How to Assign, Transfer, Change, and Remove SIMs & Devices From Subaccount Or Workspaces

This guide explains how to assign and manage Android SMS SIMs, iMessage devices, WhatsApp devices, RCS devices, and Twilio numbers for a sub-account.
The basic assignment process is:

1. Connect the first SIM/device and set it as the default.
2. Add additional SIMs/devices if needed.
3. Assign additional SIMs/devices to specific users.
4. Transfer, change, remove, or unassign assignments when required.

Important: The first/default SIM or device is available to the sub-account as the default sender. When a specific SIM/device is assigned to a user, that user-specific assignment takes priority over the default.

1. Log in to your myCRMSIM Dashboard.
2. Go to Subaccount SIM.
3. Find the sub-account you want to configure.
4. In the SIM Card column, click the orange (+) button.

1. In the Assign SIMs modal, locate Workspace SIM.
2. Click the dropdown.
3. Select the SIM you want to use as the default.
4. Save the configuration.

• Workspace SIM → SIM 1
• User A → SIM 2
• User B → SIM 3

1. Open the Assign SIMs modal.
2. Click Assign New SIM.
3. Select the User.
4. Select the SIM.
5. Click Assign.
6. Repeat the process for additional users as needed.

1. Open Subaccount SIM.
2. Click the (+) button in the SIM Card column.
3. Find the existing user assignment.
4. Click the Delete/Unassign icon.
5. Confirm the removal by clicking Yes.
6. Click Assign New SIM.
7. Select User B.
8. Select SIM 2.
9. Click Assign.

1. Open Subaccount SIM.
2. Click the (+) button under SIM Card.
3. Open the Workspace SIM dropdown.
4. Select the new SIM.
5. Save the configuration.

Note: Changing the Workspace SIM does not remove existing user-specific SIM assignments. Users with a specific SIM assigned will continue using their assigned SIM.

1. Open Subaccount SIM.
2. Click the (+) button under SIM Card.
3. Find the user's SIM assignment.
4. Click the Delete/Unassign icon.
5. Confirm by clicking Yes.

Important: Removing an assignment does not delete or disconnect the physical Android device or SIM from myCRMSIM. It only removes the SIM assignment from the user/sub-account.

1. Go to Subaccount SIM.
2. Find the required sub-account.
3. In the iMessage column, click the (+) button.
4. The Assign iDevice modal will open.

1. Locate the first connected iMessage device.
2. Assign it to the sub-account.
3. Set it as the Default device.
4. Save the configuration.

• Default iMessage Device → Device 1
• User A → Device 2
• User B → Device 3

1. Open Assign iDevice.
2. Select the User.
3. Select the iMessage Device.
4. Click Assign.

1. Open Subaccount SIM.
2. Click the (+) button under iMessage.
3. Find the current assignment.
4. Click the Delete/Unassign icon.
5. Confirm by clicking Yes.
6. Click Assign New iDevice.
7. Select User B.
8. Select the iMessage device.
9. Click Assign.

1. Open Assign iDevice.
2. Locate the device you want to set as the default.
3. Select the appropriate Default option/radio button.
4. Save the assignment.

Note: Changing the default device does not remove existing user-specific assignments. A user with a specific device assigned will continue using their assigned device.

1. Open Assign iDevice.
2. Find the device/user assignment.
3. Click the Delete/Unassign icon.
4. Confirm by clicking Yes.

Important: Removing the assignment does not delete the iMessage device from the myCRMSIM Devices page. It only removes the device assignment from the sub-account/user.

1. Open the Subaccount SIM page.
2. Find the required sub-account.
3. In the WhatsApp column, click the (+) button.
4. The Assign WhatsApp Device modal will open.

1. Click + Assign New WhatsApp Device or + Add New WhatsApp Device.
2. Select the WhatsApp device/number from the list.
3. Select the radio button to set it as the Default WhatsApp device.
4. Save/confirm the assignment.

• Default WhatsApp Device → Device 1
• User A → Device 2
• User B → Device 3

1. Open Subaccount SIM and click the (+) button under the WhatsApp column.
2. Click + Assign New WhatsApp Device.
3. Select the User.
4. Select the WhatsApp Device.
5. Save the configuration.
6. Repeat the process for additional users as needed.

1. Open Subaccount SIM.
2. Click the (+) button under the WhatsApp column.
3. Find the existing user assignment.
4. Click the Delete/Unassign icon next to the assignment.
5. In the confirmation modal, “Unassign this device?”, click Yes.
6. Click + Assign New WhatsApp Device.
7. Select the new user.
8. Select the WhatsApp device.
9. Save the assignment.

1. Open Subaccount SIM.
2. Click the (+) button under the WhatsApp column.
3. Locate the WhatsApp device you want to set as the default.
4. Select its radio button to set it as Default.
5. Save the configuration.

Note: User-specific WhatsApp assignments remain unchanged.

1. Open Subaccount SIM.
2. Click the (+) button under the WhatsApp column.
3. Locate the device/user assignment.
4. Click the red Delete/Unassign icon.
5. In the confirmation prompt, “Unassign this device?”, click Yes.

1. Open the WhatsApp device assignment modal.
2. Click the orange Force Logout icon (door icon) next to the assigned device.
3. In the confirmation pop-up, “Force Logout All Sessions? This will immediately disconnect all active WhatsApp sessions”, click Force Logout.

Important: Force Logout is different from permanently deleting a device. To permanently remove a device from myCRMSIM, delete it from the relevant Devices page.

Important: An Android device used for myCRMSIM RCS cannot be used simultaneously for myCRMSIM SMS.

1. Go to Devices → RCS Devices.
2. Make sure the RCS device is connected successfully.
3. Verify that RCS is enabled on the device.
4. Go to Subaccount SIM.

1. Find the required sub-account.
2. In the RCS column, click the (+) button.
3. The RCS device assignment window will open.
4. Select the first connected RCS device.
5. Set it as the Default device.
6. Save the assignment.

• Default RCS Device → RCS Device 1
• User A → RCS Device 2
• User B → RCS Device 3

1. Open the RCS assignment window.
2. Select the User.
3. Select the RCS Device.
4. Click Assign.

1. Open Subaccount SIM.
2. Click the (+) button under RCS.
3. Find the existing user assignment.
4. Click the Delete/Unassign icon.
5. Confirm by clicking Yes.
6. Click Assign New RCS Device.
7. Select the new user.
8. Select the RCS device.
9. Click Assign.

1. Open the RCS assignment window.
2. Select the device you want to use as the default.
3. Set it as Default.
4. Save the changes.

Note: User-specific RCS assignments remain unchanged.

1. Open the RCS assignment window.
2. Find the user's device assignment.
3. Click the Delete/Unassign icon.
4. Confirm by clicking Yes.

1. Open Subaccount SIM.
2. Find the required sub-account.
3. In the Twilio Numbers column, click the (+) button.
4. The Twilio Number assignment window will open.
5. Select the first available Twilio number.
6. Set it as the Default number.
7. Save the assignment.

• Default Twilio Number → Twilio Number 1
• User A → Twilio Number 2
• User B → Twilio Number 3

1. Open the Twilio Number assignment window.
2. Select the User.
3. Select the Twilio Number.
4. Click Assign.
5. Repeat the process for additional users as needed.

1. Open Subaccount SIM.
2. Click the (+) button under Twilio Numbers.
3. Find the existing user assignment.
4. Click the Delete/Unassign icon.
5. Confirm by clicking Yes.
6. Click Assign New Twilio Number.
7. Select the new user.
8. Select the Twilio number.
9. Click Assign.

1. Open the Twilio Number assignment window.
2. Select the number you want to use as the default.
3. Set it as Default.
4. Save the changes.

Note: User-specific Twilio number assignments remain unchanged.

1. Open the Twilio Number assignment window.
2. Find the user's number assignment.
3. Click the Delete/Unassign icon.
4. Confirm by clicking Yes.

1. Go to Main → Devices.
2. Open the relevant device section, such as:
• Android Devices
• WhatsApp Devices
• iMessage Devices
• RCS Devices
• or another applicable device section.
3. Locate the device you want to remove.
4. Click the Delete/Trash icon.
5. Confirm the deletion when prompted.
6. The device will be permanently removed from the Devices page and will no longer be available for assignment.

Important: If the device is currently assigned to a sub-account or user, unassign it first where required. Then delete the device from the Devices page to permanently remove it from the system.

Note: Twilio numbers are managed differently because they are phone numbers rather than physical devices. To remove a Twilio number completely, manage it through the applicable Twilio number configuration rather than the physical device sections.

1. Navigate to Main → Devices.
2. Select the appropriate device type tab, such as Android Devices, iMessage Devices, WhatsApp Devices, or RCS Devices.
3. Locate the required device in the table.
4. In the SUBACCOUNT column, look for the Unlink/Detach icon (chain with a slash).
5. Click the Unlink/Detach icon next to the assigned sub-account.
6. In the confirmation modal, “Detach from sub-account?”, click Detach.
7. The device will be detached from the sub-account, and its association with the sub-account will be removed.
8. Once the device has been detached, click the Delete/Remove option to permanently delete the device from the system.
9. Confirm the deletion when prompted.

Note: Logging out or disconnecting the physical mobile device does not automatically remove its association from the myCRMSIM system. If the device is still linked to a sub-account, you must Detach/Unlink it from the Devices page first.

Important: The Detach/Unlink → Delete/Remove process is the same for all supported device types where these options are available. However, the exact button names or available actions may vary depending on the device type.

• Workspace SIM → SIM 1
• User A → SIM 2
• User B → SIM 3

• Default → iMessage Device 1
• User A → iMessage Device 2
• User B → iMessage Device 3

• Default → WhatsApp Device 1
• User A → WhatsApp Device 2
• User B → WhatsApp Device 3

• Default → RCS Device 1
• User A → RCS Device 2
• User B → RCS Device 3

• Default → Twilio Number 1
• User A → Twilio Number 2
• User B → Twilio Number 3

• Always configure the first SIM/device/number as the default before assigning additional SIMs/devices/numbers to users.
• A user-specific assignment takes priority over the default assignment.
• Removing a user assignment does not permanently delete the device.
• Android SMS uses SIM-based assignment.
• iMessage, WhatsApp, and RCS use device-based assignment.
• Twilio uses phone-number-based assignment.
• An Android device used for RCS cannot be used simultaneously for Android SMS through myCRMSIM.
• Force Logout disconnects an active session; it should not be treated as the same action as permanently deleting a device.
• To permanently remove a physical device, delete it from the relevant Main → Devices section.
• After assigning devices or numbers, verify Message Routing to ensure the correct channel and sender are configured.
• When a user has a specific sender assigned, that sender takes priority over the sub-account's default sender.