How To Set Up Your EasyDesk Workspace Without Sample Data

EasyDesk gives you the option to start with a clean workspace instead of using sample or demo data. This setup method works best if you want to configure everything manually and build your support system from scratch.

This guide walks you through the essential setup process after choosing Set up later during onboarding.

Skip Sample Or Manual Data Setup

After signing up, EasyDesk shows a welcome screen with setup options.

Click Set up later to continue with an empty workspace.

After that, you’ll enter the EasyDesk dashboard without demo tickets, conversations, or agents.

Invite Your Team Members

Go to:

• Settings

• Users & Roles

• Users

Click Invite user.

Enter:

• User email address

• Role permissions

• Workspace access permissions

Then click Invite.

Note: If you invite someone as an Owner or Admin, also make sure to:

• Enable Agent access

• Assign them to support groups

Without proper agent and group permissions, users cannot reply to ticket conversations.

Configure Support Groups

Go to:

• Settings

• Users & Roles

• Groups

Inside groups, you can:

• Create groups

• Assign agents

• Configure permissions

• Set default groups

Open any group and click Add agent to assign team members.

Add Agents To Groups

Choose the agent, configure permissions, then click Add.

Configure Support Channels

Go to:

• Settings

• Channels

• Click on the default channel

Channels allow customers to contact your team through multiple communication methods.

Inside channel settings, you can configure:

• Ticket email support

• Live chat

• Social channels

• SMS support

Set Up Ticket Email Support

Open the Ticket tab inside Channels.

Here you can:

• Use the generated EasyDesk email address

• Add your own custom support email

• Configure forwarding and domain verification

Click New email to connect your support address.

Configure Live Chat

Open the Chat tab inside Channels.

Enable Live Chat Support to activate the website chat widget.

Configure Chat Widget Settings

From here, you can configure:

• Chat availability

• Widget behavior

• Customer messaging experience

Customize Brand Settings

Go to:

• Settings

• Brands

• Customization

Inside customization settings, you can configure:

• Business hours and holidays for your live chat availability

• Click Edit to update your brand details.

Follow Best Practices

• Create groups before inviting large teams

• Assign agents to proper support groups

• Configure business hours early

• Use branded support email addresses

Avoid Common Mistakes

• Avoid inviting admins without agent permissions

• Avoid leaving groups without assigned agents

• Avoid enabling live chat before configuration

• Avoid using personal emails for support handling

Need Help?

If you need help configuring your EasyDesk workspace, contact the EasyDesk Success Team for assistance.