How do you invite an employee?

Learn how to invite employees to Done Desk

The Account Owner and Admins can invite employees using one of the methods below.

Step 1:

Invite the employee using one of the methods below.

Method 1 (Inviting while creating the Employee Record)

1. Login to Done Desk
2. Go to “Employees”
3. Click “Employee Records”
4. Click “+New Employee Record”
5. Enter the Office, First and Last Name and Employment Type
6. Enter the employee’s email address
7. Optional: Check the box next to “Make Admin” for admin privileges
8. Save

Method 2 (Inviting after Employee Record is Created)

1. Login to Done Desk
2. Go to “Employees”
3. Click “Employee Records”
4. Click the menu under “Actions”
5. Click “Invite”
6. Enter the email
7. Optional: Check the box next to “Make Admin” for admin privileges
8. “Send”

Step 2:

Employees will receive an email invitation in which they can create their password and employee record.