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Documentation

Getting Started

  • Quickstart Guide
  • Workspace Setup
  • Inviting your Team
  • Export and Import

Ticketing & ITIL

  • Incidents vs Service Requests
  • Categories, Custom Fields & Ticket Numbering
  • SLA Rules & Priorities
  • Ticket Stages, On Hold & SLA Pause
  • Assignment Rules & Groups
  • Ticket List View & Canned Replies
  • Closure Rules, Approvals & CSAT Surveys
  • Merging Duplicates & Linking Major Incidents
  • Attachments & Screenshots
  • Agent Ticket Visibility

Service Catalog & Knowledge Base

  • Service Catalog
  • Knowledge Base
  • Writing Articles from Tickets

QueAssist (AI Copilot)

  • AI Triage & Categorization
  • Agentic Auto-Resolution
  • QueAssist Settings & Usage Quota
  • AI Agent Access — Connect Claude, Cursor & ChatGPT
  • No-Code Playbooks
  • Identity Scoping & Safety
  • How QueAssist Answers Each Department

Channels & Email

  • Email Forwarding Setup
  • Portal Mode — Forms vs AI Chat
  • Department Mailboxes
  • Departments on the Employee Portal

People & Identity

  • External Users
  • Single Sign-On & SCIM Directory Sync

Integrations

  • Connecting Integrations & Custom MCP Servers

Billing & Plans

  • Billing & Plans
DocsGetting StartedInviting your Team

Inviting your Team

QueueDesk relies on clear role definitions to ensure security, simplify workflows, and maintain multi-tenancy bounds.


1. Five User Roles

QueueDesk supports five distinct roles. Each role determines what routes and data a member can access:

RoleAccess LevelDescription
OwnerFull Control + BillingThe creator of the workspace. Only the Owner can manage billing, checkouts, and delete the workspace.
AdminAgent dashboard + SettingsFull settings control (canned replies, groups, branding, integrations) but cannot access billing or delete the workspace.
AgentAgent queue + Ticket editAccess to /home to triage and reply to tickets. Cannot change workspace settings or manage people.
EmployeePortal onlyAccess to /portal to raise and track their own tickets. Cannot access the agent dashboard /home.
ExternalRead-only contactCreated automatically for external email senders. Has zero application capabilities and cannot log in.

How much of the queue an agent sees depends on Agent Ticket Visibility: workspaces created from 9 September 2026 restrict agents to their own groups, and older ones show every agent every ticket until you turn it on. Owners and admins always see everything either way.

2. Inviting Members

  • •Navigate to Settings → Team (/admin/settings/team).
  • •Select the Invite tab to send an invite link to a single email address.
  • •Select the Bulk Invite tab to copy-paste multiple emails or upload a CSV containing name, email, and role.
  • •Once the invitation is sent, the invitee receives an email. Accepting the invite registers their account and adds them directly to your organization.
Single-Sign On (SSO) and Directory Sync (SCIM) invitations are covered in the Connecting Integrations & Custom MCP Servers section.