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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…

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…

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…

Building a powerful collaborative workspace! (video)

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

Spotlight on the Ticket View (video)

In this video, we will talk about the Ticket View in eDesk, which helps agents supercharge their customer service replies.  

Webinar: Message Rules (video)

In this webinar, our Customer Success Team will demonstrate how online sellers use Message Rules in eDesk.  

Intro to Message Rules (video)

eDesk's powerful Message Rules allow you to ensure your customer interactions will always be handled by the right team members. It will also…

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…

Connecting Magento V1 with eDesk (API)

Magento is a popular e-commerce platform allowing you to create an online store and sell products.  Connecting your Magento account will…

The Live dashboard: A real-time view of your account

The Live dashboard offers a real-time snapshot of the activities occurring in your eDesk account. It's a dynamic dashboard that refreshes…

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…

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…

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…

Marking as Important & Favouriting tickets

There are 2 ways to highlight specific tickets so that you can access them quickly - you can Mark as important or Favourite a ticket. This…

Connecting TikTok Shop with eDesk

TikTok Shop is a marketplace that allows sellers to use personalized storefronts, manage inventory efficiently, and engage with customers through…

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