You can click on your Profile icon on the top right corner of the screen, and select Account Info from the dropdown. All the information related to your SMS-Magic account is available in the Account Info section.

Account Details

Displays all your details which you filled during KYC. Admin users can edit the contact name, phone number and industry at any point.

Associated Accounts

Displays information related to your business account along with the message credits and number of users. This displays information of your Master account and all the Child accounts associated with the Master account.

This section is only accessible to Admin Users.

A dedicated section to manage your users and licenses. View your available/used licenses and invite more users as per business requirements.

You can view the License details by selecting Account ID and the License Type with ease. A count of the Total licenses and Available Licenses is shown next to License Type.

User Details

All the users in the selected Account are listed in the User Details list. You can carry out the following actions here –

1. Invite User
2. Change User Role
3. Remove License
4. Delete User

Invite User

Follow the below steps to add/invite a new user to your account –

• Click on Invite User
• If you have enough Available licenses, you will be able to invite a new user. If not, kindly contact care@screen-magic.com to purchase more user licenses.
• Add the email address of users you wish to invite one by one
• The count of Available Licenses will keep on updating as you add users
• Click on Invite. All the users invited will be by default Standard Users.
• An Invitation email with Subject “You’re invited to join SMS-Magic” will be sent to the entered email addresses
• You can keep track of the invite status in the User Details table

Follow the below steps to Join SMS-Magic on receiving an Invitation –

• Click on the Join SMS-Magic link in the Invitation Email
• Follow the relevant Sign-Up mechanism for your business and start using SMS-Magic Web Portal services.

Change User Role

• There are 2 User Roles available on SMS-Magic Web Portal
  • Admin User – All the services of Web Portal are accessible
  • Standard User – User Management, Billing, Cards Information, and SMS Services are not accessible.
• Hover over the user record for which you wish to change the user role and click on the Ellipsis icon. Click on Change User Role.
• Select the required Role in the Dialog box
• Click on Save Changes button
• Based on the User role saved, the access rights of the user will change

Remove License

• Hover over the user record for which you wish to change the user role and click on the Ellipsis icon. Click on Remove License. 
• Click on Remove to confirm the removal of the license.
• The user will be removed from the User Details list and a License will be added to the Available License Count.
• The License will be added to the Available License Count.

Delete User

• Hover over the user record you want to Delete and click on the Ellipsis icon. Click on the Delete User button.
• A confirmation box will appear. Click on the Delete button.
• Once you delete the user, their license will be added to the Available License Count.

Admin Users can configure the visibility of a few SMS-Magic features for the Standard Users in their account. This assures that you can provide the required access to the Standard Users as per the use cases in your organization.

Only the Admin Users can configure the feature access rights for the standard users.

The highlighted users with a role as a ‘User’ are the standard users who will be able to access the features assigned to them by the admin. 

The Admin User can follow the below steps to configure the access rights for the standard users:

Step 1:

• Once the Admin logs-in, click on the ‘Account Info’ option. The following account information page will appear:

Step 2:

• Click on the ‘Access Control’ option to configure the access rights. The following page will appear:

Here, the Admin can set the feature visibility rights for the standard users by following a few simple steps: 

• Standard users will have access to the features assigned by the Admin under the Account Information, Contacts, Message Control, and Reporting and Analytics sections
• Check or uncheck the checkboxes to configure the features and then click on Save. For instance, disable/uncheck the ‘Getting Started’, ‘Get App Icon’, ‘Message Credit Balance’, and ‘Analytics’ tabs 
• Once the standard users login, they will not be able to see these disabled tabs, as shown below:

Apart from these, by default, the standard users will not be able to view the ‘Buy Now’, ‘Settings’, and ‘User Management’, ‘Access Control’, ‘Billing’, and ‘Cards Information’ sections under the Account Info menu.

We have kept things simple hence all that’s available here is the option to change your password to a new one.

Providing Access to Support Team

In order to help a customer with a query, concern, or request, SMS-Magic has created a need where customers may provide access to the customer support staff. This is necessary so that SMS-Magic support may connect to the programme, diagnose, and repair problems using the privileges provided. With this feature, customers may provide access to the support team with full access or partial access, and once the access is granted it will expire after 7 days until renewed.

Initially, the admin enables access for 7 days only, after which the access will be disabled automatically. Admin can choose what kind of access has to be given to the SMS-Magic support team. 

If limited access is enabled, it will exclude PII (Personally identifiable information) about your customers and prospects. If full access is enabled, it will include the PII (Personally identifiable information) about your customers and prospects 

The PII pages include the message history, contacts, campaigns, and the Converse Desk.