1. To get started, log in to your HelpScout dashboard.
2. Following that, Click on "Manage".
3. Then, click on "Users".
4. Now, click on "Add User".
5. Next, enter the name, email, role, and select the inbox for the new user.
6. Finally, click on "Create User".
7. Create a Supademo in seconds
This interactive demo/guided walkthrough on How to Add Team Members in HelpScout was created using Supademo.
How to Add Team Members in HelpScout : Step-by-Step Guide
Begin by logging into your HelpScout account where your dashboard provides a central hub to manage your support tools and settings.
Once you’re inside the dashboard, look for the “Manage” section in the main menu. This area lets you configure various aspects of your HelpScout setup.
Within the Manage section, find and select “Users” to view and modify the list of people with access to your HelpScout account.
Now, to add a new team member, click on the “Add User” button. This option opens the form where you can enter the new user’s details.
Fill out the new user form by providing the person's name, email address, assigning their appropriate role, and choosing which mailbox they should have access to. These details ensure they have the right permissions and access.
After confirming all the information is correct, finalize the process by clicking the “Create User” button. This adds the individual to your team so they can start collaborating immediately.
With just these simple steps, you’ve successfully added a new user. Now you’re ready to create a Supademo and demonstrate the value of your support setup in no time.
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FAQs
Commonly asked questions about this topic.
How do I add a new team member in HelpScout?
Can I assign different roles to new team members in HelpScout?
Is there a limit to how many users I can add in HelpScout?
What information is required when adding a new team member?
Can new team members access all inboxes by default?
What happens after I click “Create User”?
Can I edit or remove a team member later on?
Do team members need a separate HelpScout license?
Is it possible to add guests or limited users for collaboration?
How can Supademo help when adding team members in HelpScout?
Product Operations Associate
Vimal Kumar helps build and grow Supademo’s team and GTM efforts, with a focus on figuring out growth levers and improving product traction.
