Adding users in SAS Desk

As of February 4th 2020, the ability to add Users and set Permissions will be disabled temporarily. To make updates, please contact Customer Support via email at or by telephone at (866) 688-8912. 

If you'd like to provide your colleagues with access to SAS Desk, you'll need to create new users. There is no limit to the number of users you can add, and users can be removed by the account administrator (the primary login email) at any time.

Please note that Customer Service cannot add or remove users from your SAS Desk portal. This must be completed by the account administrator, and there can only be one account administrator.

1. To get started, click on  Settings in the upper right corner of any page.

2. At the top of the next screen, you'll see the  Users list. If you have any existing users, they will be shown here.

On the far right, click the  Add user button.

3. Now, you'll complete the  User information. On the left, add the user's Name.

Then on the right, you'll need to create their  Login with an email address.

4. Just below the User information, you'll see  Permissions.

Portal Areas

By checking off items in this section, you're giving the user access to view and edit  Portal areas such as available Apps, the On-Call Schedule, Call Status Labels, etc.


Once you check the Apps box, the Apps menu will appear.  You must check off specific Apps individually in order for the user to have access to them.

Access Permissions

Here, you can check items to determine which  Campaigns, Locations and calls they will have the ability to view and edit.


Select specific Campaigns to give the user access to view and edit campaign details such as FAQs and the Call Script.

Select specific Locations to give the user access to edit location information, and view and listen to call types that are associated with each location.  If you do not select any Locations, the user will not be able to view or listen to any calls.

5. After you've checked off all necessary portal areas, campaigns and locations, click the Add User button in the lower right corner.

Back on the main screen, you'll see a new entry in the Users list.

Any users you've created will receive an email with their login information asking them to reset their password. Passwords must include at least one capital letter and one number.

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