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Adding limited access Read-only users to your account

Sometimes people from outside your support team, such as managers and colleagues from other functions of the business might want to access eDesk…

Managing your team’s permissions using roles

All of your eDesk teammates have a user role associated with their account, giving them access to different tools in eDesk. It’s easy to…

Managing Users

eDesk will help you improve your team's collaboration by creating user accounts for each one of your employees. This help file will guide…

Building a powerful collaborative workspace! (video)

Watch this video and find out how easy it is to build a powerful collaborative workspace in eDesk!

Inviting Users (video)

eDesk will help you improve your team's collaboration by creating user accounts for each one of your employees.  

Deleting Users

eDesk will help you improve your team's collaboration by creating user accounts for each one of your employees. This help file will guide…

Adding Users

eDesk will help you improve your team's collaboration by creating user accounts for each one of your employees. This help file will guide…

Restricting user permissions for eBay cases

eBay cases can sometimes be sensitive, therefore we allow users in eDesk to restrict eBay case reponses. This help file will show you how…

Role permissions

Every eDesk user has a role associated with their account that gives them access to different tools in eDesk. Each role has a unique set of…

How to Read/Unread Tickets

This help file highlights the difference between tickets that have been read (physically opened) and unread by an agent.  Before you start   You’ll…

Troubleshooting: Revoking access to existing software

When joining eDesk, it's a good idea to make sure that any previous software tools you were using are no longer trying to update your Amazon…

Creating new custom roles to manage user permissions

All of your eDesk teammates have a user role associated with their account, giving them access to different tools in eDesk. It’s easy to…

Troubleshooting: Missing screens in eDesk

This help file will guide you through what actions to take if you can't access certain screens in eDesk. Before you start    You…

Sending Modes

You can select the Sending mode for email channels to determine the From address of messages sent from eDesk. This help file will guide you…

AI Automation

AI automations allow you to resolve tickets automatically with zero human interaction. There are 2 ways this can be done in eDesk:   via…

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