Organization Settings

• How to enable SCIM user provisioning in Okta
• How to update Organization settings
• How to verify domains within Reachdesk
• How to update your organization’s claim settings
• Configure suspicious claim checks and email/domain blocking
• Requesting an upgrade to a new region or warehouse

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Video guides

• No time to read? Not to worry! Video Guides are here!

How to set up users and teams

• How to update your user signature in your profile
• Add a User to Multiple Teams in Reachdesk
• Manage Teams, Users, and Campaign Access in Reachdesk
• Roles and Permissions
• How to reset the password

Balance Management

• How to Add Credit to Company, Team, or User Wallets
• How to transfer credit between different wallets
• Wallet Balances and Transactions
• How to Create, Manage, and Use Team Wallets
• How to use a Team Wallet to send gifts
• How can I control gift spend against my recipients?

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