This article will walk you through the steps to add or deactivate a teammate in the MooseDesk workspace.
Adding a new teammate #
Step 1: Navigate to “Settings” > “Member and Permission” > “Teams“
Step 2: Click “Add new member”
Step 3: Enter the teammate’s information including email address, name, phone number, and set their role
Note: For more details about user roles and their corresponding permissions, you can refer to this article: How to set up roles and permissions for your team
Step 4: Click “Send Invitation Email“
Step 5: The invited teammate will need to accept the invitation via email.
Note: For more details on how to accept the invitation and set up the MooseDesk account, you can refer to this article: How to accept an invite to MooseDesk workspace
Deactivating a teammate #
Step 2: Look for the teammate you want to remove and click the Trash bin icon
You can also click the teammate you want to remove and select “Remove this member“
Step 3: Once confirmed, you can select “Yes, delete it“
For existing teammates, you can also have an option to “Deactivate” them temporarily. This option will restrict their access to the system. They will no longer be able to log in or perform any actions but you can re-activate them later.
For existing teammates, once Deactivated, their profiles are still saved on the MooseDesk system.
Support Channels #
If you ever need assistance, our Help Center is packed with comprehensive guides and tutorials.
At MooseDesk, we’re always here to help. Our dedicated email and live chat teams are available around the clock. Drop us an email at firstname.lastname@example.org, or click the Live Chat icon located at the bottom left corner of the MooseDesk Dashboard, our official website, and even within this Help Center.