This guide explains how an Admin can create Teams, add Users, manage Team wallets, and assign Campaigns to Teams within Reachdesk.

Create a Team

Creating Teams before adding Users helps ensure Users are assigned to the correct structure immediately.

Steps

1. Navigate to Organization.

2. Select Teams.

3. Click New Team.

   

4. Enter the Team Name (for example: Account Managers).

5. Set the Primary Objective.

6. Create Team.

   

There is no limit to the number of Teams you can create. You can organize Teams based on your business structure.

Important: Set a Primary Objective

❗ Primary Objective is mandatory.

Each Team must have a Primary Objective configured. This setting ensures Users in the Team receive relevant insights and recommendations aligned with their Team’s goal.

Manage an Existing Team

Available Actions

• Edit the Team details in the General Settings section.

  • Update the Team Name

  • Update the Primary Objective

    

• Manage Team Users in the Users section.

  • View the users assigned to the Team.

  • Edit user details by clicking the pencil icon under Edit.

  • Remove a user from the Team by clicking the pencil icon under Edit and removing the Team from the user’s setup.

    

• Assign Campaigns in the Assigned Campaigns section.

  • Allocate campaigns to the Team by clicking on them.

  • Be sure to save your changes at the bottom of the page.

    

• Manage Team Wallets

  • View the Team’s currency wallets

  • Set spend limits by clicking the pencil icon under Actions.

    

Delete a Team

1. Go to Organization → Teams.

2. Click the Trash Bin icon to delete the Team.

Add a New User

Admins can easily create new Users in Reachdesk.

Steps

1. Navigate to Organization.

2. Select Users.

3. Click Add User.

   

4. Enter the required User details.

5. (Optional) Assign the User to a Team.

6. Save the User.

If Teams have already been created, you can assign the User to the appropriate Team directly during this step.

Activate or Inactivate a User in Reachdesk

Admins can manage user access in Reachdesk by activating or inactivating Users. Inactivating a User removes their access to the platform without permanently deleting their account.

Inactivate a User

Use this option when you want to remove a User’s access to Reachdesk while keeping their account record.

Steps

1. Navigate to Organization.

2. Select Users.

3. Locate the User you want to update.

4. Toggle off the Active switch for that User

Once the Active toggle is turned off, the User becomes Inactive and can no longer access Reachdesk.

Reactivate a User

If you need to restore access for a previously inactive User, you can reactivate their account.

Steps

1. Navigate to Organization.

2. Select Users.

3. Go to the Inactive Users section.

4. Toggle the Active switch back on for the User.

Once reactivated, the User will regain access to Reachdesk.

View Active and Inactive Users

The Users page displays both Active and Inactive Users.

• Active Users: Users who currently have access to Reachdesk.

• Inactive Users: Users whose access has been disabled.

You can switch between these views on the Users page to manage user status.

User Invitation Process

After creating a User:

• The User receives an email invitation.

• The email prompts them to create their password and access Reachdesk.

Invitation Link Expiry

The invitation link expires after 48 hours.

If the link expires, the User will need to reset their password here.

Add Multiple Users at Once

If you need to add many Users simultaneously:

• Email support@reachdesk.com, or

• Contact your Customer Success Manager (CSM).

SSO and Just-in-Time (JIT) Provisioning

If your organization uses Single Sign-On (SSO) with Just-in-Time (JIT) Provisioning enabled:

• A new Reachdesk account is automatically created the first time a user signs in via SSO.

• This applies to anyone who is not already a Reachdesk user.

FAQ's

Where can I see or manage the number of contract seats on my account?

The number of contract seats refers to the total number of active users allowed on your Reachdesk account.

At the moment, this information is not directly visible or editable within the platform. To view or make changes to your contract seats, please reach out to your Customer Success Manager (CSM), who will be able to assist you.

If you’re unsure who your CSM is, feel free to contact our support team and we’ll point you in the right direction.