Portal for Support Agents

Manually add employees or duplicate employee info

This method is best for small companies and during a trial.
This is the simple way to add new employees or pilot users.


How to add a single employee to Xink

To add a user to your Xink account, click EMPLOYEES and then click 'Manually add':

You only need to fill in details that are used in your email signature. 
You can remove default fields in Preferences > Fields (click the gear wheel).

Note that Email and Display Name are mandatory fields.


How to duplicate an employee

Reuse, recycle, right?

Sometimes you want to copy over a lot of the same employee information, particularly for the same department.

To do this, go to EMPLOYEES, search for the employee user you want to make a copy of, click the 'Gear Wheel', select Copy, and edit for a new employee. 

Double-check everything is accurate for the new employee.

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