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

This help file will guide you through configuring the Users section in your Company Settings.


Before you start

 
  • You’ll need an Admin login to eDesk to create users. If you don’t have an Admin login, you can request one from an Admin user within your business.


01 The eDesk Users section

To open the settings for Users, go to Settings → Company Settings → Users.  This is where you can disable user accounts, re-enable user accounts, invite new users, permanently delete user accounts, and manage all of the user accounts in your company.
Company Settings > UsersThe user accounts are listed under 3 tabs:

Active are the users with live accounts and that can access eDesk currently.
Inactive are the users with inactive accounts and that cannot access eDesk currently.
Pending Requests are user accounts for which an invitation has been sent. 

For each user, you can view the following information:

  • User
    Avatar and name of the user. Admin users are denoted by a crown icon.

  • Email
    Their email address. This email address is usually their company email address.

  • Role
    The role you have assigned to this user in your company.

  • Status
    A tick indicates the user is able to login.
    An hourglass indicates the user is able to login.
    A red cross indicates the user is able to login.

  • Mailbox
    A tick indicates the user can access their messages in Mailbox.
    A red cross indicates the user cannot access their messages in Mailbox.

  • Channels
    The channels that are available to the user. These are set by an Admin user within your company.

You can also perform the following:
  • To reorder the listing of users, click the sort icon to the right of the title in the User, Email, Role, or Status columns. 

  • To view permissions for the user roles that may be assigned to the users, click Find out what permissions each role has.

  • To create a new user account and invite the user to start using eDesk, click Invite users. For instructions on creating new users, click here.

  • To edit or permanently delete an existing user account, click the ellipsis ... at the end of the row. See below.

02 Adding a new user

On that same screen, click the Invite users button.
Once this is done, fill in the following fields:

  • Name
    The First and Last name for the user will be how the user is recognized in the account.

  • Email
    The email address the user will login with.

  • Timezone
    The timezone the users will see the account in - the auto-detect option bases the timezone on the IP of the user.

  • Preferred Language
    Choose the language the eDesk application should appear in.

  • Active
    Allow the user permission to log into this account.

After that, an email will be sent to the user with a link where they can log in and create a password. 


Further Readings


To learn how to delete an eDesk user account, click here.

If you would like to find out how to set up your Company Settings, click here.