Skip to main content
Reachdesk Help Documentation Help Centre home page
  • Submit a request
  • Sign in
  • Sign in
  • Submit a request
  1. Reachdesk Help Documentation
  2. 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

  • How to add a low balance alert against a wallet
  • How to view and create Team Wallets
  • Wallet Balances and Transactions
  • Adding Credit to Company, Team or User Wallets
  • How to transfer credit between different wallets
  • How to use team wallets to send a gift
See all 8 articles

Branding and Domains

  • You can now send Reachdesk emails from a subdomain!
  • 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

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