Add agent

  • 27/02/2023
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In this post, you will learn how to add an agent to your account. Let’s get started now! 

📌 Note: Please keep in mind that only admin can add agents to the account.

How to add an agent to your account 

  1. Login in:
  2. Navigate to Settings on the left sidebar and click on Agents
  3. Tap on Add agent button 
Add agent to NestDesk account
  1. There you need to type down the email address of the agent and click on Save button

Then NestDesk will send a login instruction to the mailbox of that agent. 

Login instruction

Here’s how the invitation email looks like:

Add agent invitation email

After clicking on the Accept Invitation button, a new page will appear to sign up. 

NestDesk login

After the agent activates a new user account, his/ her status will display as Active as shown below. There are 3 types of account status: 

  • Active: account has been activated and is online now
  • Pending: invitation has been sent by admin but account hasn’t been verified. 
  • Offline: account has been activated and isn’t online now
Agent account status

Still stuck? 

Please contact our support team via live chat or email at [email protected] 

We are happy to help you as soon as possible! 

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