Get Collaborative in 1, 2, 3…

OneDesk allows you to create teams and collaborate with colleagues, offsite team members, partners and customers. In this OneDesk Quick Start Guide we’ll teach you how to build your OneDesk team in three ways. We’ll also introduce you to some important concepts in OneDesk, like ShareSpaces which are the essential building blocks for all teams and projects on.

INSIDE YOUR ORGANIZATION

Advantages: By adding organization users to your OneDesk account, you can collaborate with colleagues and ensure your whole company is on the same page. When you sign up for a free OneDesk account, you can add two free users to your organization.

Here’s how:

• To add users individually Go to Administration–> Organization users/roles–>Create a new user.
• To add users from your Gmail, Hotmail or Yahoo Mail contacts Go to Administration–> Organization users/roles–>Add from your contacts.

Note: Only users with an Administrator role can add users to an organization.

OUTSIDE YOUR ORGANIZATION

Advantages: With OneDesk, you can collaborate with other users by inviting them to join a ShareSpace. Within a ShareSpace, members are able to discuss, develop, and share information and manage feedback, requirements, issues, tasks and projects.

Here’s how:/h3>

ShareSpaces can be shared either with users from your organization, or with external guests. After creating a ShareSpace, click on the share icon on the ShareSpace you wish to share.

• Share your ShareSpace with external guests: Search for them in OneDesk, import your address book, or simply enter their email addresses – They will be invited as external guests, and will NOT join your organization. (If they are new to OneDesk, they will be asked to create their own organizations).
• Share your ShareSpace with users from your organization: Just select the user from the drop-down list of users.

Help Resources

Wondering how to use a feature, or where to start? These documents will have you up and running in no time.

OneDesk User Guide

Getting Started with OneDesk

In Your Organization

Learn about how OneDesk can be beneficial to your organization.

Quick Start Guides: Creating Teams

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