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4. How to Edit and Delete a Desk

In Wifox Business Core Solution (WBCS), Desks are the logical work-areas—departments, offices, or channels—within each Project. After you create a Desk, you can fine-tune its settings, manage which Employees belong there, or delete it when it’s no longer needed. Follow the detailed instructions below.

After creating a desk, the editing window will open automatically.  

In the Edit window, you can:

    • Change the name of the desk.

    • Add or delete members of the desk.

Why You Might Edit a Desk

  • Reflect a team change: Your “Support Queue” Desk might become “Customer Success” after your support model evolves.

  • Reassign personnel: When Jane moves from Sales to Retention, you remove her from the Sales Desk and add her to Retention.

  • Audit access: Periodic reviews ensure only active, authorized staff remain on critical teams.

Before You Begin

  • Only Desks you’ve manually added can be deleted; every Project retains its one Default Desk.

  • To add someone here, they must already exist in the parent Project (see Projects → Employees).

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Step 1. Open the Edit Window from the Desks ListModule

  • FromIn theyour left-hand nav,menu, click Desks (1).

  • You will see a card for each Desk, organized by Project.

Step 2. Enter Edit Mode

  • Hover over your targetmouse desk card and click the ✏️ Edit icon (2).

    Interface (9).png

    3. Changeover the Desk Nameyou need to change.

  • A small pencil icon appears in its top-right corner—click it to open the edit panel.

  • Tip: If you don’t see the icon, ensure you have the “manage own” or higher permissions on that Desk.

Interface (9).png

Step 3. Rename the Desk

  • In the edit form’s General section, update the Name field (3) as desired.

    The Project dropdown (4) shows which project this desk belongs to and cannot be changed here.

    4. Add a New Member

    In the slide-out drawer, use Search… (5) to filter by email.

    In the right-hand Members panel, click + Add member (6).

    Interface (10).png

    Clicklocate the +Name nextfield.

  • Replace the existing text with your new Desk name.

  • Example: Change “Support Queue” → “Customer Success.”

  • This new label will appear everywhere—lists, dropdowns, reports.

Step 4. Verify the Project

  • Directly beneath the Name, the Project dropdown shows where this Desk lives.

  • This value is read-only: you cannot move a Desk to theanother user’s name— they’ll immediately join the desk (7).Project.

  • If you need a Desk in a different Project: create a new Desk there instead.

Note: The list consists of members who are included in the connected project. To add a new user to this list, go to the Projects tab and add the member to the relevant project.

Step 5. SaveFilter AllExisting ChangesMembers

  • On the right, the Members panel lists current Desk members.

  • Use the Search box at its top to type any employee’s name or email.

  • The list instantly narrows to matching entries—ideal for large teams.

Step 6. Add New Members

  • Click the + Add member button in the Members panel.

  • A slide-out appears showing every Employee in the parent Project.

  • Example: If you’re editing the “Retention” Desk in “Acme USA,” you’ll see all “Acme USA” staff.

Interface (10).png

Interface (11).png

Step

Click7. SaveGrant at the bottom-left of the form (8) to apply your edits.

New (Two in one) (1).jpg

6. View Members Without EditingAccess

  • BackIn onthat the Desks tab, hover any desk card andslide-out, click the 👥➕ Showicon next to any Employee to add them.

  • They immediately appear in the Members list and gain access.

  • Practical note: New members iconcan now see all Clients, Requests, and Actions tied to peekthis itsDesk.

    current
    • member
list (9).

Interface (11).png

7.Step 8. Remove an Existing Member

  • In the Members panel, find the Employee you want to remove.

  • Click the 🗑️ trash icon beside their name.

  • They lose access to this Desk—useful when someone leaves the team.

New (Two in one) (1).jpg

Step 9. Save Your Changes

  • After renaming and member adjustments, click Save at the bottom-left.

  • All edits apply instantly: teammates can refresh and see the new Desk name or membership.

  • Confirmation: You’ll see a brief “Changes saved” banner.

Step 10. Quickly View Members (without Editing)

  • Back on the main Desks grid, hover any Desk card.

  • Click the 👥 Show members icon to get a read-only peek at its roster.

  • Use this to audit who’s on each team without risking accidental changes.

Deleting a Desk

When to Delete a Desk

  • You ran a pilot “Beta Test” Desk that never went live.

  • You permanently closed your “Tokyo Office” Desk.

Deletion is permanent: All membership links and any Desk-specific workflows disappear. Only manually created Desks can be deleted; you cannot remove a Project’s Default Desk.

Step 1. Locate the Desk

In the Desks module, find the card for the Desk you wish to remove.

Step 2. Initiate Deletion

image.png

Hover over that card and click the 🗑️ Delete icon (10)in nextthe totop-right a user to remove them from this desk.corner.

YouStep can3. deleteConfirm any desks you have created, but you cannot delete the default desk.Permanently

Warning:A Deletedmodal desksappears warning you: “This action cannot be restored.undone.”

Click Confirm to proceed, or Cancel to back out.

Step 4. Post-Deletion Cleanup

Any Clients still assigned to that Desk automatically fall back to the Project’s Default Desk.

Review your Default Desk to reassign those Clients or move them to another active Desk.

Best Practices & Tips

  • Rename vs. Delete: If the Desk’s purpose changes, prefer renaming and updating membership to preserve history.

  • Regular Audits: Monthly, use the 👥 Show members view to verify only current employees retain Desk access.

  • Pre-Deletion Reassignment: Before deleting, move high-priority Clients or Requests elsewhere to avoid workflow disruption.

Following these detailed steps and considerations ensures that your WBCS environment stays organized, secure, and aligned with your company’s evolving team structures.





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