Team, workspace and integrations

Invite and manage team members

Add agents and admins, keep seat usage visible, and remove access promptly when responsibilities change.

Choose the right role

Add each person with the least access they need. Owners and authorised admins can compare role permissions before creating the account.

Share first access securely

QuickDesk may show a temporary password once. Send it through an appropriate private channel and ask the member to replace it after signing in.

Review membership

Remove people who no longer need access and watch plan seat usage. Do not share one member account between several people because ownership and audit context become unclear.