Getting Started with DD Chat
"Pre-Ticket Chat" Feature
"Call me Back" Feature
Creating a Chat Session
Handling Chat Requests
Changing your Presence
Subscribing to Webhooks
Viewing Chat History
Getting Started with Broadcasts
Who Can Send a Broadcast
Sending a Broadcast
DeskDirector Forms and Request Types
Importing Wufoo Forms to DD Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Webhooks
Setting up Request Types
DeskDirector Forms - Dynamic Fields
Request Type Ordering
Enable or Disable the 'Something Else' Option
DeskDirector Forms - Sections and Conditionals
Ticket Title Automation
Bigger Brains - How to allow access to your clients
Useful Learning Center Tips - Adding files from Google and Dropbox
Getting Started with the Learning Center
How to change the name of the Learning Center
Learning in DeskDirector
Quotes & Invoices
Branding & Customization
Get Started with Email Template Engine - DeskDirector
HTML Email Templates - ConnectWise
HTML Email Templates - Autotask
Avatars in DDPortal
DeskDirector Web Branding
Theming in DeskDirector
New Features and UI Designs
Enabling OAuth for DDPortal
How User Authentication works in DeskDirector
Diagnosing Automatic Login Issues
Logging in with a Username + Password
Logging in via URL
Logging in with Passwordless
Logging in with Active Directory
Adding Media to Play When First Launching the Client
The Flag feature (CW Only)
"Ensure VIP ticket's priority" Feature
Setting Up and Using the VIP Priority
FastTrack in DeskDirector
Contact Creation Rule
Customer Closed Tickets.
Change Ticket Status when Customer Adds Note
Portal for Windows
Getting Started with DD Portal
Installing DD Portal
Diagnosing login problems using the new DDGetSID CLI tool
Uninstall Script for DDPortal
DD Portal for Windows: LabTech Deployment Guide
DD Portal For Windows: N-central/N-able Deployment Guide
Troubleshooting your DeskDirector Portal installation
Differences Between Portal for Desktop v2 and v3
Portal for Mac
Account & FAQ
Portal and User Issues
Instance & Account Queries
Logging into the Admin Console.
3000 contact limit FAQ
The Admin Console Dashboard
Adding and removing features from your DD Portal Advantage plan
Finding out what server your DeskDirector instance is on.
Enabling Master Admin
Creating an Integrator Login in ConnectWise (SOAP API)
Top 10 Request Types
Getting Started - Admin Console
Frequently Asked Questions
Creating a ConnectWise RESTful API Key
CSV Reporting Tool
Generic vs Customized Request Types
DDPortal (Installed client) Vs. DDWeb (Web Client)
Creating an integrator resource in Autotask
My customer is seeing deleted tickets in portal
Contact can't login portal, the contact is missing in admin console but it is in ConnectWise
Connectwise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter link to opportunity
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
Portal Release Notes - Windows/macOS
Portal Release Notes - Web Client
Advanced Use Case
Updated by Chris
Note: Ensure you are using Portal V2
The Menu System only works with Portal V2. If you are a new customer, you most likely have this enabled already.
Click here for more information on Portal V2 and how to turn it on.
Menu System Overview
The menu system will allow you to customize the Portal side menu.
You will be able to create and manage multiple menus for different use cases and assign them to specific companies and contacts.
When assigning menus to Companies or Contacts, we use a "Cascading override" approach. A user will see the global "Default" menu to begin with. This will be overridden by any menu assigned to their company. This will be further overridden by any menu assigned to the contact.
Menu items are created independently from menus and a given menu item can be shared between multiple menus.
We provide a "Default" Menu comprised of the standard Portal menu items. This is the menu all users will see by default, unless there is another menu configured for their company or specifically for them at the contact level.
Turning the Menu System On
If you are a new customer, you most likely have this enabled already. For existing customers, the menu system is turned on through a feature flag and is disabled by default. You can switch it on at the Feature Preview page. You will be able to create and edit your Menus and Menu Items before finally switching it on.
Menus are ordered lists of references to Menu Items, which can be freely rearranged.
The top menu item inside a menu will become the Landing Page for the Portal. The Landing Page is the first screen that a user will see when they open the Portal.
Read more about Menus.
Menu items describe the content you wish to place into the menu. They can be shared between multiple Menus and changes made to them will be visible across all menus which reference the item.
Read more about Menu Items.
Here are some things you can do to get started:
- Create menu items for all the content you wish to expose in the Portal. You don't have to worry about who can see what at this stage.
- Add or rearrange items in the "Default" menu.
- Create some new menus
- Assign a menu to a company or contact
- Migrate your top level, auto-navigate learning center links to menu items and add them to a menu