Getting Started with DeskDirector
Admin Console
Admin Console : Getting Started
Portal
Settings
Profile
Features
Tickets
Permissions
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 (ConnectWise)
Invoices (ConnectWise)
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
Companies
User Groups
Managing Companies in DeskDirector
Filtering Companies to Manage
Exporting Companies as CSV
Contacts
Managing Contacts in DeskDirector
Exporting Contacts as CSV
Ticket Group Permissions
Contact Impersonation
Menu Group
Menu Items
Intro to Menu Items
Creating Menu Items
Extension Menu Security and Query Paramaters
Adding BiggerBrains Menu Item
Learning Center
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
Notebooks
Portal Access
Feature Preview
DeskDirector Desktop Portal V5
Tech
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"
System
Feature Configuration
Default Board and Source
Configuring Approval Statuses
Adding a VIP Priority via the Admin Console
Automatic Contact Creation
Updating, Closing, and Reopening Tickets
Branding your DeskDirector Portal
Hosts Configuration
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
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
ConnectWise
Advanced
Analytics
Account
Surveys
Task Lists
Contact Authentication Audit Log
Tech Portal
Tech Portal : Getting Started
Tickets
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
Chat
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
Macros
Client Portal
Client Portal : Getting Started
Contact Support
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
Tickets
Approvals
Quotes & Invoices
Learning Center
BiggerBrains
Tickets & Chats
Notifications & Broadcasts
A walk through all the fields available in DeskDirector forms
Logging in to DeskDirector
Deskdirector - Sign up walk through
DeskDirector Roles and Permissions
Features
Broadcasts
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
Notifications
How Tos & FAQs
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
How User Authentication works in DeskDirector
Setting/Resetting a Contact's Password
Logging in with Active Directory
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
Switching PSA or merging with another CW/AT instance
How to Allow Time Entries for StreamlineIT Members
Essential and Dynamic Plan Breakdown
Advanced Use
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
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
TimeZest integration with DeskDirector
Troubleshooting Connectwise/Autotask-related integration issues
Troubleshooting
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Tickets & Chats - Common Issues
ConnectWise Integration - Common Issues
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
Glossary
Archived
Security
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
Table of Contents
- All Categories
- Troubleshooting
- DeskDirector Desktop App - Installation Issues
DeskDirector Desktop App - Installation Issues
Updated
by Niamh Ferns
DeskDirector Portal Troubleshooting
"My Antivirus is blocking the installation."
There are some cases where we are seeing issues with Antivirus programs blocking the DeskDirector Portal installer. To add to this, programs like WebRoot often block the installation with no message or notification displayed leading to confusion.
To guarantee a smooth installation process, please ensure that the following paths (along with any sub folders) are whitelisted in your antivirus:
%Program Files(x86)%/ [your product name]
%Program Files%/ [your product name]
%LocalAppData%/SquirrelTemp
%LocalAppData%/deskdirectorportal
%appdata%\Microsoft\Windows\Start Menu\Programs\Startup
"I ran the MSI and it didn't do anything."
The MSI won't show anything until you have logged out and then log back in to Windows. After this, you should see the portal appear.
"I ran the MSI, logged out, and logged back in. Its still did nothing."
There are two possible causes to this problem:
- The MSI didn't fire the executable file stored inside
C:\Program Files (x86)\yourDDPortalName\
orC:\Program Files\yourDDPortalName\
. - The MSI located the EXE in program files, installed the program, but then cannot detect any files in
%AppData%\Local\deskdirectorportal\app-1.x.x
. It then cannot create any shortcuts for the end user or allow the user to execute the program.
This is caused when after having installed the client successfully, you decide to uninstall the program but leave the MSI installer intact.
When the program has been uninstalled, not all folders get cleaned up correctly by the uninstall process (in particular the folders under%AppData%\Local\deskdirectorportal
may still exist as these are considered user specific configs). If this is the case, even if the folder itself is empty, make sure that the folder has been removed entirely and then log out and log back in. The MSI should re-trigger the installation process.
"I downloaded EXE, uninstalled it and then installed via the MSI. Now it isn't installing anything."
When you download the EXE, it will create a folder under C:\Users\username\AppData\Local\deskdirectorportal
. When the EXE is uninstalled it will clear the folder but not delete the contents. The MSI then looks to see if the folder exists, if it does, it assumes the portal has already been installed.
You will need to delete this folder manually to re-try via the MSI installer.
Frequently Asked Questions
"How do I uninstall and reinstall DeskDirector Portal?"
If you need to re-install DeskDirector Portal for troubleshooting purposes, please make sure you follow these instructions exactly:
- Uninstall the application itself (via add or remove programs)
- Uninstall the MSI (if you used the machine wide installer)
- Ensure that the following folder has been removed:
C:\Program Files (x86)\MSP DDPortal
(The path and name may differ slightly. Check for folders labeled DeskDirector or with the name for your branded support portal.) - Ensure that this folder is completely removed:
%Appdata%\Local\deskdirectorportal
- Ensure that this folder is completely removed:
%Appdata%\roaming\DeskDirector Portal
"Is there a way to automate the uninstallation?"
We have been provided with a VBScript which automates steps 3-5 for all users on the machine and ensures that DeskDirector Portal has been removed cleanly for all users. This can be automated further in tandem with another script that checks to see if the user has uninstalled DeskDirector Portal. See below.
Set objFSO = CreateObject("Scripting.FileSystemObject")
Set output = WScript.Stdout
On Error Resume Next
Set colUsers = objFSO.GetFolder("C:\Users").Subfolders
For Each folder in colUsers
If objFSO.FileExists(folder.Path & "\AppData\Local\DeskDirectorPortal\.dead") Then
output.writeline "Applying fix"
Set objDDFolder = objFSO.GetFolder(folder.Path & "\AppData\Local\DeskDirectorPortal")
objDDFolder.Delete()
End If
Next