Add staff, assign roles, and manage multiple business locations — all from one MsgHealth account.
Team seats are available on Pro (up to 3) and Enterprise (unlimited) plans. To invite a team member, go to Settings → Team and click 'Invite Team Member'. Enter their email address, select their role, and choose which location(s) they can access. They'll receive an email invitation with instructions to set up their password.
Go to Settings → Team
Click 'Invite Team Member' in the top right
Enter email & role
Choose Admin, Manager, or Staff and assign locations
They join instantly
Invitation email sent — they set up their password and log in
Full access to everything — billing, team management, all locations, all settings, and all client data.
Same as Owner except cannot manage billing or delete the account. Ideal for a general manager.
Can view and edit clients, view analytics, and manage their assigned location. Cannot manage team or billing.
Read-only access to client profiles and bookings. Can send individual SMS but cannot edit data or view billing.
Multi-location support is available on the Enterprise plan. Each location operates as a separate client list with its own health scores, SMS campaigns, and analytics. A single login gives you visibility across all locations — or you can give location managers access to only their own site.
Separate analytics per location
Each location has its own average health score, revenue at risk, and churn forecast.
Shared client option
Clients who visit multiple locations can be marked as shared, appearing in all relevant location views.
Location-specific SMS
Configure separate SMS templates and alert thresholds for each location.
Unified owner view
The account owner can switch between locations or view a combined overview from one dashboard.
Enterprise plan includes unlimited team seats and multi-location management.
Start your free trialPro plans include up to 3 team seats. Enterprise includes unlimited team seats. Free and Starter plans do not include team seats — the account owner is the only user.
Yes. On Enterprise plans, you can assign a Manager or Staff member to specific locations only. They'll only see client data and analytics for their assigned locations.
Go to Settings → Team, find the team member, and click 'Remove'. Their access is revoked immediately. Any clients or data they added remain in the account.
Yes. Go to Settings → Team, click on the team member you want to transfer ownership to, and select 'Transfer Ownership'. You'll be asked to confirm with your password. The transfer is immediate.
Go to Settings → Locations and click 'Add Location'. Enter the location name, address, and assign it a manager. Each location gets its own client list, health scores, and analytics view.
Client records are location-specific by default, but you can mark a client as shared across locations if they visit multiple sites. Shared clients appear in all location views with location-specific health scores.