Sign up for an Agency account to invite new Salesmsg users and manage their account and texting communications through your Agency portal.
Contact our support team to start an Agency account. [email protected]. Once you're set-up, you'll be able to invite other clients to sign up for their Salesmsg accounts.
Inviting Clients to Your Agency Account
- Log into your Account
- Create a Client
- Enter an admin's email address and select a Salesmsg subscription
- They'll receive an invite to create their account and once the account has been created, the agency can then manage the admin settings, integrations, webhook triggers, and send texts on their behalf.
Assuming a client's account
To access one of your client's accounts from your Agency portal, locate the client account you wish to access and select Assume Client. You'll have access to:
- Setting up their Integrations
- Account Settings
- 2-way texting
Stop Assuming a client's account
To exit your client accounts, simply click on Stop Assuming and you will be directed back to your Agency Portal.
Setting up client accounts
Follow the article collection below to set up a Salesmsg account with local phone numbers, add team members, set up Auto-Recharge, Integrations and more.
- Choosing a Number
- Adding/Removing Members
- Adding Additional Inbox Numbers
- Configure Auto-Recharge
- Configure Integrations
Frequently Asked Questions
Does Salesmsg offer White Label accounts?
Even though you can personalize your dashboard, White Labeling is not something we do at this time.
To reach our support team, please email [email protected].