All of our public knowledge, in one place.
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…
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.…
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…
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…
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…
This article explains the current Contact Sign In and Contact Single Sign-On experience in KDesk, including shared portal links, personalized portal links, sign-in codes, and supported SSO options. How Contacts Reach the Portal Teams may share the contact portal in…
This article explains the current Forms feature in KDesk, including template management, the form builder, public and assigned submission flows, form assignments, and response review. How to Access Forms KDesk currently exposes forms through two main member pages: Forms >…
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…
This article explains the current Invites and Member Management features in KDesk, including how workspace admins invite members, how member profiles and permissions are managed, and how invited users accept or decline pending invitations. How to Access These Pages Page…
This article explains the current Logs page in KDesk, including which users can access it, how filtering and sorting work, what each column shows, and how to export filtered log data. How to Access Logs In the left sidebar, open…
