QueueDeskDocs
Main website Go to dashboard
Documentation

Getting Started

  • Quickstart Guide
  • Workspace Setup
  • Inviting your Team

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

Service Catalog & Knowledge Base

  • Service Catalog
  • Knowledge Base

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

Channels & Email

  • Email Forwarding Setup
  • Portal Mode — Forms vs AI Chat

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.

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.