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Accounts, sign-in & onboarding

Your login belongs to an operator — your business workspace. Everything you create (clients, agents, calls) lives inside it, and your teammates share it.

Signing in

Vocadesk supports two sign-in methods, and both lead to the same dashboard:

  • Email & password — register with an email and password, then log in.
  • Single sign-on — sign in with your connected identity provider; your session is exchanged for dashboard access automatically.

Use whichever your organization prefers. If you were invited to an existing operator, follow the invite link and sign in — you'll join that workspace rather than creating a new one.

Forgotten which one you used?

If email/password doesn't work, you may have signed up via SSO (or vice-versa). Try the other method, or ask a teammate to re-send an invite.

First-run onboarding

The first time a new operator signs in, a short onboarding flow captures the essentials — your business name and basic preferences — so your agents and emails can identify your business correctly. You can change any of it later in Settings.

After onboarding, the natural next steps are in Getting started: add a client, build an agent, and place a test call.

Inviting your team

Bring colleagues into your operator from Settings → Team. Each teammate gets a role that controls what they can do. Invited users join your operator and see the same clients and agents.

Roles at a glance

Role Typical use
user Day-to-day work with clients, agents, and calls.
admin The above plus operator-level administration.
super_admin Platform-wide administration — see Administration.

What's next

  • Settings — Operator-wide options — your business profile, team members, and call-summary emails.
  • Administration & roles — What admins and super-admins can do — roles, operator approval, plan pricing, impersonation, and restricted features.
  • Agents — What an agent is and the three things you configure — who it is, how it converses, and when it transfers.
  • Testing your agent — Talk to an agent from your browser before going live — what test calls do, the modes available, and what to check.
  • Clients — Create and manage the end-customers whose calls your agents handle.