Add Agents to Your Account

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

📌 Note: Only admin can add agents to the account.

How to add an agent to your account

1. Log in NestDesk admin account 

2. In the left sidebar, go to Settings > Agents, click Add agents button

3. 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.

Here’s how the invitation email looks like:

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

After the agent activates a new user account, his/ her status will display 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

Interested in learning more about NestDesk? Book a demo with us!

Need any help? 

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

We are happy to help you as soon as possible! 😊😊😊