Team and Permissions
DeskClone is built for teams. You can invite as many team members as you need, and roles control what each person can see and change. There is no per-seat charge on any plan, so add everyone who works on support.
Inviting Team Members
Go to Team
Navigate to Settings > Team.
Invite a new member
Click Invite team member and enter their email address.
Assign a role
Choose the role for the new member (see the roles below). You can change it later.
Send the invite
The team member receives an email invitation from DeskClone with a Set your password link (it works for 7 days); if their address is a Google account they can sign in with Google instead. Until they first sign in, the members list shows them as Invited, hasn't signed in yet, and Resend sends the email again.
The Settings Team page showing the invite button, the list of team members, and each member's role
There is no limit on team members across any plan - seats are not gated. Invite everyone who handles support, including part-time and seasonal staff.
Roles
DeskClone ships several built-in (System) roles, and you can create your own. The built-in roles are:
- Account Admin - full access to everything, including billing, team management, and workspace settings
- Admin - broad access across all clients and content
- Supervisor - manage tickets, conversations, and Knowledge Base across all clients, with fewer workspace-level permissions. A Supervisor can invite team members into roles no wider than their own.
- Agent - works on assigned tickets and clients only - the everyday support role
Each role shows how many permissions it grants and whether its scope (Which clients) is all clients or assigned only. Assign the lowest role that lets someone do their job: most support staff are Agents or Supervisors, and you should reserve Account Admin for the people who manage billing and settings.
Managing Roles
Navigate to Settings > Roles to see each role (a role is a set of things a team member may do; some people call this permissions or access level), its permission count, and its scope. To define your own permission set, click Create Role. A role can include only permissions your own role has, and the Account Admin role always has every permission, so its permissions can't be edited.
The Settings Roles page showing the built-in roles - Account Admin, Admin, Supervisor, and Agent - with their permission counts
Changing or Removing a Member
From Settings > Team you can:
- Change a member's role - use the role control on their row. The new role applies from their next action; they stay signed in and lose no work in progress. You can give only a role whose permissions your own role has, and you can't change your own role.
- Remove a member - end their access. Their past activity (tickets they worked, notes they added) stays in your records; only their ability to sign in is removed. You can't remove yourself, and Bring back restores a removed member with their old role.
Ask Jarvis
Jarvis can do all of this from a chat. "Invite priya@acme.co as a Supervisor with access to Acme" puts one card on your screen with the invitation, the role and what it can do, and the client access; nothing happens until you press Send invite, and if any part can't be done, nothing is done. Changing someone's role, removing or bringing back a team member, changing which clients they reach, and creating, changing or deleting a role are each a card showing exactly what changes. Renaming a team member or a role happens straight away, with Undo.
Jarvis checks your own role at the card and again when you press it, so nobody can give access they don't have. Undo in Jarvis's list of changes never gives access back on its own: a change that took access away says "ask Jarvis" instead, and Jarvis shows a new card.
Partnerships (Partner businesses: another business, such as your agency, working with your clients) work the same way: "Partner with our agency, ops@agency.co" shows a card, and DeskClone emails the invitation on your behalf. Partner businesses' admins can give their people access to any of your clients, and yours to theirs, until either side ends the partnership; nothing is shared until someone gives a client. Ending a partnership ends every client access between the two teams and can't be undone.
DeskClone keeps at least one active admin on the workspace: it won't downgrade or remove the last one, so someone can always manage settings and billing. To hand over, give admin access to another member first.
What's Next
To manage your workspace details, plan, and billing, head to Account and Billing.
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