Getting started with RepDesk

RepDesk is your company’s workspace for CRM, sales operations, commissions (if your company has them enabled), and optional tools such as Legislation Intelligence. Everything you see is scoped to your organization—your data stays separate from other RepDesk customers.

(Screenshot — add later: full signed-in layout showing top navigation and left sidebar.)

Sign in
Go to https://repdesk.io/login (or your org’s sign-in link). Sign in with the credentials your admin gave you. Your role (user, manager, admin, or org admin) controls which menus and settings you can open. If you can’t sign in, ask your org admin to confirm your account is active and that you have a seat.

Main layout
After you sign in you’ll typically see:

• Top navigation — shortcuts such as Feed, Accounts, Contacts, and other modules your company uses.

• Left sidebar — deeper areas such as Commissions, Partner Sales, Calendar, and more, depending on what’s enabled for your tenant.

Use the sidebar to switch between major product areas. Some items only appear if your company has that feature turned on—if you expect something and don’t see it, ask an admin whether it’s enabled.

Home and dashboard
Your home experience may include the Dashboard at https://repdesk.io/dashboard or other landing shortcuts, depending on how your org is set up. Use it as a starting point for the day; detailed work on customers and deals happens in the CRM modules (Accounts, Contacts, Pipeline, etc.).

My Settings
Open https://repdesk.io/my-settings to update your profile and manage personal integrations—for example Google Workspace (Gmail/Calendar) when your admin allows it. Connecting Google here is required before the RepDesk Gmail add-on can show CRM context inside Gmail. See: https://repdesk.io/help/google-workspace-integration

(Screenshot — add later: My Settings → Integrations → Google Workspace card showing Connected or action to Connect.)

(Video — add later: 2–3 minute tour — sign in → point out top nav and sidebar → open My Settings → return to Accounts or Contacts.)

Admin vs personal settings
Organization-wide changes—users, CRM object/field design, commission configuration, integrations credentials for the whole company—live under Admin and need an admin or org admin role. If you don’t see Admin, you’re still a valuable user; ask an admin when you need org-level changes.