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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…

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…

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…

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…

Building a powerful collaborative workspace! (video)

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

Webinar: Message Rules (video)

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

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…

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…

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…

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…

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…

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…

Reviewing MWS Permissions

If your Amazon account is already connected to eDesk but you're not receiving messages or if you disabled eDesk (xSellco) access and now wish…

Adding Users

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

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