SolutionDeskDocs

Users (end-users)

Portal identities for people at customer companies.

Users in the team nav are end-users (portal people), not staff members.

Staff members are managed under Settings → Members.

What an end-user record holds

  • Display name and email
  • Parent company (Acme)
  • Host externalId
  • Optional attributes used by restricted visibility (e.g. plan=enterprise)

End-users list

How they get into the product

  1. Host SaaS upserts the end-user (or they are created when a ticket is filed on their behalf).
  2. Host mints a MagicLink for that end-user.
  3. They land on the customer portal for a single session.

They never set a SolutionDesk password.

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