Permissions determine which Workspace features and actions a Team Member can access.
Open Permission Templates
Navigate to:
Teams → Permission Templates
The Permission Templates interface lets administrators manage reusable permission configurations.
Default Templates
The audit identifies predefined role templates for:
Owner
Admin
Agent
These provide the baseline access model for the respective roles.
Create a Custom Template
Custom templates expose granular permissions grouped into 10 categories:
- Team Members
- Invites & Pending
- Permissions & Access Control
- Conversation View
- Conversation Management
- Guest & Activity
- Messages
- Saved Replies
- Reports & Analytics
- Workspace Settings
Select the applicable permissions and save the custom template.
Apply a Template
Permission templates can be assigned during Team Member invitation.
Existing member access can also be updated from the member-management interface where supported.
Detailed Permission Reference
The Guide explains how to use the Permission Templates interface.
For the exhaustive permission catalog, use:
[Reference → Permission Templates]
Figure G-15 Permission Templates accordion showing permission categories.
Need Help?
Email: support@ysdesk.com
Documentation: https://docs.ysplugins.com/ys-desk