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Role 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 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…

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…

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…

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…

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…

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…

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…

Building a powerful collaborative workspace! (video)

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

Ticket sharing with third parties

Did you know you can collaborate on customer tickets with people that don't have an eDesk account, such as suppliers or third-party services?…

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…

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…

Using eDesk Talk

eDesk Talk is a simple phone solution for small support teams to enable them to provide call support to their customers without having to invest…

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…

Assigning Tickets (video)

You may want to assign tickets to your teammates in eDesk if they’re better suited to solving the issue or if you’re overwhelmed for example.  

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