Admin & Settings
Invite team members to your organization
Admin flows for users, seats, and roles.
Only admins and org admins can add people to your RepDesk organization. End users should not expect a self-serve “sign up my colleague” button unless your company explicitly enabled a public flow.
Where to work:
Admin → Users (or Team / Users if your navigation label differs).
(Screenshot — add later: Admin Users with invite or add user and role selector.)
Invite by email#
Open Admin → Users.
Choose Invite user, Add user, or Send invitation (exact label varies).
Enter the person’s work email and pick their role (see below).
Send the invite. The new user completes password or magic link steps from the email when your deployment uses that pattern.
If the invite bounces or they never receive it, check spam, confirm the email address, and verify your org’s email settings with an admin.
Roles at a glance#
Assign the lowest role that still lets the person do their job—higher roles unlock configuration and export capabilities.
User — Day-to-day CRM work on records they can see.
Manager — Often includes team views, pipeline structure, and sometimes CRM export—exact rights vary by org.
Admin / org admin — Users, integrations, CRM object design, commissions (where applicable), and other org-wide settings.
Full detail: Roles, permissions & exports.
Seats and billing#
Active users usually count toward your subscription seats. If you are out of seats, invitations may fail or sit pending—confirm limits with your org admin or billing owner.
For seat count, plan changes, or invoices, email admin@repdesk.io (or the address your contract lists) rather than guessing in the product UI.
After someone joins#
Ask them to complete Getting started with RepDesk and connect Google Workspace if your org requires it.
Deactivate or remove users who leave the company so licenses and data access stay correct—follow your admin playbook for offboarding.