I Am Trying to Add a Texter and Their Name Isn't Appearing?
The texter needs to join your Workspace, use the instructions below to send them a Workspace Invitation. If you've already sent them the invitation, ask them to click the link again!
To add a new user to your TextOut Workspace, you need to send them an "Invitation" to join
- Click the "Administration" button at the top
- Click "Workspace Settings" on the menu
- Click the "Invitations" tab
- If you already have the invitation you want to use
- Click "Copy Link" next to the invitation you want to send
- Send the link to the person you want to join your workspace
- If you need to create a new invitation, click the blue "New Invitation"
- Enter an Expiration Date
- Click "Save"
- Click "Copy Link" next to the invitation you want to send
- Send the link to the person you want to join your workspace
Adding the new User as a texter to your program
- Once the user clicks the link and creates an account, you can add them to your program
- Click "Administration"
- Click "Programs" on the menu
- Click the pencil button under actions next to the program you want to add the user to
- Click the "Roles" tab
- Click the blue "Assign User" button
- In the user box, begin typing their name or email and select the user
- Under "Role", select "Texter"
- Click the blue "Assign Role" button