Table of Contents

What is the DeskDirector Admin Portal?

Niamh Ferns Updated by Niamh Ferns

Admin Portal Overview

The DeskDirector Admin Portal is where you can manage and configure your ITSM system to get the most out of it. You can add and manage your Service Catalogue, Companies, Contacts, Permissions, Menus, Email Templates, Notifications, Branding and more. The admin portal is also where you can manage your account/subscriptions and your PSA integration if needed.

Below is a list of the admin portals most important functions:

  • Account/subscription management
  • PSA integration management
  • Company/contact management
  • Service catalogue management
  • Permissions & security
  • Setup of custom menus
  • Creation and use of custom email templates
  • Company branding management
  • Setup of the Learning Center
  • ... and a whole lot more
Here's a screenshot of the DeskDirector Admin console

To get started with playing around your Admin Portal, you will need to login. Here's a quick guide on how to login to DeskDirector:

DeskDirector Admin Portal Tabs:

In order for you to see all these awesome tabs, you must first login to your DeskDirector admin console. There are several tabs in the admin console, each of which serves their own purposes in managing and customizing user experience for your DeskDirector site.

DeskDirector Admin

Housed here are mostly your DeskDirector license, and your integration details (very useful for troubleshooting).

Home

The Home section is the default landing page when you log in to your DeskDirector Admin Portal. This is where product updates normally appear. New features and required updates will appear on this page.

A graph of your portal engagement also appears in this page, showing the monthly activity (number of users and total user activity) for the past 12 months. Note that this graph allows you to drill down on companies and contacts alike.

Portal

The Portal section of the Admin Portal is where you can configure the Client Portal to provide the best possible user experience. You can setup companies, contacts, permissions, request types, forms, branding, menus, notifications and more. We have separate dedicated articles for each of these which you can check out.

We have a separate set of articles dedicated to knowing more about the Client Portal which you can check out.

With just a little bit of configuration, you can tailor the Client Portal to exactly meet your customers' needs.

Tech

The Tech Portal is the section of the Admin Portal where you can configure the role and access to different features, for each service agent.

In the Agents tab of the section, you can set roles per Tech and also limit which boards and companies they have access to. This ensures that your Techs only have access to the information they need and helps to keep your data secure.

Check out the separate set of articles about the Tech Portal and what you can do with it.

Email

The email templates in DeskDirector are beautifully designed and intelligently templated to inform and enable your users - both customers and service agents. You can brand the templates out of the box or make small changes to the copy or completely redesign them to your own requirements.

DeskDirector will send email notifications from your own Microsoft 365 mailbox, SendGrid account or SMTP smart host of choice. This can all be set up in the Email section of the platform.

So, whether you need a simple way to notify your customers of updates or you're looking for a more sophisticated email system, DeskDirector has you covered.

System

The system section is the control panel for your DeskDirector server. Here, you can manage email templates, brand packages, authentication options, access scopes, content security policy, and more.

Global service defaults are set for tickets, approvals, new contacts etc.

The brand packages you create here will be applied to your customer's account to provide a complete white label experience including custom logo, colors, URL and mailbox.

Advanced

The Advanced Section of DeskDirector is where you will set and configure service automation options - both no code and low code .

To get started, you will need to set your DeskDirector API key so that your Power Automate workflows can run. Then, you will configure up sophisticated and nuanced workflow triggers in the Workflows sub-section. Your Power Automate workflows will subscribe to these.

The Advanced section also includes diagnostic tools to help you troubleshoot any issues with the integrations. With these powerful tools at your disposal, you can streamline your automation implementation and management like never before.

Here you'll also find useful tools for troubleshooting if things go wrong. Namely, the Integration Tester and Entity Diagnosis tool. The Integration Testers provides a quick way of seeing if anything is wrong with any of your integrations with DeskDirector while entity diagnosis allows you to perform quick and easy API queries to your PSA directly from DeskDirector while troubleshooting.

Integrations

DeskDirector integrates seamlessly with several applications, and this is where you control integration for each of them. Currently, here are the applications DeskDirector can integrate with:

  • ConnectWise or Autotask
  • ConnectWise Sell
  • ConnectBooster
  • Wise-Pay
  • QuoteWerks
  • Microsoft Power Automate
  • OneNote
  • Bigger Brains

Analytics

This page will show you a graph of your DeskDirector instances' usage (much like the homepage), plus more specifics. This also shows usage for BiggerBrains and a Service Radar of tickets handled on your boards.

Release

This is where the nitty gritty details of each version releases for the admin console, tech portal, client portal and even the server, are released. If you want to more about every details of each releases, this is the place to go.

Account

These details every item in your DeskDirector subscription -- an itemized breakdown of the cool features that comes with what you pay us. You can also update your credit card information from this page, then add/remove optional features to your DeskDirector subscription.

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What is the DeskDirector Tech Portal?

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