Add Agents to Your Account

  • 07/12/2023
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In this post, you will learn how to add an agent to your account. Let’s get started now! 

📌 Note: 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

NestDesk add agent

3. There you need to type down the email address of the agent and click on Save button

NestDesk add agent

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

Here’s how the invitation email looks like:

NestDesk add agent - email confirmation

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
NestDesk add agent - account setting

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! 😊😊😊

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