Lunadesk is built for teams. Add everyone who answers customers — assignment, collision detection and reporting all work better when each person has their own account.
Inviting a teammate
- Go to Settings → Team.
- Type your teammate's email and pick a role.
- Click Invite — they get an email to join your workspace.
Here is the whole flow, start to finish (use the controls to pause or step back):
app.lunadesk.ai/settings?tab=team
Lunadesk
+ New ticket
Inbox
Dashboard
Customers
Help center
Settings
Docs
Inbox
Open · 36
AMAmazon · Where is my refund?I returned the item last week and…2m
SHShopify · Wrong size deliveredHi, I ordered a medium but got a…14m
LCLive chat · Does this ship to EU?Quick question before I order…31m
Settings
Workspace
Workspace
Channels
Team & rules
Team
Automation
Members
Invite teammates and manage their role in this organization.
teammate@company.commaria@yourstore.com
Agent▾
Invite
JLJordan Leejordan@yourstore.comAdmin ▾
SCSam Cartersam@yourstore.comAgent ▾
Pending invitations
✉maria@yourstore.comInvitedAgent
✓
That's the whole flow
Invite as many teammates as you need — each gets their own login.
↻ ReplayIn the sidebar, click Settings.Open the Team tab.Type your teammate's email address.Pick a role — Agent or Admin.Click Invite — they appear under Pending invitations.
They receive an email with a link to create their account and join your workspace.
Accept an invitation
Got an invite to join a team on Lunadesk? Here is how to come aboard — no account required up front.
- Open the email. Look for "You've been invited to join {workspace} on Lunadesk" in your inbox (check spam if it's not there). Invitations expire after a few days, so accept yours while it's fresh.
- Click "Accept invitation". The button in the email opens your personal join page on Lunadesk.
- Set up your account. New to Lunadesk? Enter your full name and choose a password (at least 8 characters). If you already have a Lunadesk account on that email, you'll just log in to confirm.
- You're in. You land straight in the workspace's inbox, with the role the admin chose for you — Agent or Admin. Start replying to customers right away.
Watch a teammate go from the invite email to the workspace:
mail.google.comapp.lunadesk.ai/accept-invite
Gmail
LLunadeskYou've been invited to join Acme Support — Accept below to set up your account…9:02
DHDHL ExpressYour parcel is out for delivery8:41
FTFigma3 new comments on “Brand kit”8:15
NLThe HustleToday in business: the 5-minute read7:30
You've been invited to join Acme Support on Lunadesk
L
Lunadesk Team
team@lunadesk.ai to me
Lunadesk
Join Acme Support
You've been invited to join Acme Support as Agent on Lunadesk. Accept below to set up your account and jump in.
✓ Accept invitationJoin Acme Support
You've been invited as an agent (maria@acme.com).
Full nameMaria Lopez
Password
✓ Create account & join
Lunadesk
Inbox
Dashboard
Customers
Help center
MLMaria Lopez
Inbox
AM
Amazon · Where is my refund?I returned the item last week and…
SH
Shopify · Wrong size deliveredHi, I ordered a medium but got a…
LC
Live chat · Does this ship to EU?Quick question before I order…
✓Welcome to the team, Maria!
✓
You're in the workspace
From the invite email to answering customers in a couple of clicks.
↻ ReplayOpen the invitation email in your inbox.Click Accept invitation.Set your name and a password.You're in — start answering customers.
Roles
| Role | What they can do |
|---|---|
| Owner | Everything, including billing and deleting the workspace. |
| Admin | Everything an agent can, plus channels, team management, automation and help-center settings. |
| Agent | Work the inbox: read, reply, add notes, assign, change status. |
Tips
- Keep the number of admins small — most day-to-day work only needs the Agent role.
- Deactivating a member keeps their ticket history intact; their open tickets can be reassigned.
- Each member can set their own language and notification preferences from their profile.
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