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KDesk Groups

This article explains the current Groups feature in KDesk, including how groups are created, edited, searched, and used for assignment and routing. How to Access Groups In the left sidebar, open Team and select Groups. The page is shown to account owners and to members with the permission Modify groups.…

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This article explains the current Groups feature in KDesk, including how groups are created, edited, searched, and used for assignment and routing.

How to Access Groups

In the left sidebar, open Team and select Groups. The page is shown to account owners and to members with the permission Modify groups. Users without that permission can still view group information, but they cannot create, edit, or delete groups.

What Groups Are For

Groups are team-managed collections of internal accounts. KDesk uses them as assignment targets in tickets and request flows so work can be routed to a pod instead of a single named person.

Groups Page Features

FeatureWhat it does
SearchSearches groups by name or description.
PaginationSupports 6, 12, 24, or 48 groups per page.
View detailsOpens the group detail modal with description, members, and notification emails.
Create groupOpens the group editor for a new group.
Edit groupUpdates the selected group when the user has modify permission.
Delete groupPermanently removes the selected group after confirmation.

Creating and Editing a Group

The group editor collects four main fields:

  • Group name
  • Group members
  • Notification emails
  • Description

KDesk requires a group name and at least one member before saving. Notification emails are optional and are stored as a deduplicated list. Members are selected from the current account directory for the team.

Group Details

The Group details modal shows the group name, description, notification email list, and a labeled member list so staff can quickly confirm who belongs to the group and how it is configured.

How Groups Are Used Elsewhere

Groups are loaded into ticketing and contact-request flows as assignment options. They can appear in ticket assignee selectors, in contact request submission when the request flow allows assignee selection, and in form ticket-default assignee settings.

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