Team & Security
Roles and team members
Configure owner/admin/agent roles with clear operational boundaries.
Samdesk execution pattern
Use this checklist for consistent case execution:
- Define owner and expected outcome before taking action.
- Work in fixed sequence: triage -> action -> validation -> follow-up.
- Log key decisions briefly so handoffs and escalations stay clean.
Role model
owner: full control.admin: operational setup and management.agent: daily execution of conversations and tickets.
Team setup
- Add members in team management.
- Assign least-privilege roles.
- Validate membership acceptance and active access.
Security baseline
- Do not share owner credentials.
- Use unique logins per team member.
- Run monthly access review.