DeskDirector Knowledge base Help

What is the DeskDirector Admin Console?

Branding your DeskDirector Portal via Brand Packages

Color Theming a Portal via Brand Packages

Avatars in the DeskDirector Portal

Enable/Disable Chat Callback Feature

Enable/Disable Pre-Ticket Chat

Enable or Disable the 'Something Else' Option

Embedding Media as the Help Page

User Groups

File Storage

Tickets Access in DeskDirector

Portal Permissions in DeskDirector

FastTrack in DeskDirector

Setting Up and Using the VIP Priority

How to setup the Flag feature (ConnectWise)

Have Approvals go to Approvers according to site (ConnectWise)

Quotes Access in DeskDirector

Invoices Access in DeskDirector

Setting up Request Type Items

Request Type Ordering in the Client Portal

Getting Started with Request Type Groups

Getting started with DeskDirector Forms

DeskDirector Forms - Question Types in Detail

DeskDirector Forms - Dynamic Fields

DeskDirector Forms - Dynamic Fields Implementation Example

DeskDirector Forms - Sections and Conditionals

DeskDirector Forms - Embed content

DeskDirector Forms - Replace Summary Field with Title Automation

Importing Wufoo Forms to DD Forms

DeskDirector Forms - Dynamic content

DeskDirector Forms - Field value format for automation

User Group Roles and Permissions

User Group Scenarios and Use-Cases

Creating User Groups

Managing Companies in DeskDirector

Filtering Companies to Manage

Exporting Companies as CSV

Managing Contacts in DeskDirector

Exporting Contacts as CSV

Ticket Group Permissions

Contact Impersonation

Getting Started with the Menu System

Menus

Intro to Menu Items

Creating Menu Items

Extension Menu Security and Query Paramaters

Adding BiggerBrains Menu Item

Getting Started with the Learning Center

How to change the name of the Learning Center

Useful Learning Center Tips - Adding files from Google and Dropbox

Getting Started with OneNote Notebooks

Managing Client Portal Access

Setting up Notifications

Controlling Which Statuses Fire Notifications

Building the DeskDirector Desktop Portal Installer (v4)

DeskDirector Desktop Portal V5

How to roll out new portal features and UI designs

Tech Portal Board/Queue Access Configuration

Managing Members/Resources Profile

Enabling Master Admin

StreamlineIT for DeskDirector Tech Portal

Main Tabs vs Ticket Tabs

Email Notifications Overview

Setting up Global Email Notification Settings

Setting up Office 365 Mail Delivery

Setting up SMTP Server Mail Delivery

Setting up SendGrid Email Delivery

Getting Started with Email Template Engine - DeskDirector

Creating Custom Email Template

Setting Email Templates for Notification Events

Email Templates Auto Login Link

HTML Email Templates - ConnectWise

HTML Email Templates - Autotask

ConnectWise - Avoid Aggressive Notifications

Troubleshooting email delivery issues using "Delivery History"

Default Ticket Board and Source

Setting up your Approval Statuses

Adding a VIP Priority via the Admin Console

Automatic Contact Creation

Setting Reopened Ticket Status

Setting Status when Ticket is Closed

Change Ticket Status when Customer Adds Note

Hosts Configuration

PSA Integration (ConnectWise/Autotask)

Setting Office Hours

Enabling OAuth (Microsoft Login) for DeskDirector Portal

Logging in with Passwordless

Global Magic Token: Logging in via URL

Client Portal Office365 Single Sign-On

Switching from Custom Application OAuth to the new OAuth

Setting up ConnectBooster integration

How to configure the Wise-Pay Integration

How to configure QuoteWerks integration

About the QuoteWerks Integration (FAQ)

How to configure ConnectWise Sell (previously Quosal) Order Porter integration

Adding ConnectWise Sell (previously Quosal) Order Porter link to opportunity

Get started with the DeskDirector Power Automate Connector

Power Automate Administration

Power Automate Template Gallery

Featured Solution: Teams Ticket Discussion

Featured Solution: Ticket Briefing

DeskDirector Connector Triggers

Action: Create an email from template

Power Automate Connector - Setting up your first flow

Deleting Orphaned Tickets

Developer Corner

Workflows

Managing Webhooks

ConnectWise API Integration Tester

Autotask Data Sync

Diagnose Entities Tool

Monitoring Portal Usage

Service Radar

Monitoring BiggerBrains Usage

Managing your DeskDirector Subscription

Managing Surveys

Creating Surveys in DeskDirector

Integrating Ticket Surveys into an Email Template

Introduction to Task Lists

Task List Templates

How to use Task Lists

Service Agent Change Log

Auditing and Analytics

Contact Authentication Audit Log

What is the DeskDirector Tech Portal?

Getting Started with DeskDirector Tech Portal

Managing Tickets from the Tech Portal

Tech Portal Ticket Details

Creating a Ticket from the Tech Portal

Request more information (forms request) with Task Forms

Enable/Disable Time Entry Timer Autostart

Getting Started with Broadcasts

Managing Broadcasts

Enabling Sticky Broadcasts

Getting Started with DeskDirector Chat

Handling Chat Requests

Viewing Chat History from the Tech Portal

Creating a Chat Session from the Tech Portal

Changing your Presence

"Pre-Ticket Chat" Feature

"Call me Back" Feature

Getting Started with Macros

Tech Portal Ticket Notifications

What is the DeskDirector Client Portal?

Switching Accounts in DeskDirector

Creating a Ticket from the Client Portal

Submitting a Generic Ticket

Creating a Chat Session from the Client Portal

Viewing Chat History from the Client Portal

Client Portal Ticket List

Client Portal Ticket Details

Managing Approvals in the Client Portal

Quotes in DeskDirector Client Portal

Invoices in DeskDirector Client Portal

Learning in DeskDirector Client Portal

BiggerBrains Inside Portal

Managing Notifications in the Client Portal

Receiving Broadcasts in the Client Portal

A walk through all the fields available in DeskDirector forms

Logging in to DeskDirector Workflow

Deskdirector - Sign up walk through

DeskDirector Roles and Permissions

Tickets & Chats

Notifications & Broadcasts

Custom Forms & Request Types

Custom Branding

Custom Menus

Custom Email Templates

Surveys in DeskDirector

Approvals in DeskDirector

Easy Integrations

Advanced Authentication. No password, Single Sign On, MFA and beyond?

BiggerBrains & Learning Center

Analytics

Other DeskDirector Features

Ticket Dynamic Contents

ConnectWise SOAP API credential

Creating an Integrator Login in ConnectWise (SOAP API)

Creating a ConnectWise RESTful Integrator API Key

ConnectWise 2019.5+

Autotask integration major update 2022

ConnectWise Member Impersonation

Autotask Resource Impersonation

Creating an integrator API resource in Autotask

Autotask 2020.3 integration (API) resource migration

Third-party integration with DeskDirector

How User Authentication works in DeskDirector

Setting/Resetting a Contact's Password

Logging in with Active Directory

Desktop Portal v4 Installation - For the Legacy App

Diagnosing DeskDirector Desktop Portal Issues

Diagnosing automatic login issues (ActiveDirectory) using the DDGetSID CLI tool

Antivirus Blocking DeskDirector Portal Installation

Troubleshooting your DeskDirector Portal installation

DD Portal for Mac: Labtech Deployment Guide

DDPortal removal tool - uninstalling Windows portals

Deploying DD Desktop Portal v5 via PowerShell

Desktop Portal v5 Installation & Common Issues

Setting up your custom domain

Contact Limits FAQs

Finding out what server your DeskDirector instance is on.

How search works in DeskDirector products

User can't log in

DeskDirector Portal Browser Support

Contact can't login portal, the contact is missing in admin console but it is in ConnectWise

DeskDirector Tech Portal - How to take advantage of browser tabs

Add DeskDirector Tech Portal as a Custom Menu item inside ConnectWise Manage

How do I add Tech Members/Contacts/Companies to my DeskDirector instance?

Time Stamps in DeskDirector Portal

Missing contacts or companies in DeskDirector but they are in my PSA

User Group FAQs

Chat permission granted but "Chat" option is missing on "Contact Support" page

How do we set a landing page for the client portal?

User can't see "All Tickets" option

Tickets are missing in DeskDirector but they are on my PSA

My customer is seeing deleted tickets in portal

Ticket Description missing on ConnectWise emails

Top 10 Request Types

Generic vs Customized Request Types

Using Markdown

Desktop Portal (Installed client) Vs. Web Portal (Web Client)

Common WuFoo errors

Changing the Summary of Wufoo Tickets

Creating your first Wufoo form

Adding Wufoo Forms To Request Support

Getting started with WuFoo Forms

Debugging Your Wufoo Integration

Switching PSA or merging with another CW/AT instance

How to Allow Time Entries for StreamlineIT Members

Essential and Dynamic Plan Breakdown

DeskDirector API

Subscribing to Chat Webhooks

Portal Deep Linking

Webhook Example with Zapier

Chat Session Payload

Legacy URL Linking in DeskDirector

Get started with portal extension page demo

Dynamic content based on logged in user

Clean Tickets

Exporting Portal Usage

TimeZest integration with DeskDirector

Troubleshooting Connectwise/Autotask-related integration issues

New Request Support UI

Portal V2

Menu System - Changes to the Portal UI

Server Changelog

Ticket Timeline Improvements (Tech Portal v1.32)

Email Broadcast Update (Tech Portal v1.32)

Portal Release Notes - Windows/macOS

Differences Between different Desktop Portal version

Portal Release Notes - Web Client

Release Notes in the Admin Portal

Chat Session

Chat Session Manager

Cascading Override

Password Requirements for DeskDirector

Presence

Template language for DeskDirector Email Template

Ticket Life Cycle

Tag

Mastering Markdown

Resolved Ticket

HMAC Signature

Cross-Origin Resource Sharing (CORS)

Content-Security-Policy

Introducing the DeskDirector for Microsoft Team App

Setting up Content Security Policy (CSP)

Installing the Microsoft Teams App (Tech)

Setting up Tags for Teams Discussions (Tech)

Setting up DeskDirector for Microsoft Teams for your clients (Client mode)

Branding the DeskDirector Teams App

DeskDirector Teams App Notifications

User Groups Integration with Microsoft Teams

Troubleshooting

Advanced topic: Setting up Tech & Client Mode in the same tenancy

Integrating Microsoft Teams with DeskDirector Tech Portal

Ticket Summary for Tech Portal

Smart Alerts for Tech Users

Release Notes - DeskDirector Teams App

Contact Support

All Categories

Getting Started with DeskDirector

Documentation for the various products DeskDirector provides namely the DeskDirector admin console, tech and client portal

162 articles by 6 authors

Features

The articles here explain what each DeskDirector features are, linking them to guides that will help you understand what each does.

14 articles by 2 authors

How Tos & FAQs

These articles are guides on how to troubleshoot common issues you encounter with your DeskDirector instance, some tips and tricks and answers to frequently asked questions we normally encounter

55 articles by 5 authors

Advanced Use

The articles here are for more advanced features, extension, functionalities, guides for DeskDirector. If you want to get your hands dirty, you came to the right place!

12 articles by 3 authors