Admin Guide

Set up your Agents


Create an account for everyone who will be an agent.

Admin > Agents > Agents > + Add

Adding-New-Agents-1.jpg

  1. Use each Agent’s company email address, e.g. susan.smith@yourcompany.com and not info@yourcompany.com.
  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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