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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
DocsPeople & IdentityExternal Users

External Users

Not everyone who emails your support address is on your team — sometimes it's a customer, a vendor, or a contractor. QueueDesk handles this automatically.


1. What Counts as an External User

When someone emails your support address who isn't already an employee, agent, or admin in your workspace, QueueDesk automatically captures them as an external contact so their ticket can still be tracked — without giving them portal login access.

See them under Settings → External users.

2. What External Users Can and Can't Do

External userEmployee (portal)Agent/Admin
Email in a request✅✅✅
Log in to the portal❌✅✅ (/home)
Track ticket status online❌ (email only)✅✅

External users receive ticket updates by email only — there's no login for them unless you promote them.

3. Promoting an External User

If someone should have real portal access — say, a contractor who now works full-time, or a customer contact who should be able to self-serve — promote them from the ⋯ menu on their row:

  • •Promote to Employee — gives them portal access to submit and track their own tickets.
  • •Promote to Agent — gives them the full agent queue (only do this for actual internal staff).

Promoting sends them an invitation email to set up access, exactly like inviting someone directly from Inviting your Team.

Next, read Single Sign-On & SCIM Directory Sync if your organization uses an identity provider like Okta, Azure AD, or Google SSO.