Complaint Desk Documentation

Complaint Desk is a workspace extension for customer support teams. Log issues with priority and status, assign ownership, bulk import from spreadsheets, and export reports — all scoped to your platform workspace.

Main areas

• Complaints — list, filter, create, and edit records
• Import — bulk load complaints from Excel or CSV
• Export — download filtered complaint data as CSV
• Roles & members — permissions and team access (admins only)

1. 1

   Open Complaint Desk

   Visit your Complaint Desk URL. The welcome page shows an overview of features.

2. 2

   Sign in

   Click Sign in and authenticate with your platform account.

3. 3

   Check your role

   New members receive the Guest role (view only). Workspace owners get full access. Admins can assign roles under Roles & members.

4. 4

   Start logging complaints

   Open Complaints from the navigation bar. Use New complaint or Import for bulk entry.

The Complaints page is your home screen after sign-in. Requires complaints.view permission.

Status summary

• Summary cards for Open, In progress, Resolved, and Closed
• Filter pills to show one status or all complaints
• Search by title, customer name, email, or assignee

List views

• Table layout on desktop; card layout on mobile
• Pagination for large complaint volumes
• Toolbar: Import, Export, and New complaint (permission-gated)

Complaint fields

• Title and description (required)
• Customer name and email
• Priority: low, medium, high, urgent
• Status: open, in progress, resolved, closed
• Assignee — team member responsible for resolution

Create requires complaints.create. Edit and delete require complaints.edit and complaints.delete respectively. Click a complaint title to open the edit form when permitted.

Import many complaints at once from spreadsheet data. Requires complaints.create.

1. 1

   Paste

   Paste from Excel, Google Sheets, or upload CSV. Choose delimiter if needed.

2. 2

   Map columns

   Match columns to title, description, customer fields, priority, status, and assignee.

3. 3

   Preview

   Review rows and fix errors inline before importing.

4. 4

   Import

   Confirm to create all valid records. Maximum 500 rows per import.

Export filtered complaints to CSV for reporting or backup. Requires complaints.view.

• Filter by status and search text
• Live preview of how many rows will export
• CSV includes id, title, description, customer fields, priority, status, assignee, and timestamps
• Maximum 5,000 rows per export

Manage who can view, create, edit, or delete complaints. Visible with roles.manage or members.manage.

• System roles: Owner (all permissions), Guest (view only)
• Create custom roles with a permission checklist
• Assign roles to members when they sign in
• New users default to Guest until an admin updates their role

Profile menu

• Workspace name and your role
• Usage — API requests and storage; Refresh usage to sync quotas
• Workspace activity — all actions (requires activity.view)
• My activity — your own actions only
• Workspaces — switch workspace; Workspace home — central platform
• Logout

Activity log tracks complaint, role, and member changes with user, action, and timestamp filters.

Languages

• English and Hindi UI
• Language follows workspace settings

Themes

• Workspace brand colors from central settings
• Light, dark, or system appearance