With Multi-Organization, you can use one email and password to create, access, and manage multiple Salesmsg accounts. This is perfect for different departments, projects, clients, or brands.
No more juggling multiple logins. Switch between accounts instantly, on both web and mobile, to keep your work organized and efficient.
Why use Multi-Organization?
One login, many accounts â Access all your accounts from one email and password.
Stay organized â Keep projects, departments, or clients separate with their own dedicated account.
Quick switching â Move between accounts in one click without logging out.
Consistent access across devices â Works the same on web and mobile.
How to Find the Multi-Organization Feature
The multiple organization feature is located in the personal information section of your Salesmsg account. The feature is meant to streamline the system of selecting and changing between Salesmsg accounts.
Go to the bottom-left corner of your Salesmsg web app.
Click your user icon (profile picture).
Youâll see your current organization name â click it.
A list of all organizations under your email will appear.
Choose an existing organization or click âCreate New Organizationâ to add another.
Multi-Organization Switching on Mobile
Our mobile app now supports the same quick switching:
Tap the Organization button in the app.
Choose another organization from the list â no logging out required.
You can even be logged into a different organization on mobile than on web for more flexibility.
Configuring the New Accounts
When you create a new account, the process is as streamlined as possible. Your user information is retained and used to create the new account. However, some things will need to be redone: credit card information, number selection, 10DLC registration, integration connections, contact imports, member invites, and other items will need to be entered and set up separately. New account will also start as trial account and will need to be upgraded later.
After you fill out all of the pertinent information, you will be able to create the account and get started with expanding your working capabilities. This will be done through selecting new numbers and verifying the account.
From this point, you will have a brand new account to develop and put to use, improving your communication, establishing a better workflow, and making your business solutions more efficient.
Merge Accounts
If you have multiple Salesmsg accounts created with different emails and wish to consolidate them under a single main email for easier management, you can update the ownerâs email address.
To do this, log into one of the accounts you want to merge, go to Personal Settings -> Email, and change the email to the target email. The UI will request all required information and perform the merge. After the merge, you will be able to see your accounts in the Personal Information section.
This allows you to include the organizations associated with the secondary accounts in your main emailâs Multi-organization list.
Steps to Change the Ownerâs Email
Assume you want to merge Organisation 1 / User 1 with Organisation 2 / User 2.
Log In as User 1:
Start by logging in with the account that currently owns the organization (Org) you want to transfer.
Locate Merger Profile feature:
Navigate to the settings or account management section
Look for the "Merger Profile" button in the bottom right
Follow the on-screen instructions
After completion, you should be logged in as User 2 and see both Organizations in the Organizations selector.
Perfect for Agencies & Franchises
Create unlimited âchild accountsâ under one email.
Invite existing members into a new organization.
Manage everything from one place.
Notifications
Youâll only receive notifications for the account youâre currently viewing.
To see notifications for the other account, switch to it.
Frequently Asked Questions
Do you have any clarity on how the notifications / unread messages will be viewed?
Any accounts that are available to a single User will be viewed one by one. Meaning - you need to log in to a specific org to see notifications, Inboxes, and Conversations.
What happens to my widget when I switch accounts?
Widget should use the current active session with the currently logged in account in order to authenticate itself inside Integration. Allowing you to seamlessly use the Salesmsg integration widgets.
What happens to my mobile app when I switch accounts?
The Mobile app will remain the same as when it was logged out from al of your custom widgets, filters, and settings will remain in the account. When you switch accounts on your mobile app, the app will remain logged in the most recently used account.
What happens to my Chrome extension when I switch accounts?
The Chrome extension stays the same even when you switch accounts. If you configured the Chrome extension, it will remain the same for every new account you add.
Need Help? âđ»
Contact us on live chat or send an email to us at [email protected].