Team, workspace and integrations

Configure roles and permissions

Control which QuickDesk areas each role can use while keeping the owner role protected and fully capable.

Start with responsibilities

Map permissions to the work a role actually performs. An agent answering tickets may not need billing, workspace, or developer access.

Respect the owner role

The Owner role remains fully capable and cannot be weakened like a custom role. Keep ownership with a trusted accountable person.

Test a changed role

After saving, verify the navigation and direct page access with a suitable non-owner account. Hidden links are helpful, but the server-side permission remains the control.