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Set up your Agents

Launching Your Helpdesk

Create an account for everyone who will be an agent.

Admin > Agents > Agents > + Add


  1. Use each Agent’s company email address, e.g. and not
  2. Agents that you add will get an email notifying them about the new account. Attached will be the Agent Quick Start Guide in PDF format.
  3. By default, each Agent will be a member of the All Permissions group, with no limitations. If you want to control what Agents can do in more detail (for example, restrict them to tickets in a certain department), create custom Permission Groups for them and remove them from All Permissions.
  4. If you are evaluating Deskpro, it is a good idea to talk to your Agents and explain that you’re evaluating Deskpro so they are ready to try out their new accounts.
  5. Agents can also view specific Agent Guides. A more in-depth look at using Deskpro as an Agent.
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First published: 23/03/2017

Last updated: Oct 26, 2017 by Paul Davies