Invite your team
Open Settings → Team, click Invite, enter the person's email, choose their role and click Send invitation. They get an email with a link to join that works for 7 days, and they see only what their role allows.
In EaseDesk: Settings → Team. Log in or start a free trial.
Steps
- 1 Open Settings → Team and click Invite.
- 2 Enter the person's Email.
- 3 Choose a Role, for example Staff, Accountant or Chartered Accountant.
- 4 Click Send invitation. The invitation shows on the Invitations tab until it is accepted.
- 5 The person opens the link in the email, enters Your name and Choose a password, and clicks Join.
- 6 Check the Members tab. To change someone's role later, pick another one in their Role column.
Before you invite
Invitations need the Owner’s email to be verified. If you see a message asking for it, the Owner should open Account and verify with the emailed code first.
Who can invite
The Owner and Admins can invite people and change roles. Only an Owner can invite another Owner or change someone’s Owner access. Staff can see the team but cannot invite.
When you run out of users
If an invitation would take you past your limit, EaseDesk says so. During the trial, choose your plan under Settings → Plan to add a sixth user. On a paid plan, add a user under Settings → Plan (you pay only for the rest of your paid year), or disable someone who has left. See Pay for your plan or add users.
What the new person sees
Someone who already has an EaseDesk account signs in and clicks Accept invitation; the new organisation then appears in their organisation list, at the top of the menu. Everyone gets their own login, so every entry in the audit log shows who made it. If your organisation requires two-step sign-in, new members set it up the first time they open it.
Choose roles with care: see Roles and permissions.
Questions
The invitation did not arrive. What do I do?
Ask the person to check their spam folder. If it is still missing or the link has expired, open the Invitations tab, click Cancel invitation, and invite them again.
How many people can I invite?
Up to 5 users during the free trial. On a paid plan, as many as you have paid users; open invitations count too. Your CA's Chartered Accountant login is free and does not use a paid user.
Someone has left. How do I remove their access?
On the Members tab, open the menu at the end of their row and choose Disable access. They can no longer open the organisation, their entries stay in your books, and their paid user is free for someone else.
Still stuck? WhatsApp or call +91 91525 20552 or write to support@easedesk.com. Updated .