Team Members, Invitations & Account Switching

Rayo SMS allows you to collaborate securely with technical team members—such as software engineers and system integrators—by inviting them to your account rather than sharing your account owner credentials.

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Member Roles & Permissions

Rayo SMS currently supports the developer team member role, designed specifically for technical integration and security configuration while keeping commercial, contact, and messaging data restricted to the Account Owner.

Feature / Area	Account Owner	developer Member
Dashboard Overview	Yes	Yes
Advanced -> Settings -> API Keys (/settings/api_keys)	Yes	Yes
Advanced -> Settings -> Callbacks (/settings/callbacks)	Yes	Yes
Advanced -> Settings -> Mask Messages (/settings/mask_messages)	Yes	No
Advanced -> Settings -> Low Credit Alert Recipients	Yes	No
Send Message (UI Campaigns)	Yes	No
Sent Message History (/messages)	Yes	No
Contacts & Groups	Yes	No
Credits & Order History	Yes	No
Company Details & Billing Profile	Yes	No
Managing Team Members & Invitations	Yes	No

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Inviting a Team Member

1. Sign in to the Web Application as the Account Owner.
2. In the top navigation bar, go to Advanced -> Member Invitations and click Invite a Member.
3. Enter the invitee’s email address in Email and repeat it in Confirm Email.
4. Select the role (developer).
5. Click Send Invitation.

Invitation Rules

• The invited user must have a registered account on the same brand/platform.
• You cannot send an invitation to your own email address.
• You cannot create a duplicate invitation if a pending invitation for that user already exists.

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Managing Sent Invitations

Navigate to Advanced -> Member Invitations -> Sent to view all invitations you have issued and their current status:

• Sent — Invitation is pending a response from the recipient.
• Accepted — The user accepted and is an active member (or was previously a member).
• Expired — The invitation was expired before being accepted.
• Denied — The recipient declined the invitation.

Actions on Pending Invitations

For any invitation currently in the Sent state, you can:

• Resend: Automatically expires the current invitation and sends a fresh invitation email.
• Expire: Immediately invalidates the pending invitation so it can no longer be accepted.
• Delete: Removes an unaccepted invitation record. (Note: Accepted invitations cannot be deleted, preserving a permanent security audit trail of everyone who has had access to your account.)

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Accepting or Denying Received Invitations

When another Account Owner invites you to join their team:

1. Sign in to your Rayo SMS account. You will be prompted upon sign-in, or you can navigate to Advanced -> Member Invitations -> Received.
2. Review the inviting account details and assigned role.
3. Click Accept to gain access, or Deny to decline the invitation.

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Switching Between Accounts (Switch Account)

Once you have accepted an invitation to one or more other accounts, you can switch your active workspace at any time without logging out:

1. Click your username at the top-left of the sidebar.
2. Select Switch Account (/account_selection/new).
3. Choose between Your account (your personal/primary account) and Other accounts (accounts where you are a team member).
4. Click Continue. The interface will immediately reload in the context of the selected account.

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Removing an Active Team Member

As the Account Owner, you can revoke a team member’s access at any time:

1. In the top navigation bar, click Advanced -> Members (/members).
2. Locate the active member in the list.
3. Click Remove to immediately revoke their access to your account.