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Adding New Users

This guide explains how to add new users to your SendSquared account and set appropriate permissions. Adding team members allows you to delegate responsibilities and manage communication tasks more efficiently.

Accessing User Settings​

To begin adding a new user:

  1. Click on the profile icon in the upper right corner
  2. Select Global Settings from the dropdown menu
  3. Click on User/Agent Settings
note

If you don't see the Add User button at the top of the page, you aren't currently set up as an Agent Admin. You'll need to contact your internal Admin or SendSquared support to get the proper permissions.

Adding a New User​

Once you're in the User/Agent Settings:

  1. Click the Add New User button at the top of the page
  2. You'll be directed to the user creation page

Entering User Information​

On the user creation page:

  1. Enter the new user's First Name
  2. Enter the new user's Last Name
  3. Enter the new user's Email Address
  4. Click Send Invite

An invitation email will be sent to the provided email address with a link to verify and create a password.

Setting User Permissions​

After creating the user, you'll need to set their permissions:

  1. Find the newly created user in the list
  2. Click the Edit button next to their name
  3. Select the permissions you want to assign
  4. Click Update & Save to apply the changes

Understanding Permission Types​

SendSquared uses an Access Control List (ACL) system with permissions organized into logical groups. For a complete list of all available permissions and their descriptions, see the ACL Permissions Reference.

Quick Permission Management Tips​

  • Use the Select All button to grant all permissions to administrators
  • Use the Deselect All button to start fresh when setting up limited access users
  • Click on permission group headers to toggle all permissions within that group
  • Permissions are organized into these main categories:
    • Communication Permissions - Control sending capabilities
    • Agent Permissions - Manage call center and agent features
    • Inbox Management - Control access to various communication channels
    • System Management - Administrative and system-level features
    • Verification Permissions - Guest verification features (if enabled)

Best Practices for User Management​

Permission Assignment​

  • Assign only the permissions necessary for each user's role
  • Create consistent permission sets for similar roles in your organization
  • Regularly review and update permissions as responsibilities change

Onboarding New Users​

  • Send the invitation when the user is ready to set up their account
  • Note that invitation links expire after 24 hours
  • Provide new users with basic training on the features they'll be using

Security Considerations​

  • Limit Agent Admin permissions to trusted team leaders
  • Regularly audit user accounts and remove inactive users
  • Consider implementing a process for reviewing permission changes

Troubleshooting​

Invitation Not Received​

If a user doesn't receive their invitation email:

  1. Check that the email address was entered correctly
  2. Check their spam or junk folders
  3. Resend the invitation by deleting the user and adding them again

Expired Invitation​

If the 24-hour invitation period expires:

  1. Delete the user from the User/Agent Settings
  2. Add the user again with the same information
  3. A new invitation will be sent

Permission Changes Not Taking Effect​

If permission changes don't seem to be working:

  1. Ensure you clicked Update & Save after making changes
  2. Ask the user to log out and log back in to refresh their permissions
  3. Clear browser cache if problems persist