Create and manage agents

Invite and manage agents to your Paldesk team and assign them to a group. Once they have joined your team, you can edit their role and status in your administration area. Learn how to invite and manage agents below:

How can I invite agents?

Follow these simple steps to invite new agents to your team!

Step 1:  Go to Administration > Settings> Agents tab. 

Step 2: To add a new agent click on the ‘+’ button in the upper right corner.

Image 1. Paldesk agent administration area

Step 3: Once you’ve done that, a new window will open asking you to add their email address, define their role and add them to a group.

An agent’s role can be an agent or administrator, where the former has limited access.  Additionally, before you send the invitation, make sure to add your new agent into a group. Finally, send an invitation to add a new person to your team. 

Image 2. Invite agent

When you have sent an invitation, you will be able to see it in your Agent administration, under Pending invitations. Your agent will receive an email from Paldesk, asking them to join your team (and agent group). Here’s what that email looks like: 

Image 3. Paldesk agent email invite

When they click on the link in the email, they will be redirected to paldesk.com, and asked to create an account. Here’s what our ‘Become a member’ page looks like:

Image 4. Paldesk become a member page

If the person you have invited already has a Paldesk account, they should log into their account instead of signing up. To access our login page, they should click on the ‘Already have a Paldesk account?‘ as seen in Image 4. Here’s what their login screen will look like:

Image 5. Paldesk login page

Once they’ve signed up or logged in, they will be able to access all conversations sent to your Paldesk agent group. And that’s it! If you come across any issues, reach out to us via live chat at paldesk.com or email us at support@paldesk.com. We’ll be more than happy to help you set things up!