Team & Access
Managing your team, roles, departments, and access control
Your team members are the people who use the helpdesk to handle support requests. They sync from your CRM automatically, so you do not need to create user accounts manually.
Each team member has a role that determines what they can do (manage settings, assign tickets, view reports) and a visibility scope that controls which tickets they can see. Together, these give you fine-grained control over access without complex configuration.
Team members can be organised into departments for ticket routing, and inbound channels create tickets automatically from incoming emails.