Mobile App Users and Dashboards

Manage all of your users and dashboards from the convenience of your mobile device.

Add a User

If you want to add a user to multiple dashboards, you’ll need to repeat the steps below for each dashboard.

To add a new user through the mobile app:

1. Tap Menu in the bottom bar. 

2. Select Users from the list.

3. Tap + New User. 

4. Enter the user’s name, email address, and permission level.

5. Tap Add User.

For more information on the different user permission levels, see our guide. 

 

Edit or Delete a User

Tap the three-dot menu next to a user’s name to edit or delete them. 

For more information on users, see our guide. 

 

Switch Between Dashboards

If you have access to multiple dashboards, simply tap the dashboard name in the top right corner, then select the dashboard you want to switch to from the provided list. 

 

Manage Dashboards

You can easily add, edit, and even delete dashboards within the mobile app. 

To add a dashboard through the mobile app:

1. Tap Menu in the bottom bar. 

2. Select Dashboards from the list.

3. Tap New Dashboard.

 

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

 

Option 1 - New Number:

1. Tap New Number.

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

3. Tap Search.

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

5. Tap I'll Take It to purchase the selected number. 

 

Option 2 - Existing Number:

1. Tap Current Number.

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

3. Tap Check. This will confirm that the number can be hosted in Text Request.

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.

 

To edit or delete a dashboard through the mobile app:

1. Tap the + sign next to the name of the dashboard to expand.

2. Tap the three-dot menu button. 

3. Select either Edit Dashboard or Delete Dashboard. 

 

For more information on Dashboards, see our guide.