Organization & team management

HaloDesk lets you manage your organization, team members, and permissions from a single place.

These settings are available to organization admins and owner.

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Organization settings

From the Organization section, you can:

• Set or update the organization name

• Hide HaloDesk branding in the chat widget

• Delete the organization

Branding settings apply to all agents in the organization.

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Team members and roles

You can invite multiple team members to your organization and assign roles.

HaloDesk supports two roles:

• Admin
  Full access to all settings, agents, integrations, and billing

• Member
  Limited access to:

  • Playground

  • Inbox

  • Activity

Members cannot access billing, integrations, or organization-level settings.

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Inviting team members

To invite a new team member:

1. Go to the Members tab

2. Enter their email address

3. Choose a role (Admin or Member)

4. Send the invitation

Once accepted, they can access HaloDesk based on their role.

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Default ticket assignment

At the organization level, you can choose a default ticket assignee.

This applies to all agents unless overridden at the agent level.

This is useful for:

• Small teams

• Single-owner setups

• Clear ownership of new tickets

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Managing access safely

Best practices:

• Grant admin access only when necessary

• Use members for support agents

• Review team access periodically