Managing access to HelloSend is easy and flexible—designed to help teams collaborate across multiple CRMs and messaging platforms. By adding users, admins can assign roles, grant messaging access, and configure calling settings to ensure each team member operates within their scope of responsibility.
HelloSend supports role-based access, allowing you to define what each user can see and do. Whether you're working with SMS, WhatsApp, or call-based communication, adding users ensures better workflow, security, and control across departments.
Supported Integrations
Supported Channels
How to Add a User: Complete Walkthrough
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1
Log in to HelloSend and navigate to Settings.
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Click on the Users tab.
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Select Add User.
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Enter the user's email address and choose the appropriate User Role (e.g., Admin, Manager, Agent).
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5
Under Messaging Settings, set the phone number access level:
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All Numbers: The user can access all enabled numbers.
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System Default: Only the default service numbers assigned system-wide will be shown.
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Assigned Numbers Only: The user will see only the numbers explicitly assigned to them.
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Note:
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Twilio & WhatsApp: All numbers are globally accessible.
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RingCentral: Users must manually authorize access to their own RingCentral numbers.
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Click on Call Settings:
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Choose the team from the dropdown.
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Assign Inbound, Outbound, or All call permissions as needed.
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Once all settings are configured, click the Create button to add the user.
✏️ 🗑️ How to Edit or Delete a User
Edit a User
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In the Users table, click the three dots beside the user entry.
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Select Edit.
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Modify the user's permissions or access settings as needed.
Note: You cannot change the email address or primary identity of an existing user.
Delete a User
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In the Users table, click the three dots beside the user entry.
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Select Delete.
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A confirmation popup will appear. Click Delete again to confirm.
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The user will be removed from the list and the license slot becomes available for new users.
✅ Benefits of Adding Users
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🔐 Maintain clear access control for messaging and calling features
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👥 Enable team-based communication workflows
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🛡️ Improve operational security through role-based permissions
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📊 Manage platform usage effectively for CRMs and messaging channels
Conclusion
Adding users to HelloSend is a simple yet powerful way to scale communication across your sales, support, or marketing teams. With robust permissions, messaging access controls, and CRM integration support, you can manage your growing team without compromising on visibility or compliance.
