the seat additions before you hit "Confirm Purchase".


βŠ• Adding a Member

To invite members to your account, go to your Settings > Members to send an email invite. You can invite multiple members at once.

Members who are registered will appear under the "Active" tab on the Members page and users who haven't confirmed their accounts will appear under the "Pending" tab. You can also edit, resend or revoke an invite from the pending tab.


βŠ– Removing a Member

If you're on a paid subscription, you've paid for a user seat for the term of your subscription.

Go to your Settings > Members and locate the member you want to remove. On the right side of your member's name, you'll find more options. Click on more options to Delete Member.

After you select delete member, you'll be prompted to confirm the member removal and reassign any previous conversations and contacts to yourself or another member on your team.

The prompt "Remove Member" prompt will also ask you if you would like to retain or remove the members seat, if you select "remove seat" this permanently adjusts your subscription for one less paid seat.
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Selecting "keep seat" allows you to replace your member with a new one with out occurring any unnecessary charges.


Frequently Asked Questions

How do I change a member's email address?

Email addresses can be edited by the account holder under their Personal Settings > Email.

What if I have an annual plan and already paid for a user seat up front?

Regardless of what plan you're on when you add a member you've permanently added a "seat" for any member of your Organization. When you remove a member, you'll select if you want to also remove the seat. If you keep the Seat, you can replace that member with a new one for no additional charge.


Troubleshooting Steps

Were you invited into a Salesmsg account, but it's requiring you to choose a number - even when the organization already has one?

You were most likely invited to purchase a new number or "New Inbox", rather than assigning you to an already "Existing Inbox".
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You can ask the Owner or Admin who initially invited you, to go back to the Members page, and assign you to an Inbox:
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I'm trying to make calls from one of our locations, but I can't find it as an Inbox/Phone line?

Either an Admin or Owner of the account, will need to add you as a member of that Inbox, in order for you to be able to see the Inbox/Phone line as an option in your conversations page.

They can do this by selecting the Inbox via the Inboxes page, and then clicking the Add Member button. From there, they can add you to the Inbox:
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The Owner left the organization, how can I update/change the Salesmsg account to a new Owner?

Our support team can update the 'Owner' of the account from our end. Please reach out to our team directly to get this process started.

⚠️ The Owner can only be changed to an existing member of the account. If the person taking over does not already have a Salesmsg login, please ensure they're invited as a member first.


Need Help? βœ‹πŸ»

Contact us on live chat or send an email to us at [email protected].

For even quicker assistance on issues pertaining to inviting or deleting members - please be sure to include:

  • The email address of the member in question

  • Details on the exact issue

  • A full-screen screenshot of any errors that pop up

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