Invite teammates and hand over work

Workspace members share customer records. Assigning an owner organises work; it does not make that customer's record private. Membership applies across the business's products. Owners manage admins and staff; admins manage staff. You cannot demote or remove the owner, or change your own role.

1. An owner or admin opens Team and creates an invitation for the intended role. Copy the code when shown and share it privately. Anyone holding it can accept that role; it expires after seven days.
2. The recipient signs into their own Desk account and uses Join workspace. Existing members keep their current role. Creating the invitation sends no email or WhatsApp message.
3. Assign customer ownership from Customer owner. Deal and follow-up owners have separate editors. Staff can edit work without changing its owner; new staff follow-ups belong to that staff member.
4. Before removing a teammate, open their workload and reassign owned customers, open deals and pending follow-ups. Removal refuses while those assignments remain. Closed work retains its historical owner.
5. Revoke unused invitations from Team. Review outstanding codes after an issuing manager is removed or demoted; their unused invitations may no longer work.