Client Security (Autotask)

This article is outdated and has been merged into our wider documentation on Autotask.

The DeskDirector admin console allows you to set very specific filters in regards to what your clients can see and access. This article will guide you through setting up the filters for their tickets and permissions

You can filter which queues (tickets) will be shown on the DeskDirector Portal. These filters can be set at a global, company, and contact level. Company level filters override Global Settings, which in turn override Contact filters. The same applies for Permissions, which are also set from the Global Settings within the Admin Console. 

Client Security

In the admin console, under Portal > Settings > Tickets. Here is where you can set all global security settings for tickets. You can also set global permissions which will control what features are globally available to your contacts. 

Company Filters

Under a Company's details (Accessible from the companies), you can find the same filters available under tickets or permissions. The filters for a company will be inherited from the global settings unless you state otherwise, in which case the company-centric ones will override the global settings.

Contact Filter

Lastly, Contact specific filters override Company and Global Settings. You can access the contact settings by drilling down on a contact name from the Contacts tab. The Summary will let you know which settings are being used at the moment and is present in all security related pages in the Admin Console.

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