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  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

  • 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