Getting Started with DeskDirector
Service Catalogue
Forms
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
DeskDirector Forms - Dynamic content
DeskDirector Forms - Field value format for automation
Service Catalogue
Service Types
Service Groups
Enable or Disable the 'Something Else' Option
Deskdirector - Sign up walk through
Managing your DeskDirector Subscription
Logging in to DeskDirector
Automatic Contact Creation
What is the DeskDirector Admin Portal?
What is the DeskDirector Tech Portal?
What is the DeskDirector Client Portal?
DeskDirector Roles and Permissions
Feature Configuration
Tickets & Chats
A walk through all the fields available in DeskDirector forms
Getting Started with Custom Branding
Getting Started with Custom Menus
Getting Started with Custom Email Templates
Getting Started with Surveys
Notifications & Broadcasts
Getting Started with the Menu System
BiggerBrains & Learning Center
The Developer Corner
Embedding Help Page Media
Permissions in DeskDirector
Managing Contacts
Tickets Access
Profile Pictures
Office Hours
Managing Members/Resources Profile
Enabling Master Admin
Managing Company Accounts
Monitoring Portal Usage
Service Radar
DeskDirector Desktop Portal
Main Tabs vs Ticket Tabs
Auditing and Analytics
Tech Portal Board/Queue Access Configuration
Features
Generative AI
DeskDirector with Generative AI
Setting up AI Service Providers
AI Assistants in DeskDirector
Custom Tools for AI Assistants
Knowledge Bases for AI Assistants
Ticket Summary for Tech Portal
Login & Authentication
User Groups
Approvals
Task Lists
Real-Time Chats
Macros
Menus
Menu Items
Notifications
Email Notifications
Email Template Engine
Surveys
Broadcasts
Custom Branding
Easy Integrations
Analytics
Other DeskDirector Features
Ticket Dynamic Contents
The Learning Center
Webhooks
Workflows
Group Tags
File Storage
Integrations
ConnectBooster
Wise-Pay
QuoteWerks
ConnectWise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter Link to Opportunity
Microsoft Flow (Power Automate)
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
Getting Support for the DeskDirector Connector for Power Automate
AutoTask
StreamlineIT for DeskDirector Tech Portal
ConnectWise
ConnectWise Quotes & Invoices
TimeZest integration with DeskDirector
ConnectWise - Avoid Aggressive Notifications
BiggerBrains
Logging the ConnectWise API
OneNote Notebooks
Microsoft Teams App
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
Smart Alerts for Tech Users
Release Notes - DeskDirector Teams App
Contact Support
Troubleshooting
APIs and Integration
ConnectWise 2019.5+
Autotask integration major update 2022
ConnectWise Member Impersonation
Autotask Resource Impersonation
Autotask 2020.3 integration (API) resource migration
Third-party integration with DeskDirector
Authentication
Desktop Portal
Diagnosing DeskDirector Desktop Portal Issues
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
Instance & Account Queries
Setting up your custom domain
Contact Limits FAQs
Finding out what server your DeskDirector instance is on.
How search works in DeskDirector products
Portal and User Issues
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
Sign in with Microsoft Issue in Tech or Admin Console - "Need Admin Approval"
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?
Other Articles
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Tickets & Chats - Common Issues
Contact & Service Agent Impersonation
ConnectWise Integration - Common Issues
Diagnose Entities Tool
PSA Integration - Common Issues
Approvals - Common Issues
Troubleshooting via Web Developer Tools
Switching PSA or merging with another CW/AT instance
How to Allow Time Entries for StreamlineIT Members
Email & Email Delivery - Common Issues
Essential and Dynamic Plan Breakdown
Advanced Use
DeskDirector API
Subscribing to Chat Webhooks
Portal Deep Linking
Webhook Example with Zapier
Chat Session Payload
Get started with portal extension page demo
Dynamic content based on logged in user
Clean Tickets
Exporting Portal Usage
Security
Glossary
Release Notes
Client Portal
Server
Tech Portal
Portal Release Notes - Windows/macOS
Differences Between different Desktop Portal version
Portal Release Notes - Web Client
Release Notes in the Admin Portal
Archived
- All Categories
- Troubleshooting
- Authentication
- How User Authentication works in DeskDirector
How User Authentication works in DeskDirector
DeskDirector uses two different methods to authenticate a user when it starts up the very first time.
Inside an AD Domain (for DeskDirector Desktop Portal)
The first method is used when a user's PC is part of a domain and DeskDirector can query the Active Directory.
- User launches DeskDirector from the PC. DeskDirector automatically checks if the PC is a part of a Domain and contacts the nearest domain controller.
- DeskDirector retrieves relevant user information from Active Directory including default Email Address. It also determines the domain SID as part of this process.
- DeskDirector now contacts the DeskDirector server over HTTPS passing the user’s email address and the domain SID. DeskDirector server checks the domain SID against its internal database to confirm it is an authentic client. It also retrieves the ConnectWise CompanyID or Autotask Account from its internal database based on the domain SID.
- DeskDirector server uses the company detail along with the user’s email address to check if that user exists in ConnectWise or Autotask. If there is no contact found , it creates the contact in ConnectWise or Autotask. However, if there is a match it will use that information to determine the security rights for that user for various DeskDirector modules.
- Based on user permissions, different modules will be displayed on DeskDirector client. These permissions determine which tickets users are able to view in DeskDirector.
- Once the client is authenticated by DeskDirector server, an encrypted cookie is stored on the PC for future access server.
Outside an AD Domain (for both DeskDirector Desktop and Web Portal)
The second method is used when a user's PC is not part of domain, cannot contact the AD on first launch or they have no email address in AD.
- User launches DeskDirector from the PC.
- If Passwordless is enabled see here for details.
- If this is the first time user is launching DeskDirector, they will be asked for their ConnectWise portal username or Autotask email address, and the password set through the DeskDirector Admin Console. If the user does not know the password, he/she will be given an option to have it sent to their email address.
- DeskDirector contacts the DeskDirector server over the internet passing the portal username/password.
- DeskDirector server uses the portal username/password provided to determine the security rights for that user for various DeskDirector modules.
- Based on user permissions, different modules will be displayed on DeskDirector client. These permissions determine which tickets users are able to view in DeskDirector.
- Once the client is authenticated by DeskDirector server, an encrypted cookie is stored on the PC for future access. Therefore subsequent authentications from the DeskDirector client do not require a username/password and rely on the encrypted token.