Switching Accounts in DeskDirector

DeskDirector Portal users can easily switch which account they are logged in to from the top-right hand side of the screen. This is great for situations where one contact belongs to several sister companies in one DeskDirector instance and wants to be able to keep track of their tickets from each business.

If they have other accounts in your system, they will be shown a dropdown where they can select a company to switch to. Once clicked, the page will refresh and they will be logged into that account.

How does the account list get populated?

Alternate accounts are determined by matching the user's email address with other contacts in your system. If there is a match with another contact, and that contact is not disabled or inactive, the user will be able to switch to it.

How did we do?

What is the DeskDirector Client Portal?