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Tags relative to KDesk.
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 two ways. Some teams send a general portal link that…
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 > Templates and Forms > Responses. Template creation and editing currently…
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.…
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 Who uses it Members Workspace owners and members with Change…
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 Team and select Logs. The page is shown to account…
This article explains the current KDesk sign-in and account recovery experience for internal users, including Sign In, Sign Up, Password Reset, and Single Sign-On. When to Use Each Option Option When to use it Sign In Use this when you already have a KDesk account and want to open your…
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…
Contacts are the people your team supports in KDesk. A contact record stores basic identity details, contact methods, address information, notification preferences, portal access, and notes. Contacts can be linked to tickets, receive ticket updates by email, be assigned forms, and sign in to the portal when your workspace allows…
Contact Sync Contact Sync brings people from your organization into KDesk as contacts. It helps keep names, email addresses, phone numbers, company details, and other profile information up to date so your team can work from one contact list. Contact Sync is one-way into KDesk. It updates contact records in…
Email Intake and Sync Email Intake turns incoming email into tickets by connecting a mailbox to your team. You can turn each inbox on or off, limit which messages are accepted, and choose whether messages should create tickets automatically. In the KDesk App, open the Team navigation and select Email…
