Manage users in GorgiasUpdated 13 days ago

Add, configure, and remove users in your Gorgias account to control who has access and what they can do. Each person using your helpdesk should have their own user profile — sharing logins affects reporting accuracy and makes it harder to audit activity.

Requirements

• Available on all Helpdesk plans
• Only admins can manage user accounts

Manage user accounts

Admins can view and manage the accounts that can access the Gorgias helpdesk. You can add users by sending an invitation, and remove access at any time by deleting their account. To view the accounts in your helpdesk, follow the steps below:

1. From your helpdesk, click the  Settings icon in the bottom-left corner.
2. In the menu, locate Account, then select Users.

Create a user

To create a new user in Gorgias, send an invitation to the email address they should use to sign in. The invitation will be active for seven days, and the invited user will need to click the activation link in the invitation before it expires to create their account. If the invitation expires before they have the chance to, you can resend the invitation.

1. From your helpdesk, click the  Settings icon in the bottom-left corner.
2. In the menu, locate Account, then select Users.
3. Click Create user in the top-right corner.
4. Enter the name and email address for anyone you’d like to invite, then select their role.

Delete a user

Deleting a user removes their access to the account immediately. This action is irreversible.

1. From your helpdesk, click the  Settings icon in the bottom-left corner.
2. In the menu, locate Account, then select Users.
3. Click the user's name to open their profile.
4. Scroll to the bottom and click Delete user.
5. Click Delete user.

When a user is deleted, all open, closed, or snoozed tickets assigned to them are unassigned, and their statistics are deleted. If you want to retain their data in your Analytics, change their login email to a placeholder address before deleting — this prevents them from logging in while keeping their statistics intact.

Edit a user

You can update a user’s name or email address any time.

1. From your helpdesk, click the  Settings icon in the bottom-left corner.
2. In the menu, locate Account, then select Users.
3. Search for and select a user from the list.
4. Click the text box under Name or Email address, then type your updates.
5. Click Save changes.

Change a user’s role

By default, users are added to your helpdesk with the Basic role, but you can update this to give them the appropriate level of permission.

1. From your helpdesk, click the  Settings icon in the bottom-left corner.
2. In the menu, locate Account, then select Users.
3. Search for and select a user from the list.
4. Under Role, select a role to change the user’s permissions and access.
5. Click Save changes.

FAQ