Demodesk Admin
All about settings, billing and managing your team
General
- How to manage your employees in DemodeskGive certain users additional permissions and manage your teammates accounts
- How to onboard your team with DemodeskA lot of the Demodesk features allow you to coach you team
- Deleting team members, Playbooks and Meeting TypesRecommendations on how to prevent data loss before deleting anything in your account
- Google workspace add-onMake Demodesk the default option for your sales teams
- User Roles and PermissionsThis article outlines the roles and features available to a Demodesk "Manager"
Billing
Integrations
- Having multiple CRMs connected at onceEffects on token connections and synchs when having more than one CRM connected
- How to best use System Tokens for reportingSystem Tokens allow you to report and analyse meeting data, this article will explain you how
- Integrations health checkAs an admin, you can see your colleagues' integrations status in the Employees list.
- Activating Google Single Sign-on (SSO)
- Activating Microsoft 365 (SSO)
- Reconnect your internet accountsTo use all features of Demodesk, make sure your internet accounts are always connected
Insights
FAQs
- Duplicate meeting preventionPrevent duplicate or double meetings in your CRM
- Troubleshooting and error handling: FAQs and solutionsWe will discuss some of the most common types of audit log errors and what they mean, so you can identify and address them effectively.
- Log Different Activity TypesHow to Log Different Activity Types for Meetings in Your CRM
- Manage your content with groups in DemodeskCreate shared and restricted groups to organize and structure your content
- How can I whitelabel the appearance of Demodesk?Demodesk allows you to upload your logo and adjust how your customers see the screen share window and the booking pages
Still need a hand?
Our support team answers in the app chat, or at support@demodesk.com.