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
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
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.
IMPORTANT NOTE ABOUT APPS:
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.
Here, you can check items to determine which Campaigns
and calls they will have the ability to view and edit.
IMPORTANT NOTES ABOUT ACCESS PERMISSIONS:
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.