Within Teamwork Desk, site administrators can
add new agents to your site.
Select People from
the main navigation menu. Switch to
the Agents subsection and
click + Invite agents.
Add details (name, email, agent type) for
each new agent you want to create. Each
time you fill out an agent's details,
another row is added for you to
(optionally) add another agent.
💡If Teamwork is
enabled for
your account, you can click Select
from Teamwork to add existing
Teamwork
users as Teamwork Desk agents.
Once you have entered the agent details,
click Next.
📝 If Training
Wheels is enabled for your site,
you can then set
whether each of the new agents should be
enrolled in training and what percentage of
their tickets should be reviewed.
In
the final step, select inboxes to add
the
agents to, then
click Send.
Additional
information
- You can add agents to your site based on the number of paid seats in your subscription.⚠️ If you do not have any available seats, you will need to upgrade your subscription.
- An agent and an
inbox
cannot be associated with the same
email
address.
- Agent invitations to Teamwork Desk
expire
after
24 hours.
- Agents who
have not yet accepted
their
invite cannot have
anything
assigned to them, be added
to
triggers, or be added as a
follower on
tickets.
- When you create a new
agent in Teamwork Desk, that user is
automatically also added as a
collaborator in your Teamwork site.
The user will be
able to log in to your Teamwork site
but
they will not have access to anything
by
default.
For more information, see: People