Within Teamwork Desk, site administrators can add new agents to your site.



Go to the People area at the top of your site and select the Agents tab.

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In the top right corner of the Agents subsection, click the + Invite Agents button.

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In the invite modal, you can add details for one or multiple new agents, including name, email address, and agent type.

Note: An agent and an inbox cannot have the same email address.

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If you also have Teamwork enabled for your account, you will be able to use the Select from Teamwork option at the bottom of the modal to add existing Teamwork users as Teamwork Desk agents.

Once you have entered the agent details, click Next in the bottom right. If you have Training Wheels 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.

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When you click Next, you can then select inboxes to add the agents to. Once you have the relevant inboxes ticked, click Send to invite the agents. Any invitations you send will expire after 24 hours.

Note: 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.

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.

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Note: When you create a new agent in Teamwork Desk, that user will automatically also be added as a collaborator in Teamwork. 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