KDesk Team Management

This article explains the current Team Settings page in KDesk, including what each tab controls and which settings affect your members, contacts, automations, integrations, approvals, Client Secrets, email branding, and billing.

How to Access Team Settings

In the left sidebar, open Team and select Team Settings (gear icon). The menu item is shown to account owners and to members with Modify team settings or Modify billing. If the page opens but most controls are locked, you currently have read-only access. Integration-specific switches inside the page can also require Manage integrations or Modify contact syncs.

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General Tab

The General tab contains the core workspace defaults used across tickets, timestamps, and agent workflows.

Setting	What it does
Team name	Display name used across the KDesk workspace.
Open ticket status	Default status used when a new ticket is created.
Closed ticket status	Status KDesk treats as the closed state for the team.
Ticket categories	Category list members can use when triaging tickets.
Ticket statuses	Status list members can use throughout the ticket lifecycle.
Default ticket category	Category applied by default when one is not chosen manually.
Member ticket creation mode	Controls whether members can create tickets freeform or must start from a ticket template.
Contact request creation mode	Controls whether contacts can submit requests freeform or must start from a request template.
Priorities	Stores priority label and weight pairs. Higher numbers represent greater urgency.
Time zone	Team-wide time zone used for timestamps and time-based behavior.
Date/time format	Controls how dates and times render in the app.
Show ticket history to members	Lets internal users see ticket status history.
Show ticket history to contacts	Lets contacts see ticket status history in the portal.

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Brand Tab

The Brand tab controls your workspace logo and team-managed message signatures.

Setting	What it does
Workspace logo	Uploads or removes the logo shown in navigation, the app header, and the team-specific contact portal sign-in experience.
Enable message signatures	Appends signatures to internal user comments for this workspace.
Require the company signature template	Uses a team-managed HTML signature instead of each member’s personal signature.
Company signature template	HTML signature template appended to internal comments when team-managed signatures are required.

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Communication Tab

The Communication tab controls the contact portal, customer-facing visibility rules, notification rules, and membership email restrictions for the team.

Setting	What it does
Contacts can access the web portal	Enables the contact portal for this workspace.
Contacts can use single sign-on	Shows Microsoft and Google sign-in options on the contact portal.
Require synced contact match for SSO	Only allows contact SSO when the sign-in matches the synced directory identity for that contact.
Contacts can post comments	Allows contacts to comment on their assigned tickets when their contact-level permissions also allow it.
Allow comments on closed tickets	Allows replies and manual comments to continue after a ticket is closed.
Contacts can close tickets	Allows contacts with close permission to close their assigned tickets.
Contacts can view ticket costs when assigned	Allows assigned contacts to see ticket cost lines in the portal when the contact record also allows cost visibility.
Allow bulk contact import	Enables CSV contact imports for the workspace.
Membership notification domain lock	Restricts membership invites and membership notification emails to approved email domains.
Email ticket creation to members	Sends members an email when a ticket is created.
Email ticket updates to members	Sends members an email when a ticket changes.
Email new comments to members	Sends members an email when a new comment is posted.
Email ticket assignments	Notifies a member when they are assigned a ticket.
Email form assignments to members	Sends members an email when a form is assigned.
Email ticket creation to contacts	Sends contacts an email when their ticket is created.
Email ticket updates to contacts	Sends contacts an email when their ticket changes.
Email new comments to contacts	Sends contacts an email when a new comment is posted.
Email form assignments to contacts	Sends contacts an email when a form is assigned.

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Integrations Tab

The Integrations tab turns channels, contact sync, and forms on or off for the workspace. These switches control whether the related integration pages and workflows are available; they are not the full connection setup screens themselves.

Setting	What it does
Enable channels	Allows inbound email channels to forward messages into tickets.
Microsoft 365 mailboxes	Allows Microsoft 365 mailboxes to be used for channel connections.
Google Workspace / Gmail	Allows Google Workspace or Gmail mailboxes to be used for channel connections.
Enable contact sync	Turns on directory/contact sync for the workspace.
Allow Microsoft 365 sync	Allows Microsoft 365 to be used as a contact sync source.
Allow Google Workspace sync	Allows Google Workspace to be used as a contact sync source.
Enable forms	Turns on form templates and form submissions.
Forms can create tickets	Lets form submissions create new tickets automatically.
Forms can be attached to tickets	Lets forms be attached to existing tickets for structured responses.
Anonymous public submissions	Lets anyone with the public form link submit without signing in.
External multipart submissions	Lets third-party websites or integrations submit forms through HTTP multipart requests.

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Operations Tab

The Operations tab contains workspace-level switches for approvals and Client Secrets. These controls decide whether the related modules are available and how strictly sensitive workflows are handled.

Setting	What it does
Enable approvals	Turns on approval templates, approval groups, and ticket-linked approval requests for the workspace.
Allow approval appeals	Lets approval templates use an appeal stage after a denial when the template also opts in.
Contacts can view approvals on tickets	Allows assigned portal contacts to see approval activity and appeal actions on tickets.
Email approvals to contacts	Allows ticket contacts to receive approval result and completion emails when they are part of the ticket audience.
Approval response mode	Controls whether approval links require the assigned account or contact to sign in first, or whether link-only responses are allowed.
Enable Client Secrets	Turns on secure operational secret management for the workspace.
Restrict Client Secrets to assigned users	Requires direct assignment or dynamic assignment rules unless the member has an all-secrets permission.
Require email verification to reveal secrets	Forces an emailed verification code before members can reveal sensitive Client Secret fields.

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Automation Tab

The Automation tab controls ticket auto-close behavior and retention-based cleanup.

Setting	What it does
Auto-close tickets after no activity (days)	Closes tickets after the configured number of inactive days.
Ticket retention threshold (years)	Defines how long ticket data is retained before retention cleanup applies.
Automatically delete tickets past retention threshold	Deletes tickets that are older than the retention threshold.
Only purge closed tickets	Limits retention cleanup to tickets that are already closed.
System comment on auto close	Optional rich-text or HTML message KDesk posts when a ticket is auto-closed.

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Email Branding Settings Tab

The Email Branding Settings tab lets you manage the subject line and HTML body used for team email notifications, along with the shared workspace branding used in those emails. Each template also supports placeholder tokens you can insert into the subject or body, and the page includes preview and test-send tools.

Template or tool	What it’s used for
New ticket template	Email sent when a ticket is created.
Ticket update template	Email sent when a ticket is updated.
New comment template	Email sent when a new comment is posted.
Ticket assignment template	Email sent when a ticket is assigned.
Form assignment template	Email sent when a form is assigned.
Approval request template	Email sent when an approval is waiting on a reviewer.
Approval appeal request template	Email sent when an appeal is waiting on appeal reviewers.
Approval result template	Email sent when an approval decision is recorded.
Approval appeal result template	Email sent when an appeal decision is recorded.
Approval completion template	Email sent when an approval flow fully completes.
Preview and test email	Renders the selected email type with current branding and sends a test email to a chosen recipient.

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Billing Tab

The Billing tab contains billing contact details, license counts, archive billing information, and the shortcut to the billing portal.

Setting	What it does
Billing email	Email address used for invoices and billing notices.
Seats	Current licensed seat count. This field is read-only.
Archive billing years	Age of the oldest retained ticket used for archive billing. This field is read-only.
Manage billing information	Opens the billing portal. This requires billing permission.

Archive billing years follows the age of the oldest retained ticket. If automatic deletion removes older tickets, this number can decrease over time. Account owners also see a Delete team action at the bottom of the Team Settings page.