Adding your colleagues to BeDesk allows you to collaborate on conversations and provide seamless customer support. This guide will walk you through inviting new agents to a team and managing their invitations.
You can invite new agents to join your helpdesk from the Team -> Invites page.
From the main navigation sidebar on the left, click on the Team icon.
Select Invites tab.
Click the blue + Invite teammates button located on the top-right of the page.
The "Invite teammates" dialog will appear. Fill in the following details:
Emails: Type or paste the email address of the teammate you wish to invite. You can add multiple emails by pressing Enter after each one.
Role: Select the role for the new teammate(s). Roles determine the permissions they will have within BeDesk (e.g., Agent, Admin).
Group: Assign the teammate(s) to a group. Groups are useful for organizing your team and routing conversations automatically.
Once you're ready, click the Send invites button.
An email invitation with a unique sign-up link will be sent to each address you entered.
After you send an invitation, it will be listed under the Invites tab on the Team page until the user accepts it. From this list, you can track all outstanding invitations.
Resend Invite: If a user can't find the invitation email or the link has expired, you can click the Resend button next to their email to send a new one.
Cancel Invite: If you need to revoke an invitation before it's accepted, click the three-dot menu (...) on the right side of the invite and select the option to cancel it.
Copy link: You can also manually copy the invite link and send it to an agent via some other method.