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 to collect, validate, and submit the information required to launch your RCS agent.

As a Brand client, this guide will walk you through:

  1. How to configure your account
  2. Understanding the platform
  3. Completing your assigned work

1. Configure Your Account (5–10 minutes)

Complete the following steps once after accepting your invitation:

1. Create Your Account

When your Connectivity Service Provider (CSP) invites you to collaborate, you'll receive an email with a link to:

  1. Create your account (if you don't have one)
  2. Accept the invitation to 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

User Settings (top right) → Profile

You can enable:

  • Email notifications
  • In-app notifications (bell icon)

You will be notified 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)

Account Settings → Members

You can invite your own account members to collaborate on projects. Account roles apply across all Projects you're invited to.

Role
Access
Admin
Full account access
Editor
Edit Projects, manage team
Read Only
View access only

2. Understanding the Platform

Navigation Overview

Main Sections

Home

Project activity summary

Projects

Create and manage agent launch projects.

Settings & Tools

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
PreCheck
TexterIDs AI-powered validation engine that flags issues before submission

3. Completing Your Assigned Work

Step 1: Open Your Project

  1. Go to Projects
  2. Select the Project you've been invited to
  3. Review Next Steps for You under Milestones to see your assigned tasks or refer the Tasks tab and For You filter in the right side pane.

Step 2: Complete Your Tasks

Your CSP will assign specific sections for you to complete. Typical assignments include:

  • Agent Details — Complete information on brand assets (logo, colors), point of contact for identity verification
  • Brand Details — Business information (legal name, EIN)
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Tip: You can comment on any task or field to ask questions, even if you're not assigned to it.

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Important: Remember to save your work before leaving the page — there is no auto-save.

Step 3: Submit Your Work

Once you've completed your assigned tasks:

  1. A Submit action appears under Next Steps for you
    • Alternatively, submit via Project Partners in the Project Details section
  2. You'll receive a notification confirming submission
  3. Your access changes to view-only
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Important: Submission cannot be undone. If further edits are needed, your CSP will reassign the Project 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
  • You'll see Milestone updates as the Project progresses toward launch

Your CSP will handle the remaining steps, including recording demo assets and submitting to the aggregator.

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 or contact beta@texter.id