Adding New Users / Residents

As a NearDesk receptionist, you can add new users to the system, assigning them to one of your partner codes at the same time.

  • You will need their full name and email address.
  1. Under the ‘Users’ tab, click ‘My Recruits’.
  2. Next to the appropriate partner code, click ‘Add User’.
  3. Fill in their details and click the ‘Add User’ button to finish.

Assigning a Member to the Resident’s Group

You can also assign members to your ‘Residents’ group which means they won’t get charged for ad-hoc use and may also receive other benefits.

  1. Under the ‘Reception’ tab, find the member.
  2. Click the ‘Move inside’ button – don’t worry they won’t be charged as they will be a resident user by the end of this process.
  3. Click on the ‘Activity & Billing’ button which will bring up a new window.
  4. Select the ‘Totals & Exit’ tab.
  5. If they’re not currently a resident, it will say ‘No’ next to ‘Resident’.  Click on the ‘No’ to change it to a ‘Yes’.
  6. Click ‘OK’ on the confirmation dialogue and you’re done.
  7. Exit this window by clicking on the ‘X’ in the corner.