Getting Started: TexterID RCS Launch Manager (Brand Guide)
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Getting Started: TexterID RCS Launch Manager (Brand Guide)

TexterID RCS Launch Manager is a collaboration platform used by your Connectivity Service Provider (CSP) to collect, validate, and submit the information required to launch your RCS agent.

In this guide, we will walk through:

  1. How to configure your TexterID account
  2. Understanding the TexterID dashboard
  3. Completing assigned tasks

1. Setup Your TexterID Account

1. Create Account

Your CSP will invite you to collaborate on a new RCS Agent Launch application project. You'll receive an email with a link to create your account and join the project.

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Tip: If you are invited to a specific Project, you'll see your assigned tasks right away.

2. Enable Notifications

To receive updates on changes to your project, you can enable email notifications through the User Settings → Profile menu, in the top right corner of the dashboard. With notifications enabled, you will be receive updates when:

  • A Project is assigned to you
  • A comment is added
  • Tasks are updated
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Tip: Enable both email and in-app notifications so you don’t miss any project updates.

3. Add Account Members (Optional)

You can invite other team members to join your TexterID account and collaborate on projects. Go to Account Settings → Members to manage your team.

Role
Permissions
Admin
Full account access inc billing management
Editor
Create, edit and manage projects
Read Only
Project view access only

2. The TexterID Dashboard

Navigation Overview

Main Sections

Home - Project activity summary

Projects - Create and manage agent launch projects.

Settings

User Settings - Profile, notification settings, invitations.

Account Settings - Manage account members.

Key Terms

Term
Definition
Project
A structured workflow to launch one RCS agent
Milestone
A system-generated stage indicating progress on a Project
Task
A specific item assigned to you to complete

3. Completing Tasks

1. Open Project Details

  • Go to Projects in the left side navigation bar.
  • Select a Project to see Project Details.
  • Review Next Steps for You to see your assigned tasks. Alternatively, refer to the Tasks tab in the right side panel.

2. Complete Tasks

Your CSP will assign specific sections and/or fields for you to complete. Typical assignments include:

  • Agent Details — Information on brand assets to use for the agent such as logo, colors and a point of contact for identity verification
  • Brand Details — Business information such as legal name and EIN
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Important: Remember to save your work before leaving the page.

3. Submit

Once you've completed your assigned tasks, submit your project back to your CSP for them to take the next step.

  • Once all tasks are complete, a Submit action will appear under Next Steps for you
    • Alternatively, submit at any time using the action within the Project Parters chain.

After submission, your project access will change to view-only. If you need to make further edits, your CSP can reassign the project back to you.

After Submission

Once you submit the Project back to your CSP:

  • You can still view the Project
  • You can still comment on tasks and fields that have been assigned to you.
  • You'll see Milestone updates as the Project progresses toward launch

Your CSP will handle the remaining steps, including recording demo assets and submitting for launch.

Next Steps

  • Review your Project invitation email
  • Enable notifications
  • Check Next Steps for you for assigned tasks
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Still have questions? Reach out to your CSP directly for more information.