Users Settings In EasyDesk
Ava Adaline
22 February, 2026
Users and Roles settings allow administrators to manage team access, invite members, assign roles, and control permissions across tickets, chat, feedback, and knowledge base modules. Proper configuration ensures secure collaboration and smooth support operations.
Access Users Settings
Go to Settings from the left sidebar.
Click Users & Roles.
The main dashboard shows all users, roles, permissions, group names, and status.
Understand Tabs Inside Users
The section contains four main tabs for team management.
Users
Displays all system users with roles, permissions, and group assignments.
Collaborators
Shows external collaborators who can participate in conversations.
Groups
Manages team groups for ticket assignments and workflow distribution.
Roles & Permissions
Controls role-based access levels across EasyDesk features.
Invite A New User
1. Click Invite User.
2. Enter the user’s email address.
3. Select a role: Owner, Admin, or Agent.
4. Grant access to modules such as:
Tickets
Live Chat
Feedback
Knowledge Base
5. Click Invite to send the invitation.
Important:
Assign the Agent role when inviting a user who needs to respond to tickets. Without Agent permission, the user cannot reply to customer conversations.
View And Manage Users
From the users list, administrators can:
View user role and permissions
Check group assignments
See user status (Active or Inactive)
Access actions menu to edit user details
Edit User Details
1. Click on the three-dot menu for a user.
2. Select Edit User.
3. Update:
First and last name
Role assignment
4. Click Save to apply for changes.
Best Practices for User Management
Assign roles based on job responsibilities.
Limit Owner and Admin roles to trusted users.
Use groups to organize support teams.
Review permissions regularly for security compliance.
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