Invite team member
Please go to the Workspace Icon -> Invite People to Willdesk.
▷ Insert the email address of the team members you want to invite.
▷ Choose "Agent" or "Admin" access for your team members.
(PS: "Agent" only have access to the inbox tab, while "Admin" own access to the settings tab)
▷Select a team for your team members.
All conversations: Your team member will be included in every team and are able to receive any messages.
Conversations assigned to their teams only: Your team member will be assigned to regarding teams and can only receive the messages assigned to her/his team.
▷Click "Invite team members".
An invitation is sent successfully. Your team member can check their email inboxes, receive invitations, and be team members of yours.
Other Method to Invite Team Member
Please go to the Workspace Icon -> Click Settings.
▷Select Team Member-> Invite Team Member
Remove team member
Please kindly go to Settings ->Team members and click the "delete" icon to remove the regarding team members.
Change teams or access for a team member
Please kindly go to Settings ->Team members and click the "edit" icon, you can change the teams or access allowed for the team member.
Not satisfied with this page? please contact us for more customizations!