Invite your team and accept an invite

Admins invite people from Settings > Users. Each invitation is for one email address and carries the role and teams the person will have, so their profile is ready the moment they join.

Invite someone#

1. Open Settings > Users and choose Invite user.

2. Enter their Email. Name is optional; they can change it after they join.

3. Pick a Role. If you are unsure, start with Agent; see Roles and what each can do.

4. Pick their Teams, if you use teams.

5. Choose Send invite.

The helpdesk emails the invitation, titled with your name and your organization. The dialog also shows the invitation link once. Copy it if you want to send it another way, for example in your team chat. If the email could not be sent, the dialog says so and the link is the only way to get it to them.

Until they accept, the person is listed under the Invite sent tab with the time the invitation expires.

How long an invitation lasts#

An invitation works once and expires 48 hours after it was sent. After that the link shows "This invite has expired", and you need to send a new one.

Resend or withdraw an invitation#

• Resend: invite the same address again from Invite user. The new invitation replaces the old one, and the earlier link stops working. On the organization settings page, open invites also have a Resend button that does the same.

• Withdraw: open the Invite sent tab, find the person and choose Withdraw invite. Their link stops working at once.

Limit who can be invited#

An admin can restrict invitations to your company's email domains in Settings > Access, under Invite domains. With the list empty, any address can be invited. See Access and single sign-on.

Join from an invitation#

When you are the one invited:

1. Open the link in the invitation email. The page names the organization, your role there and the address the invitation was sent to.

2. Choose how to sign in:

   • Continue with Google, if that address is a Google or Google Workspace account. This is the quickest way in, and the only way for an owner.

   • Or choose a password: enter Your name and a Password of at least 10 characters, then Create account and join.

   • If you already have a Growth Dept Helpdesk account with that address, sign in with it and choose the Join button, which carries your organization's name.

3. The helpdesk opens. Check your name and time zone in Settings > Your profile, and your email notifications in Settings > Notifications.

The invitation only works for the address it was sent to. If you are signed in as someone else, the page asks you to sign out first. To join with another address, ask the admin to invite that one instead.

There is no automatic joining by email domain: everyone needs their own invitation.

People who are not invited this way#

• Haylee, the AI agent, has her own account that an admin links from the AI Agent area; she is never invited. See Link Haylee to your helpdesk.

• People imported from Gorgias or Zendesk arrive switched off with nobody invited. Invite each one when you are ready; their profile, with their old tickets, is waiting for them.

To change someone's role later, deactivate them or reactivate them, see Users.