OneDesk – Getting Started: Agent Management

Transcript:

OneDesk offers a variety of features to help you better manage your team. You can find OneDesk’s Users Application by clicking on the More Applications icon and then the Users icon. Your team members, or users, are grouped according to teams, and a user can belong to more than one team.

To view and manage details about a user, double-click on their name. This will open up the User Detail Panel. You can also dock the detail panel to the side by clicking Tools and selecting ‘dock detail panels on the right’.

In this panel, you are also able to assign a user’s project-role in a team. This means that when you share a project with a team, the users’ roles are already predetermined and you do not need to repeatedly assign project-roles every time you share a project with a team.

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