The Teammates section is where you manage all users in your organization. You can invite new teammates, assign roles, and remove or suspend access when needed.
Viewing teammates
In this view, you'll see:
A list of all invited teammates with their email addresses
Assigned role (Owner, Admin, Member)
Two-Factor Authentication (2FA) status (Active or Inactive)
Invitation status
You can use the search bar or filter option to quickly find teammates by name, status, or role.
Inviting a new teammate
To invite someone to your organization:
Click the + Invite teammates button in the top right.
Enter the email address of the person you'd like to invite.
Choose their role in Text App (Admin or Member).
Send the invitation.
They'll appear in your Teammates list as soon as the invitations are sent.
Managing roles
You can choose from the following roles:
Owner - has full access to all features and settings, including billing and subscriptions. The owner's account is associated with the person who created it; however, you can pass the ownership to another admin.
Admin - has full access to all features and settings, including billing and subscriptions.
Member - Uses core features to support customers, but doesn’t have access to billing or subscriptions.
To change someone's role in Text App:
Click their profile from the Teammates list.
In the dedicated section, change the role of this agent (Admin or Member).
Click Save changes.
This is especially useful for adjusting responsibilities.
Changing your password
If you need to update your own password:
Go to the Teammates list and click on your own profile.
Select Change password and follow the instructions.
Changing your email address
You can't update the email address on an existing profile. Instead, you'll need to:
Invite a new teammate using your new email address.
Log in using the new account credentials.
Optionally, remove the old profile if it's no longer needed.
Manage your chat settings
In the Chat Settings section, you can update the agent’s concurrent chat limit and set chat availability after login.
You can choose between two statuses:
Accept chats
Don’t accept chats
The system will automatically update your status after you log in to the application.
Manage your ticket settings
In this section, you can decide whether ticket rules can automatically assign tickets to yourself. You can also set up a signature that is automatically added at the bottom of every ticket you reply to.
Two-factor authentication (2FA)
Protect your accounts from unauthorized access by enabling two-factor authentication (2FA).
2FA requires users to provide two pieces of information when logging in - a password and a code from an authentication app. By enabling such log in logic, you’re minimizing the chance of anyone unauthorized accessing your company data.
Questions?
If you have any questions about this article, feel free to start a chat with one of our Support Heroes. They are available 24/7 and always ready to provide additional information on adjusting your Text App license.