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Setting Up Users and Permissions for Two-Way Messaging

Step-by-step instructions for registering your toll-free number and setting team permissions.

Before your team can start texting customers, an administrator needs to complete two steps: register a toll-free number and set permissions for the team.

Step 1: Register Your Toll-Free Number

Mobile carriers require businesses to register their toll-free number before it can send text messages. This is a one-time step for your company and helps ensure your messages are delivered reliably.

  1. In ServiceBridge Web, go to Company Settings > Toll-Free Registration.

  2. Find the Two-Way Messaging section and select Set up Two-Way SMS.

  3. Review the pre-filled business information and complete any missing fields:

    • Business Name — should match your legal business name

    • Business Address — street address, city, state, and ZIP

    • Contact Name and Phone — your primary contact for messaging-related questions

    • EIN (Employer Identification Number) — enter in XX-XXXXXXX format

    • Notification Email — where you'll receive status updates

  4. Select Submit Registration.

See How to Register for a Toll-Free Number for additional details.

Once submitted, ServiceBridge automatically sets up a dedicated toll-free number for your company and sends your registration in for review. You don't need to choose a number yourself.

Note: Once you submit, the form becomes read-only while your registration is under review. You won't be able to edit your information until a decision comes back.

Checking Your Registration Status

You can check your status anytime in Admin Settings > Subscription Management > Two-Way Messaging.

Status

What it means

What to do

Not Provisioned

Registration hasn't been started

Select "Set up Two-Way SMS" to begin

Pending

Submitted and under review (typically 1–3 business days)

No action needed — you'll be notified automatically

Active

Your number is approved and ready to use

Move on to Step 2 below

Rejected

The submission wasn't approved

Review the reason shown, correct the information, and resubmit

You'll get an email at the address you provided whenever your status changes, so there's no need to check back manually.

If Your Registration Is Rejected

  1. In Subscription Management, find the Two-Way Messaging section — it will show Rejected along with the reason.

  2. Review the reason carefully.

  3. Select Resubmit to reopen the form.

  4. Correct the fields noted in the rejection.

  5. Select Submit Registration.

Your status will return to Pending while the corrected registration is reviewed. If the resubmission window has closed, reach out to Support for help.

Step 2: Set Messaging Permissions for Your Team

By default, everyone can send text messages once Two-Way Messaging is turned on. You can adjust this for individual team members if needed.

  1. In ServiceBridge Web, go to Personnel > User > Edit > Manage Device Settings.

  2. Find Allow Sending SMS and toggle it On or Off as needed.

  3. Select Save.

The change takes effect the next time that person opens the mobile app — they may need to log out and back in for it to apply.

Once these three steps are complete, your technicians can send messages from the mobile app, and your office team can view and reply to conversations from the Messaging Center. See Using Two-Way Messaging for details and instructions.

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