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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…

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…

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…

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…

Building a powerful collaborative workspace! (video)

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

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…

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…

Using Message Rules in eDesk

Using as many Message Rules as possible will ensure that your customer interactions will always be handled by the right team members. It will…

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…

Setting up eDesk's Live Chat

Take your customer care to the next level with eDesk’s Live Chat! It’s quick to set up and customers love the real-time support you can provide. This…

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…

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…

10 Message Rules you need to create in eDesk!

Message Rules in eDesk tell the inbox to automatically perform actions such as tagging and routing messages based on the conditions you decide.…

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