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How to manage your employees in Demodesk
How to manage your employees in Demodesk

Give certain users additional permissions and manage your teammates accounts

Alina Stoehr avatar
Written by Alina Stoehr
Updated over a week ago

As a Demodesk Admin, you have additional rights to manage your team. This article provides you with a first overview of everything you can do.

Which actions and settings can be accessed?

When inviting or editing colleagues the right switch grants the new user admin rights:

An admin is able to perform the following actions:

Admins can access the company settings

  • Change white label

  • manage admin rights of other users

  • edit custom tokens

  • add new users

  • delete unnecessary users

  • access invoices

  • access insights

How to manage the teammates accounts

For you to delete a user, it only takes a few steps:

  1. Jump on your employee page

  2. Scroll down > click the 3 dots to the right

  3. Click delete and type REMOVE

On the other hand, if you wish to make a teammate an admin as well, then add the following steps:

  1. Click on the 3 dots and then on edit

  2. Scroll down and toggle the option for admin

  3. Save your modification

How to invite new users

Please log into Demodesk and go to your invitation settings.

Here, add your colleagues row by row by entering their name and email address.

Admin rights allow your colleague to invite employees, create and change team templates and upgrade your account.
โ€‹Scheduling rights make your colleague bookable on team templates, without granting admin rights.

If you disable both, your colleague will only be able to hold instant meetings and schedule meetings for other team members.

Choose a default Meeting Type and Playbook for the new users.

Please note that users need to connect their calendars before their availability can be taken in account and become part of bookings. Nevertheless, it will be shown as the default Meeting Type from the beginning on.

Auto-sign up

Demodesk provides an auto sign-up functionality. If a user signs up to Demodesk using the same email domain as yours, they will be added automatically to your account, awaiting confirmation that they are allowed to.

All admins in the account will receive an email (Subject: Please confirm <username>โ€™s Demodesk account) to accept or decline the invite.

This is what users will see before getting permission.

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