# Account Setup

Account setup controls the identity, language, security, and default behavior of your EasyDesk workspace. Configure it before you invite a large team or connect production channels.

## Workspace Identity

Open **Settings -> Account Settings** and review:

* Workspace name
* Logo
* Timezone
* Default locale
* Business identity used in customer-facing views

Use the public brand customers recognize. Avoid internal abbreviations that make outbound messages look unfamiliar.

## Team Access

Create the smallest working access model first:

* Administrators configure account settings, channels, billing, and security.
* Agents work in assigned inboxes and conversations.
* Teams group agents for routing and reporting.

Invite administrators first. They can confirm security settings before agents start accepting customer conversations.

## Operating Defaults

Before launch, decide how your team will handle:

* Business hours
* Assignment ownership
* Conversation status rules
* Tag and label naming
* Required customer fields
* Escalation paths

Document these choices internally. EasyDesk gives teams flexibility, but unclear operating rules create messy inboxes quickly.

## Security Baseline

For production workspaces:

1. Require strong passwords through your identity provider or internal policy.
2. Enable SAML SSO if your organization centrally manages access.
3. Review audit logs after major changes.
4. Remove agents who no longer need access.
5. Limit administrator access to people who need it.

## Pre-Launch Review

Before connecting high-volume channels, send test conversations through the expected path. Confirm that agents see the right inboxes, customers receive replies from the right identity, and reports reflect the activity.

Only then should you move production customer traffic into EasyDesk.


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