Getting started with the portal

Use these steps the first time you open the portal.

Sign in

1. Open the portal sign-in page.
2. Enter your account in Email or username.
3. Enter your Password.
4. Accept the terms when the checkbox is shown.
5. Select Sign in.

Sign in with Google

1. Accept the Terms and Conditions.
2. Select the Google button when it is available.
3. Choose the Google account connected to the portal.
4. Complete two-factor verification if the portal asks for it.

Sign in with a passkey

The Passkey control appears only when the browser supports passkeys and this device has a saved portal passkey.

1. Select Passkey.
2. Follow the device prompt.
3. Complete the fingerprint, face, screen-lock, or security-key check offered by the device.

To add, rename, or remove a passkey, follow the passkeys guide.

Accept a team invite

1. Open the invitation link from your email.
2. Check that the invitation is for the expected account.
3. Enter a Password.
4. Repeat it in Confirm Password.
5. Select Activate Account.
6. Select Go to Login.

The account owner decides which sections and workspaces you can use. A missing menu item can be an access choice rather than an error.

Choose a workspace

A workspace is the portal context for one messaging product. Campaigns, senders, prices, balance, and reports shown on screen follow the active workspace.

1. Select Switch workspace at the bottom of the desktop sidebar or mobile menu.
2. Select the workspace name you need.
3. Wait for the current page to refresh.
4. Confirm the selected workspace before you create or launch a broadcast.

See workspaces for more about choosing and using workspaces.

Tour the sidebar

1. Use Dashboard for a quick activity summary.
2. Use Broadcasts to create and manage campaigns.
3. Use People to upload contacts and organise databases.
4. Use Reports to inspect messages and export results.
5. Use Calculator to check SMS encoding and segments.
6. Use Autoresponders, Journeys, and Templates for repeatable messaging.
7. Use SMS pricing and Billing for rates, balance, and payments.
8. Open Settings for account, integrations, domains, API keys, webhooks, and team access.
9. Open Support to contact the support team.

On a phone, open the burger menu to see the same destinations. Team members see only the sections available to their role.

Troubleshooting

1. Reset the password from the sign-in page if the password is not accepted.
2. Ask the account owner to check your invite if the activation link is invalid or expired.
3. Ask the account owner to review your role and section access if a menu item is missing.