This site is also used by our own engineers for API references.
This article explains the current KDesk Team Creation flow, including who can use it, what each step in the wizard does, which starter presets are available, and what happens after the workspace is created. How to Access Team Creation In the KDesk App, open the Create Team flow. Team creation…
This article explains the current KDesk Team Creation flow, including who can use it, what each step in the wizard does, which starter presets are available, and what happens after the workspace is created.
In the KDesk App, open the Create Team flow. Team creation is available to signed-in account users, but KDesk blocks the wizard until the account email is verified. If the account is not verified, the page shows a message directing the user to Account Settings first.
The Basics step requires a team name and a valid billing email. The billing email is used for invoices and subscription changes. KDesk will not let the user continue until both values are present and the billing email passes email-format validation.
These presets control team-level settings such as Contacts can access the web portal, Contacts can use single sign-on, Contacts can post comments, Contacts can close tickets, Allow freeform contact request creation, and Show ticket history to contacts.
Before the selected presets are applied, the wizard starts from a default team payload that turns on the core workspace behaviors KDesk expects for a normal rollout. That baseline includes member-facing ticket emails, contact portal support, contact SSO support, forms enabled, ticket creation from forms enabled, ticket-side form assignment enabled, ticket history visible to members, and a 36-month retention window. The preset selections then override that baseline where needed.
When the user submits the final step, KDesk creates the team, selects the new workspace, and returns the user to Dashboard. If the new workspace does not appear right away, the page warns the user to refresh and confirm that the team was created.
Every starter choice can be changed later in Team Settings, including portal behavior, notifications, integrations, branding, automation, and billing details.
Contact Request Templates Contact Request Templates ...
Tickets Tickets are the main way KDesk tracks work. ...
This article explains the current Logs page in KDesk, i...
