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3. Add a Teammate

We love teams in MessageDesk! So, feel free to add them to get the full experience.

Josh avatar
Written by Josh
Updated over a year ago

Here's the truth, MessageDesk works best with a team.

Your team can conquer the day with MessageDesk. Easily manage conversations at scale with a shared phone number, internal comments with your team, and conversation assignments. (Check out our Text Messaging as a Team article to learn how).

How to Add a Teammate to MessageDesk

  1. Navigate to the Team page in your MessageDesk Workspace.

  2. Click on the Invite New Teammate icon in the top right.

  3. Enter the Email address of the Teammate that you would like to invite to your workspace.

  4. Choose the Role of your teammate.

💡 What are Roles?

MessageDesk supports 3 levels of permission: Admin, Manager, Operator. Role determines the type of access that a team member will have in your account.

Admin

The creator of your MessageDesk account. This person has access to everything and is the only person who can update the account’s subscription. Each account can only have 1 Admin. To change this admin, please email support@messagedesk.com.

Manager

Has the same level of feature access as the Admin but is not the point of contact for the account. They are prevented from updating the account’s phone number or payment details. This is great for teammates who need all-access to the platform.

Operator

Has limited access to MessageDesk features. They are unable to delete or edit existing contacts, create or edit SMS campaigns, and unable to upload contact data in bulk via CSV uploads. This is great for teammates who may need to send a Broadcast, manage the inbox or need to export information from MessageDesk.


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