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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

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

Balance Management

Adding Credit to Company, Team or User Wallets
How to transfer credit between different wallets
Wallet Balances and Transactions
How to view and create Team Wallets
How to use team wallets to send a gift
How to use team wallets to customize monthly user spend limits

See all 10 articles

Branding

Setting up your brand colours for Reachdesk communications
Add your company terms and conditions link to your branding templates
Add a link to your company unsubscribe/preferences centre in your branding templates

Domains

How to verify domains within Reachdesk
You can now send Reachdesk emails from a subdomain!

Security

Okta Setup 🔑 (SSO Setup via SAML)
Enabling Azure AD Single Sign On (SSO)🔑
Onelogin Setup (SSO Setup via SAML)
Just-in-Time Provisioning (SAML)

Reachdesk Help Documentation