Adding Dashboards

Dashboards are the 10-digit phone numbers used to send and receive texts through Text Request. You can have as many dashboards under one account as you like.

Each additional dashboard gives you another, fully customizable, Text Request login (for a fraction of the cost of a new account).

Every Text Request account comes with one dashboard included.

Note: For security reasons, if your total number of dashboards surpasses 10 when adding a new dashboard, you will need to contact our support team and they will set it up for you. 

To add more Dashboards:

1. Go to the Dashboards section of your menu. 

2. Click the New Dashboard button.

New Dashboard

 

From this screen, you can choose Option 1 - New Number or Option 2 - Existing Number

Option 1 - New Number:

1. Click NEW NUMBER.

2. Click the country you're in and enter the area code you’d prefer to use.

3. Click SEARCH.

SMS New Number Final

4. Click any of the numbers from the list to select it. If you don’t like any of the available numbers, click Refresh List to generate a new list.   

5. Click I’LL TAKE IT  to purchase the selected number. 

Option 2 - Existing Number:

1. Click CURRENT NUMBER.

2. Enter the phone number you’d like to SMS-enable (host).

3. Click CHECK (this will confirm whether the number can be hosted in Text Request).

SMS Existing Number Final

4. Complete the Letter of Authorization (LOA) form. If a form does not load, check your email.

5. Your number should be activated that same business day, so check back periodically.

Alternative: If the number you enter cannot be hosted, you can check a different number or get a text-only number from Text Request by clicking Option 1 - New Number.

Changing Dashboard View

Now that you have multiple dashboards enabled on your account, toggling between them is a breeze with our Dashboard Dropdown. 

In the upper right area of the header, your current dashboard name and number is shown. Everything you interact with will be related to this number, including viewing conversations, sending messages, changing settings, contact list, groups, etc..

Note: Only the Dashboards and Account tabs contain account-wide information

To change your dashboard view:

1. Click on the down arrow next to your Dashboard name in the upper right corner, and a menu will expand below with a list of all available dashboards.

2. Select any number to change to that dashboard.

By default, your dashboard list is sorted by new messages, and a circle with a number inside will list how many new messages have been received since you last visited that dashboard. Your dashboard list can also be sortable by name or number.

The search bar can be helpful for quickly jumping to a desired number if you have a long list. 

 

video-dashboard-dropdown