How to grant users access to use an SMS phone number

How do I grant users access to an SMS phone number?

In Workshop, you can control which SMS phone numbers a user has access to. This determines which numbers they can send messages from and which inboxes they can view.

To grant access to a phone number:

1. Go to Manage > Users
2. Click on the individual user you want to manage
3. Select Assign Permissions in the three dot menu
4. Underneath Limited Access, toggle “Can they send text messages?” to ON
   1. This enables text messaging access for the user and allows you to configure further settings.
5. Under “Which number(s) can they send from?”, check the box next to each phone number you want them to access
   1. This controls both sending permissions and inbox visibility for that number.
6. (Optional) Choose who the user can send texts to by selecting “Everyone” or “Only some” under “Who can they send texts to?”
7. Click Save to apply the changes

Keep in mind:

• Users can only view and send messages from the numbers they’ve been granted access to.
• If a user is not given access to a number, they won’t see its messages or replies in the inbox.
• This is especially useful for managing sensitive content (e.g., HR or executive messages).