Getting Started
Invite team members to your Easedesk workspace
Send invitations, assign predefined RBAC roles (Admin, Accountant, HR Manager, Sales Manager, etc.), and scope users to specific departments.
Quick answer
Open Settings → Users & Roles → Invite, enter the teammate's email + name + role, and send. They receive an invite email with a 1-click activation link. Roles are pre-configured for common job functions — you can also create custom roles.
Step 1 — Open Users & Roles
Go to Settings → Users & Roles. You'll see two tabs: Users (all team members) and Roles (permission sets).
Step 2 — Pick a role first (if needed)
Easedesk ships with 7 predefined roles + industry-specific ones. Most setups use these as-is. If you need custom permissions, create a new role first.
Step 3 — Click Invite User
Enter the teammate's name, email and the role to assign. Optionally restrict them to specific departments using the dept multi-select.
Step 4 — They activate via email
They get an invite email with a link valid for 7 days. After clicking it, they set their password and land directly in your workspace.
Frequently asked questions
What are the predefined roles?
Can I limit a user to one department?
How do I revoke access?
Can two users share a login?
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Still have questions?
Use the AI Assistant inside Easedesk (it has access to your data), or reach our team.
Contact support