TABLE OF CONTENTS



New users can be invited at either the Subaccount or Organization level. Subaccount-level roles include Admins, Supervolunteers, and Texters, while Organization Owners have access to all subaccounts.

Adding Users

Subaccount Level

Only Organization Owners and Admins can add users to a subaccount. 

  1. Click on the People tab on the left-hand menu.

  2. Click the blue + Invite User button. 



  1.  Enter all the information in the pop-up window that appears. Then, select their role from the dropdown menu.

  2. Click Send Invite.



Note: Only Texters, Supervolunteers, and Admins can be added to a subaccount via the Subaccount People page. Organization Owners must be invited from Organization Settings. 

Organization Level
To add users at the Organization level, you must be an Organization Owner. 

  1. Click your initial in the upper right-hand corner and select Organization Settings.

  2. Click the People tab.

3. Click the blue + Invite User button.

4. Enter all the information in the pop-up window that appears.

5. Click Send Invite.




Once you have invited a user, they will either receive an email from hello@scaletowin.com with instructions to create an account or a message from your organization with an Invite Link. Refer new users to our Creating a Scale to Win Text Account article for further instructions.


Removing Users
Subaccount Level
Only Organization Owners and Admins have permission to remove users on the subaccount. To remove users at the Subaccount level:

  1. Click on the People tab on the left-hand menu.

  2. Navigate to the user you wish to remove and click on the trash can icon to the right of their current role.

  3. A pop-up window will appear prompting you to confirm deactivation of the user, click OK.




Note: If you do not see the user you wish to remove listed under the Active status, try changing the “User Status” to Invited.



Organization Level
Only Organization Owners have permission to remove other Organization Owners. To do this:

  1. Navigate to your Organization Settings.

  2. Click on the People tab in the right-hand menu.

  3. Navigate to the user you wish to remove and click on the trash can icon to the right of their current role.

  4. A pop-up window will appear prompting you to confirm deactivation of the user, click OK.



Promote or Demote A Current User
Texters, Supervolunteers, and Admins
Only an Organization Owner or Admin can change the user level of a Texter, Supervolunteer, or Admin. 

  1. Click the People tab on the left-hand menu. 

  2. Find the user whose permission level you want to change, and click the pencil icon to the right of their name and role. 



  1. From the drop-down menu, select the desired user level. 

  2. Click the blue Update button to save the changes.



Organization Owner
Only Organization Owners can promote a current user to Organization Owner status. 

  1. Go to Organization Settings.

  2. Click the People tab on the left-hand menu. 

  3. Find the user you wish to promote and click on the trash can icon to the right of their name and role. This removes them from their current role. 


  1. Then, click the blue + Invite User button and re-invite that contact as an Organization Owner.



Permissions include:

  • Request threads associated with individual campaigns via Texter Link

  • Claim replies in a campaign, send messages, and apply Tags

  • Opt out contacts and mark threads as “Not Needing Response”

  • Add Conversation Notes

Note: Texters can see the names of your campaigns and any custom data fields included in your initial message and Response Scripts.

Supervolunteers (Subaccount Level Users):
Supervolunteers have all the permissions of Texters, in addition to the following:

  • Reverse opt-outs from Threads

  • Access the Texter View from the lefthand side menu

  • View all subaccount conversations in Threads and switch to Texter View

Note: Supervolunteers can see the names of your campaigns and Texters within the subaccount, along with all associated data for contacts mapped within campaigns. This includes a contact's opt-out status and who opted them out.


Admins (Subaccount Level Users):
Admins have all the permissions of Supervolunteers, in addition to the following: 

  • Create and edit campaigns

  • Start and send campaigns

  • Upload permanent and temporary opt-out lists at the subaccount level

  • Search and reverse subaccount opt-outs

  • View subaccount-level usage

  • View and update subaccount settings

  • Invite users to join the subaccount at their level or lower

  • Edit Phone Number display names

  • Add and opt-out subscribers from the shortcode page

  • Create opt-in keywords and automatic messages for your shortcode

  • Access the Phone Numbers page to register for phone numbers or add new 10DLC phone numbers to the subaccount

  • Set up integrations in subaccounts, such as NGP VAN and ActBlue


Organization Owner:
Organization Owners are the highest user level in Scale to Win Text. They have all the permissions of Admins, in addition to the following:

  • Access to Organization Settings

  • Access to all subaccounts within their account

  • Ability to create new subaccounts

  • Access the Domain Names page to request shortlinks 

  • Ability to configure BigQuery and S3 Exports

  • Access the Pricing page to see the account pricing

  • Upload opt-out lists that will apply to all subaccounts, as well as search and reverse opt-outs in all subaccounts

  • View usage across all subaccounts

  • Add other Organization Owners

  • Update redirect URLs for provisioned domains

  • Plus all abilities at the Admin and Supervolunteer levels

  • View Analytics across subaccounts