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:
create and edit Team Playbooks
create and edit Team Event types
booking Demos for other colleagues
Admins can access the company settings
Change whitelabel
manage admin rights of other users
edit custom tokens
add new users
delete unnecessary users
access invoices
How to manage the teammates accounts
For you to delete a user, it only takes a few steps:
Jump on your employee page
Scroll down and then to the right
Click on the bin sign 🗑️ to delete the user
On the other hand, if you wish to make a teammate an admin as well, then add the following steps:
Click on edit on the profile of that teammate
Scroll down and toggle the option for admin
Save your modification
Here is a short video showcasing both actions!
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.
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 already a specific Event Type and Playbook, which will be the default choice for the new users.
Be aware, before new users can be part of the team of this specific Event Type, they need to connect their calendars. Nevertheless, it will be shown as the default Event Type from the beginning on.