Tudodesk

How to send on of your teammates an invitation to join Tudodesk?

You can invite multiple teammates to access your Tudodesk account.

- You can invite multiple teammates to access your Tudodesk account.

Navigate to settings (click the cog in the bottom of the left side bar).

Click Agents from the settings side links.

Click Invite teammate in the top menu bar.

Set a unique user Id (for example, their first name).

1. Navigate to settings (click the cog in the bottom of the left side bar).
2. Click Agents from the settings side links.
3. Click Invite teammate in the top menu bar.
4. Set a unique user Id (for example, their first name).
5. Add the person's name and email.
6. Click Send invite.

<a href="https://help.tudodesk.com/en/articles/2348288-editing-a-user-s-role-permission">https://help.tudodesk.com/en/articles/2348288-editing-a-user-s-role-permission</a>

<a href="https://help.tudodesk.com/en/articles/2351546-what-are-the-user-roles-in-tudodesk">https://help.tudodesk.com/en/articles/2351546-what-are-the-user-roles-in-tudodesk</a>

- <a href="https://help.tudodesk.com/en/articles/2348288-editing-a-user-s-role-permission">https://help.tudodesk.com/en/articles/2348288-editing-a-user-s-role-permission</a>
- <a href="https://help.tudodesk.com/en/articles/2351546-what-are-the-user-roles-in-tudodesk">https://help.tudodesk.com/en/articles/2351546-what-are-the-user-roles-in-tudodesk</a>

How to invite a team member?

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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How to invite a team member?

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