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Creating signatures

By including a signature at the bottom of the messages you send to your customers, you'll give your customers a more personal experience and…

Inviting Users (video)

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

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…

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…

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…

Adding Users

Creating user accounts in eDesk helps your team manage customer support more efficiently. Each user gets their own login, allowing for better…

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…

Assigning tickets in eDesk

You may want to assign tickets to your teammates if they’re better suited to solving the issue or if you’re overwhelmed.  This help file…

Setting up your Company details

The company details section allows you to customize and optimize eDesk to meet the needs of your company and users. This help file will guide…

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…

I've been added to an eDesk account. What do I do next?

Your business has chosen eDesk for their eCommerce Helpdesk, and an Admin user within your business has sent you an email that invites you…

The Company Settings in eDesk

Company Settings allow you to optimize eDesk to meet the needs of your company and users. This help file will guide you through all the Company…

Changing your login email address

Whether you've forgotten the email address you registered your account with or you just want to change it, don't worry. It's a very simple…

Assigning tickets with Round Robin

eDesk's Round Robin feature automatically assigns tickets to your Support Agents, sharing the workload across the team and maximizing efficiency. Before…

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…

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