👉 Start Your 14-Day Trial 👈

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 > and click Manage seats at the top:

You will be shown a total price for the seat additions before you hit 'Buy _ seat'.

⊕ Adding a Member

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

When sending the invite, you can choose to have the user assigned to an Existing Inbox with an already established phone number, or assign them to a New Inbox, which will prompt the new user to purchase a phone number.

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.

⊖ Deleting 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, Contacts, and Inbox Ownership to yourself, or another member on your team.

Important: When deleting a member, you will also be asked if you would like to "Keep Seat" or "Remove Seat". If you select "Remove Seat" this permanently adjusts your subscription for one less paid seat.

Alternatively, selecting "Keep Seat" allows you to keep that paid slot open. Useful if you have new user that you'd like to add in their place right away.

Deleting Seats

Did you remove a member, but didn't remove the seat at the time?

You can still remove seats if you no longer have a use for them. You can either Manage Seats from the Members page, or via your Plan & Billing page.

Select Manage seats, Remove, and enter the number of unassigned seats you'd like to remove:

Remove a Member from an Inbox (Without Deleting Them from the Account)

If you only want to remove a user from a specific Inbox, and not completely delete them from your Salesmsg account, you’ll first need to remove them from any Inbox assignment settings tied to that Inbox.

When a member is added to an Inbox, they are automatically added to:

Calling → Ring Group
Messaging → Conversation Assignment

They may also have been optionally added by your team to:

IVR
Call Distribution

If the member is still assigned to any of these settings, you may see this error when trying to remove them from the Members page:

Remove a Member from Conversation Assignment

Go to Inboxes
Select the Inbox the member belongs to
Click Settings
Under the Messaging section, click Conversation Assignment
Click inside the field that lists the assigned members
Remove the member by clicking the small “x” next to their name

Remove a Member from the Calling Ring Group

In the same Inbox, go to Settings
Under the Calling section, click General
Locate Ring Group and click Manage Members
Remove the member by clicking the small “x” next to their name

Optional: Remove a Member from IVR or Call Distribution

If the member is also assigned to an IVR or Call Distribution, you can remove them from those settings from the same Inbox Settings area.

Go to:

Inbox → Settings → Calling → General

From there, locate the IVR or Call Distribution settings and remove the member as needed.

Remove the Member from the Inbox

Once the member has been removed from all applicable Inbox settings, you can remove them from the Inbox itself.

Go back to the Inboxes page
Select the Inbox
Locate the member you want to remove
Click the ellipsis (three dots) next to their name
Select Remove Member

The member should now be successfully removed from that Inbox, while still remaining active on the overall account.

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.

Why does the number of Seats used, not match the number of Members?

Since 1 seat is automatically included with your plan (the user that signed up first, referred to as the "Owner"), the counter only takes into account the members that were added, on top of your subscription:

*The same logic applies to phone numbers as well.

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".

You can ask the Owner or Admin who initially invited you, to go back to the Members page, and assign you to an Inbox:

I'm an Admin (or Owner of the account) trying to make calls from one of our locations, but I can't find it as an Inbox/Phone line?

If you're an Admin or Owner of the account, you'll need to add yourself as member of that Inbox first, in order for you to be able to access that Inbox/Phone number.

You can do this by selecting the Inbox via the Inboxes page, and then clicking the Add Member button. Once you've added yourself to that Inbox, you'll be able to see all activity in that Inbox via your main Conversation page.

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.