YakDesk Docs

How to invite a teammate to YakDesk

Owners and admins

Add the people who answer customers. Each active member is a billed seat, and their role decides what they can see: owners and admins see every site, while members see only the sites you assign them.

Before you start

  • An Owner or Admin role in YakDesk

Plays silently with captions; the narrated version is on its way.

Transcript

Bring a new agent into your YakDesk workspace with the right access.

Open Team. Under Invite a teammate, enter your new agent's work email address.

Choose a role. Admins see every site and can manage the team. Members only see the sites you tick for them.

Select Send invite. They get an email with a link to join, and the invitation waits under Pending invitations until they accept it.

Steps

  1. Enter their email ▶ 0:06

    In the sidebar, select Team. Under Invite a teammate, enter their Email.

    Invite a teammate form with an email address entered

  2. Choose a role ▶ 0:12

    Choose a Role: Admin manages everything; Member and Editor see only their assigned sites; Viewer is read-only.

    Role menu set to Member

  3. Send the invitation ▶ 0:20

    Select Send invite. The invitation appears under Pending invitations.

    Pending invitations list with the new invite
ResultThe invitation is listed under Pending invitations until your teammate accepts it.

Next steps

Updated 2026-10-26