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 Meeting types
create and edit Team Battle cards
create and edit Team Routing
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:
Jump on your employee page
Scroll down > click the 3 dots to the right
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:
Click on the 3 dots and then on edit
Scroll down and toggle the option for admin
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.
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>’s Demodesk account) to accept or decline the invite.
This is what users will see before getting permission.
