If you ever need to create a new Salesmsg account, whether it be for a new department or a new project with the Multi Organization environment feature you can utilize the same email to assign and create new accounts.

This new feature allows a single user to control multiple accounts. This feature streamlines and improves efficiency in all aspects of your workflow!

With the new multi-organization selection, you now have the opportunity to select and create as many accounts as you need to improve your workflow. This can range from creating a new account for a specific department, such as a separate account for marketing or product management. As well it allows you to have 1 login-password and access many Salesmsg accounts at one click of a button. Also allowing you to see all your available organizations in a single list.

It can also be used to separate your different endeavors, allowing you to have different accounts that you can individually curate for your users based on each unique use case for which you need Salesmsg.

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.

With our latest update, mobile app users can now seamlessly switch between different organizations without the need to log in again, just like on our web app.

This enhancement allows you to manage multiple organizations with ease, directly from your mobile device.

By selecting the Organization button now , you can switch between organizations in the mobile app without logging out, ensuring a smooth and uninterrupted workflow.

You can be logged into a different organization on your mobile device than on your web app. This provides greater flexibility and control over your work across platforms.

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 prudent 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.

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 owner’s 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 email’s Multi-orgnization list.

Assume you want to Merge Organisation 1 / User 1 with Organisation 2 / User 2.

After completion, you should be logged in as User 2 and see both Organizations in the Organizations selector.

Along with that, you are now able to invite existing members into the new organization, as well as quickly create child accounts with the same email, giving you the ability to create unlimited child accounts under one email.

This is ideal for managers who need to manage multiple accounts with a single login.

The accounts will also be separate from a notification standpoint. Only notifications from the account you are currently logged in to will appear on your screen.

Do you have any clarity on how the notifications / unread messages will be viewed?

Any accounts that are available to single User will be viewed one-by-one. Meaning - you need to login to specific org to see notifications, Inboxes and Conversations.

What happens to my widget when I switch accounts?

Widget should use 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.

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