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KDesk is designed for teams that want a clean workflow, reliable communication, and the operational controls enterprise environments expect.
Ticket Templates Ticket Templates let your team standardize how new tickets start. A template can prefill the ticket title and description, apply default category and priority values, attach default assignees or contacts, and add related automation so common request types follow a consistent process. How to Access Ticket Templates In…
Contact Request Templates Contact Request Templates are the contact-facing side of the ticket template system. They shape how a contact starts a new request in the portal by prefilling values, locking selected fields, and limiting who can use a given request flow. How Contacts Use Them In the contact portal,…
This article explains how Client Secrets work in KDesk, including templates, secret records, access controls, reveal protection, ticket linking, and member permissions. What Client Secrets Are Client Secrets are secure operational records used to store sensitive client-facing or environment-specific information inside a workspace. They support structured fields, masked sensitive values,…
This article explains how Costs work in KDesk, including the cost catalog, ticket cost lines, automation rules, permissions, and what contacts can see in the customer portal. What the Costs Module Does The Costs module lets a workspace track ticket-linked spend and operational charges. KDesk supports two layers: a reusable…
This article explains how Approvals work for customers in KDesk, including when contacts can see approval activity, how they respond, how email approval links behave, and how appeals work after a denial. What Approvals Do Approvals let a workspace pause a ticket or form-driven process until the right person or…
Account Settings, Notifications, and Security Account Settings is where you manage your personal profile, sign-in details, verification status, notification preferences, and signature behavior in KDesk. It is the place to keep your member account up to date and to control how you receive updates. How to Access Account Settings Open…
Form Template Builder The Form Template Builder is where you design the form itself. You choose the fields people will see, decide which questions are required, and set the behavior for how the form should work when it is submitted. How to Access the Builder Open Forms > Templates, then…
Tickets Tickets are the main way KDesk tracks work. A ticket collects a request, its history, comments, status, priority, category, and the people involved so your team can follow the full conversation in one place. How to Access Tickets In the KDesk App, open Tickets from the left sidebar. If…
This article explains the current Analytics feature in KDesk, including the report builder, report types, filters, downloads, reusable templates, and scheduled analytics templates. How to Access Analytics In the left sidebar, open the Analytics section and select Analytics or Report Templates. These pages are shown to account owners and to…
This article explains the current Contact Portal experience in KDesk, including who can access it, which settings control access, and what contacts can do after they sign in. Portal Access Requirements Contact portal access depends on both workspace settings and contact-level permissions. A contact must be active, must have portal…
