User Management

AgentDesk has two levels of user management: organisation-level (who belongs to your organisation and their system role) and portal-level (which portals a user can access and what they can do in each).

Organisation roles

Organisation roles control system-wide access:

Higher roles can manage and change the roles of users below them.

Portal roles

Portal roles control what a user can do within a specific portal:

A user can have different portal roles in different portals. For example, someone could be an Operator in one portal and a Customer in another.

Managing organisation users

Go to Admin > Users to see all members of your organisation.

The user list shows each person's name, email, role, portal memberships, email verification status, and join date.

Search and filter

• Search by name, email, or portal name
• Filter by role using the role dropdown
• Filter by portal to see only members of a specific portal
• Adjust page size to show 10, 25, or 50 users per page

Changing a user's organisation role

1. Click the role icon on the user's row.
2. Select the new role from the dropdown. Only roles you have permission to assign are shown.
3. Click Save.

Removing a user

1. Click the remove icon on the user's row.
2. Confirm the action.

This deletes the user's account and removes them from all portals. You cannot remove yourself.

Managing portal users

Go to Admin > Portals > [your portal] > Users to manage users within a specific portal.

Inviting users

1. Click Invite User.
2. Enter the user's email address.
3. Select a portal role: Customer (default), Operator, or Portal Admin.
4. Click Send Invite.

The invitation is sent by email with a registration link. It is valid for 7 days and appears in the Pending Invitations section until accepted or expired.

Changing a portal role

1. Go to the portal's Users tab.
2. Click the edit button on the user's row.
3. Select the new portal role.
4. Click Save.

Removing a user from a portal

1. Go to the portal's Users tab.
2. Click the remove button on the user's row.
3. Confirm the action.

This removes the user from the portal but keeps their organisation membership and access to other portals.

Managing portal access across portals

From the organisation user list, click the globe icon on any user to see and manage their portal access across all portals at once.

Permissions summary