In order for your users to be able to send use the StratusTEXTING portal to send out SMS messages, your users will need to be assigned licenses and given access to your SMS phone numbers.

View Your StratusTEXTING Users

To view the users that have access to use SMS services on your StratusTEXTING account…

1. Navigate to the Settings tab.
   
2. Select Users.  
   

On the Users screen, you can view your users, assign your users licenses, and manage their settings.

Assign Licenses to New Users

If you have a user that you would like to assign a license to, you can do so on the Users screen of the StratusTEXTING portal.

To assign a license…

1. In the Unassigned License row, click the ASSIGN button.
   
2. In the New User Information section, input the following information 
   
   • Name - Type the user's preferred name.
   • Email - Type the user's email address. 
     

     Quick Tip: This email address will receive the user's invitation, any password reset emails, and notifications for received texts.

      
   • Phone Number (optional) - If needed, type the user's contact phone number.
   • Role - Select the user's role, which will determine what permissions they have in the StratusTEXTING portal. 
     The roles you can select include:
     • Super Admin - All permissions are granted, including organization management.
     • Admin - All permissions are granted except for organization management.
     • Manager - Allowed to manage phone numbers, users, consent management while being able to use all other basic functionality.
     • Agent - Able to send SMS messages, manage contacts, and manage tools.
     • Custom - Select a Custom Role that has been created for your StratusTEXTING account.
3. Select the phone number(s) that the user should be able to use for texting.
   
4. Select Email to send an invitation to this user's email address.
   
5. Click the SEND button.
   

   ✔ The user will receive an invitation in their email with a link they can follow to finish setting up their StratusTEXTING account.

   Once the user clicks the invite link and sets up their login credentials, they will be able to log into StratusTEXTING to use your SMS services. 

    

Resend an Invite

If a user is having issues receiving the invite you sent out, you can resend their StratusTEXTING invite. 

1. Navigate to Settings → Users.
2. Click the Manage button next to the user that needs another invite sent.
   
3. Click the RESEND INVITATION button. 
   
   

   ✔ You should see a confirmation message that the user has been re-invited. 

   

   Once the user clicks the invite link and sets up their login credentials, they will be able to log into StratusTexting to use your SMS services. 

    

Adjust a User's Settings

If you need to update a user's settings, you can do so at any time.

1. Navigate to the Settings tab.
   
2. Select Users.  
   
3. Click the Manage button next to the user needing adjustment.
   
4. Update the user's information, such as their name, role, or the phone numbers they have access to.
5. To finalize these changes, click the SAVE button.

Delete a User

If you no longer need a user to be able to send texts using your StratusTEXTING portal, you can delete a user. Deleting a user will remove their license while keeping any tools and data stored for the phone number they were using intact, 

To remove the license from a user…

1. Navigate to the Settings tab.
   
2. Select Users.  
   
3. Click the Manage button next to the user that needs to be deleted.
   
4. In the Manage User menu, click the DELETE USER button.
   
5. In the Delete User message that appears, click the DELETE USER button to confirm that this user should be deleted. 
   
   

   ✔ You should see a confirmation message stating that the user has been deleted.

   

   This user will no longer have access to StratusTEXTING. Their license will be removed and made available for assignment to future users.