invite a rep to the desk
Invite the next seat
You invite your team from Organization Settings, then Members, before they knock. Knockdesk is field sales software that seats people as Admin, Sales Manager, or Field Sales Rep. Only an admin sees Organization Settings in the sidebar footer. Full desk is on the pricing page, so each invite is a seat.
Book a Walkthrough- 1Open Organization Settings, then Members. Invite Member is on that page.
- 2Enter Email Address. Pick Role: Admin, Sales Manager, or Field Sales Rep. Role is required.
- 3Send invitation. The person gets the invite to join this organization.
- 4Open Pending Invitations to see status and the expiry date. Copy invitation link if they need the URL again.
- 5Revoke a pending invite if the seat should not stay open. Accepted invites stay on the Members tab.
- 6On Members you can change a role later. Owner is a badge on the primary admin, not a role you pick on Invite Member.
The seat
What each invite role opens
People stays empty until someone accepts. Invite reps and managers here, then they show up with their field numbers. Do not invent a fourth invite role named Owner.
Rep days
Sample
Best day Tuesday · 82 knocks
- Mon
- Tue
- Wed
- Thu
- Fri
Field Sales Rep
Canvassing, Performance, and their own Coaching. My Onboarding stays in the sidebar until the assigned checklist is done.
Sales Manager
Canvass, Coach, Compete for the teams they lead, and People. They do not get Organization Settings.
Admin
The org Compete desk, Organization Settings, rates, and invites. The primary admin also shows the Owner badge.
Related
Keep going from here
- Knockdesk help center
The rest of the task list on this desk.
- Rep, manager, and owner roles
What each seat can open after they join.
- The onboarding gate
What a new rep finishes before My Onboarding hides.
- Knockdesk pricing
Full desk is on the pricing page.
FAQ
Frequently asked questions
Who can send an invite?
An admin, from Organization Settings, then Members, then Invite Member.
Which roles can I assign?
Admin, Sales Manager, or Field Sales Rep. Owner is a badge on the primary admin, not an invite role.
What if they lost the email?
Open Pending Invitations and copy the invitation link. Revoke it if the seat should close.
Does an invite use a paid seat?
Yes. Occupied seats include active members and pending invites. Full desk is on the pricing page.
Where do they appear after they join?
On Members, and then in People once they have field numbers.
Open the seat
Bring the emails you want on the desk.
Book a Walkthrough and we will send Invite Member, pick Field Sales Rep, and copy the pending link. A free trial is not open.
Book a Walkthrough