Beta Now Available!
🚀 The new Messaging Portal is now in beta! Contact your ConnecttoTeams provider or reach out to our support team to get access to the beta site. We'll announce the official general availability date through our usual channels.
We've redesigned our Messaging Portal with a fresh, new look and improved features to make managing your messaging configurations even easier. You can now get your work done faster with a more intuitive and user-friendly experience.
This article walks you through the Users page of the ConnecttoTeams Messaging Portal. Use this page to manage your users, assign SMS numbers, configure services, and filter your user list.
Video
A companion video tutorial is also available for a visual walkthrough of the steps covered in this article.
Prefer a visual walkthrough?
Watch the step-by-step video here. Jump links are available for each part of the video.
Overview
The Users page gives you a centralized view of everyone in your enterprise — showing their assigned services, SMS numbers, and licenses all in one place.
To navigate to the Users page, click Users in the navigation menu at the top of the portal.
Understanding the Users Table Columns
Teams Username
Displays the Microsoft Teams identity of each user in your enterprise — the same username tied to their Teams account.
SMS Numbers
Shows the SMS number assigned to each user. An individually owned number is displayed as is — click it to open the SMS User Assignment modal. If the user is a group owner of an SMS group, the number appears with a 'group owner' suffix. An SMS group is a group of Teams users sharing a single SMS number.
Licenses
Shows the Microsoft Teams license assigned to each user, pulled directly from your Microsoft tenant. This is relevant to SMS — the SMS service requires a valid Teams license since users send and receive messages through the Teams client.
A green license icon indicates the user has a Teams license and can use SMS.
A red icon means the user does not have access to Teams and will be unable to use the SMS service.
Note
If you see a red icon for a user who needs SMS, assign them a Teams license to restore access.
Services
Shows the ConnecttoTeams services configured for each user. There are two service chips:
SMS chip — reflects the user's SMS assignment status.
CHT chip — stands for Chat service. Unlike SMS, Chat is configured at the enterprise level, so all users display the CHT chip, meaning everyone in your enterprise can chat with external parties on platforms like Slack, WebEx, Mitel, and Zoom.
Note
A portal upgrade coming soon will allow you to limit which users can access Chat services. Chat integrations with external platforms will be covered in a separate article and video.
User Tags
Displays any custom tags applied to a user. Tags are a helpful way to categorize or group users for easier management and filtering. See Managing User Tags below for instructions.
Managing User Tags
Tags can be added, edited, or removed from the SMS User Configuration modal. Any tags you add will appear in the User Tags column and can be used for filtering.
To add a tag:
Click the SMS chip of the user to open the SMS User Configuration.
Click the plus icon on the Tags field.
Enter your tag and click Create new tag below the box.
Click Save in the user modal to finalize.
To remove a tag, click the X icon next to it, then click Save.
Note: Each user can have up to 5 tags, with each tag limited to 20 characters.
Controlling Which Users Appear in the Portal
The Users page lets you limit which Teams groups are managed within the portal. This is useful for large enterprises that only need to enable services for a subset of users.
Note: Limiting by group comes with a performance trade-off due to technical limitations in the integration with Microsoft APIs. If your organization does not have strict requirements on which users are managed, we recommend leaving the group selection blank.
To limit by group:
Click the Groups button to open the Manage User Groups modal.
Review the behavior notes in the modal — it explains what happens when no group is selected versus when groups are selected, and how previously synced users may still appear even if they are no longer part of the current group selection.
Select the groups you want to include from the Enterprise Groups dropdown.
Click Update Groups to apply your changes.
Note: The updated group selection may take up to 10 minutes to reflect in the user list due to latency in pulling data from Microsoft.
Assigning SMS Numbers to Users
Assigning a Single User
A user without an existing SMS number will display a gray SMS chip.
Click the gray SMS chip to open the SMS User Configuration.
Check the Enable SMS Service checkbox.
In the Assign Numbers section, check the checkbox next to the number you want to assign from the Available Numbers (DIDs) list on the left.
Click Add to move it to the Assigned Numbers (DIDs) list on the right.
Click Save. The assigned number will appear in the SMS Numbers column for that user.
Tip: You can also perform this assignment from the Numbers page.
Bulk Assignment via Import
The Import button above the Users table is used to configure SMS services for multiple users at once. Note that this is not for adding new users — your user list is automatically pulled from Microsoft based on your Azure AD users or group selection.
Click the Import button above the Users table.
Download the CSV template to ensure your file follows the correct format.
Fill in the template with your user and number assignment data, then save your file.
Click Select File to Upload and choose your prepared CSV file.
The portal will verify the file and flag any errors. Once it passes validation, click Import to apply the assignments.
Adding or Removing Numbers from a User
To update the number assignment of an existing user:
Click the green SMS chip of the user to open the SMS User Configuration.
To add numbers, select them from the Available Numbers (DIDs) list on the left and click Add.
To remove a number, check the checkbox next to it in the Assigned Numbers (DIDs) list and click Remove. To remove all assigned numbers at once, click Remove All.
Click Save. Added numbers will immediately appear in the SMS Numbers column.
Note: If you are using the legacy SMS Connector, the removed number will still appear in the column until the app is synced.
Syncing the SMS Connector App (Legacy)
If your enterprise is still using the legacy SMS Connector App, any changes to SMS number assignments — whether for a single user, in bulk, or through adding and removing numbers — will require you to sync the SMS Connector App for the changes to take effect.
A red dot on the bell icon at the top of the portal alerts you when a task requires your attention. When you see this:
Go to the Dashboard.
Click the Sync SMS App button in the Tasks section to finalize your number assignment changes.
Once the sync is complete, removed numbers will no longer appear in the SMS Numbers column, confirming all changes have been finalized.
Tip
We strongly recommend transitioning to the Unified Connector App, which eliminates this sync requirement entirely. Contact your ConnecttoTeams provider to plan your migration.
Searching and Filtering the Users Table
There are two ways to search for users in the Users table.
Quick Search
Use the search box in the top-right corner of the table. As you type, it instantly filters across all columns at once — including Teams usernames, SMS numbers, and tags. To clear the search, click the X icon on the right side of the search box.
Column Filters
Click the filter icon next to any column heading to search within that specific column. Filters can be stacked — for example, filtering by Teams Username, SMS Numbers, and User Tags simultaneously will display only rows that match all criteria.
Two columns have special filters:
Licenses column — offers a dropdown with With Teams License and Without Teams License options, making it easy to identify users who still need a license assigned.
Services column — offers a dropdown with SMS Enabled and SMS Disabled options, letting you quickly identify which users have SMS configured and which still need to be set up.
When you are done filtering, click the Reset Filters button to clear all active filters and return to the full user list.
Exporting the User List
To export your user list, click the Export button at the top right of the Users table. The portal will generate a file containing your users and their current configuration — including their SMS numbers, licenses, services, and tags. This is useful for record-keeping, auditing your user inventory, or sharing the list with your team.
Additional Resources
For more guides and step-by-step documentation, check the rest of the knowledge base articles for the new Messaging Portal.