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Reachdesk Help Documentation
The Basics

The Basics

Understanding Reachdesk Learn how to add users, teams, balances...everything you need to know to setup your account

How to set up users and teams

Roles and Permissions
How to reset a password
How to add teams and users 👩‍💻

Balance Management

Automatic currency conversion on sends
Balances and Transactions
Adding Funds to Company and User Balances

Branding and Domains

Setting up the ability to send emails from a custom domain
Add your company terms and conditions link to your branding templates
Add a link to your company unsubscribe/preferences centre in your branding templates
Setting up your brand colours for Reachdesk communications

Security

Okta Setup 🔑 (SSO Setup via SAML)
onelogin Setup (SSO Setup via SAML)
Enabling Azure AD Single Sign On (SSO)🔑

Reachdesk Help Documentation

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