To add a new team member to your FuseDesk app, head to Settings and Support Reps, and then click the Invite a New User button.
Enter in the names and email addresses of the reps you’d like to invite, and they’ll be sent an email to login and set their password.
While you wait for your new team members to login, you can click their name to edit setup their profile and set their permissions and department assignments.
Inviting CRM Users to FuseDesk
If your CRM is connected to FuseDesk and your CRM supports us reading available Users via the API, you’ll also have a section to Invite Users from your CRM to login to FuseDesk.
Simply click the green Invite button next to the CRM Users listed that you’d like to invite and they’ll be sent an email to login to FuseDesk.
Currently, we support inviting Infusionsoft by Keap, ActiveCampaign, and GoHighLevel Users.
Authenticating CRM Users with FuseDesk
If your CRM is connected to FuseDesk and your CRM supports authenticating Users via the API, your CRM Users will be able to login directly into FuseDesk.
FuseDesk uses a proprietary LoginSync technology to authenticate FuseDesk reps directly with your CRM every time they login.
To add a user, simply have them log into FuseDesk using their CRM email and password.
Currently, we support authenticating CRM Users with Infusionsoft by Keap.
Logging in Through Your CRM
Some CRMs let FuseDesk authenticate users directly through them.
From the FuseDesk login window, simply click the Login with Keap or Login with GoHighLevel button at the bottom.
Managing Your Reps
If you’d like to see which reps have logged in, disable a rep, restore a rep, edit a rep, or invite a rep to log into FuseDesk, visit Support Reps under Settings as an Admin.