It's very useful to create teams before users so that when you add users you can assign them immediately to the right team. In order to create a team follow these steps :
New Team e.g. Account managers
There is no limit, you can create as many teams as you need according to your business.
Note : You can also delete a team by clicking the ‘trash bin’ icon in the team page.
❗️ Remember to add a Primary Objective to each Team. This is a mandatory step. Setting this ensures that Users within the team get presented with relevant insights and recommendations given their Team's Objective.
Once you've created your team, you will be able to :
It’s very easy to add a new user. Just follow these steps :
‘Add User’ and enter the user details
Once a user has been created, an email invite will be sent to the user to create a password. If you have already created a team you can also include the user in the right team directly from this 'add user' page. In case you need to add many users all at once, please send an email to firstname.lastname@example.org or reach out to your CSM.
If you set up login in Reachdesk via SSO (single sign on) and the Just-in-Time (JIT) Provisioning feature is enabled any non-user accessing Reachdesk via SSO will automatically have their Reachdesk account created on their first sign in.
Note : the login link sent via email will expire after 48 hours. In case the link has expired please use this guide to reset the password.