Getting Started with DeskDirector
Pricing & Subscription Plans
Browser Support
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 for PSA Integrations
Tickets & Chats
A walk through all the fields available in DeskDirector forms
Getting Started with Custom Branding
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
How User Authentication works in DeskDirector
Getting Started with Searching in DeskDirector
Managing Members/Resources Profile
Enabling Master Admin
Get started with the DeskDirector Power Automate Connector
Top 10 Request Types
Using Markdown
Desktop Portal (Installed client) Vs. Web Portal (Web Client)
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
Installing the Desktop Portal
Features
Portal Customization
Service Catalogue
Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
Dynamic Form Content
Communication
Actionable Messages for Emails
Real-Time Chats
Notifications
Email Notifications
Email Template Engine
Surveys
Broadcasts
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
Contact & User Groups
Approvals
Task Lists
Easy Integrations
Analytics
Dynamic Ticket Contents
The Learning Center
Webhooks
Events & Workflows
Group Tags
Custom Domains
File Storage
Integrations
ConnectWise
ConnectWise Custom Menu Item for DeskDirector
ConnectWise
ConnectWise Quotes & Invoices
StreamlineIT for DeskDirector Tech Portal
ConnectBooster
ConnectWise Sell
ConnectWise - Avoid Aggressive Notifications
AutoTask
QuoteWerks
Wise-Pay
TimeZest
BiggerBrains
OneNote Notebooks
Integrations - Frequently Asked Questions
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
Microsoft Power Automate
Actions
Solutions
Power Automate Template Gallery
Featured Solution: Teams Ticket Discussion
Featured Solution: Ticket Briefing
Introduction to Power Automate
Power Automate Connector - Setting up your first flow
DeskDirector Power Platform Connector Reference
DeskDirector Connector Triggers
Troubleshooting
Troubleshooting via Web Developer Tools
Desktop Portal - Common Issues
Contact & Service Agent Impersonation
Diagnose Entities Tool
DeskDirector Desktop App - Installation Issues
Troubleshooting DeskDirector Connection Issues
Login & Authentication - Common Issues
Permissions & Access - Common Issues
Tickets & Chats - Common Issues
Approvals - Common Issues
Email & Email Delivery - Common Issues
PSA Entity Syncing - Common Issues
PSA Integration - Common Issues
ConnectWise Integration - Common Issues
Autotask Integration - Common Issues
Switching PSA or merging with another CW/AT instance
ConnectWise Audit Trail - Exporting API Logs
Contact DeskDirector Support
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
Release Notes - DeskDirector Teams App
Portal Release Notes - Web Client
Release Notes in the Admin Portal
Archived
Table of Contents
- All Categories
- Microsoft Power Automate
- Introduction to Power Automate
Introduction to Power Automate
Updated
by Niamh Ferns
Power Automate Basics
If you are new to Power Automate, there are some high-level concepts that you should be aware of in regards to administration. For more in-depth information, please refer to the Microsoft Documentation.
Access & Permissions
- Flows and Solutions belong to an Environment
- Flows are only visible to certain users in an environment
- Owner, usually the creator
- Co-owners, if the owner has shared with other users
- Solutions and any flows inside solutions are visible to everyone who has access to the environment
Power Platform Admin Center
In the Power Platform Admin Center, admins can manage user access to environments and see a list of all flows that belong to that environment. To see this list, select an environment then click on 'Flows' under the 'Resources' section.

In the list of flows, if you see any that have no owner, this usually indicates they may be part of a solution. In the image below, the first four in the list are solution-aware flows, whereas the bottom four - owned by the Demo account - are just regular flows. It is also possible to add co-owners to flows as an admin. Click on the menu (three vertical dots), then 'Share'.

How do I access one of the flows in the list?
Regular Flows
To see a regular flow, navigate to 'My flows'.
- If you are the owner, select the 'Cloud flows' tab
- If you are a co-owner, select the 'Shared with me' tab

Solution-aware Flows
Components (which include flows) inside solutions become available to any other solution in the environment. This means that a solution-aware flow could be referenced in multiple solutions - but the solutions point to a single instance of the flow.
To see a solution-aware flow, navigate to 'Solutions' then to any solution that references the flow. There is currently no way to view a list of solutions that reference a particular flow, so you will need to manually look through each solution to see if there is a reference. In all of our solution templates, all components are prefixed with the solution name and are only used within that solution - there are no dependencies on any other solutions.
There is however, a way to see a consolidated list of all solution components within an environment by viewing the 'Default Solution'.


How do I uninstall a flow or Solution?
Flow
- Open the flow and Delete
- If it's a shared flow (i.e you are a co-owner) you will be deleting the original flow, not a copy of it.
Solution
- If you have a managed Solution, just delete it from your environment. It should remove all Solution components from the environment cleanly. Solution template downloads from our template gallery and also any KB pages should be of managed type.
- If you have an unmanaged Solution (maybe an early template version obtained from us), deleting the Solution will not remove the components. You will need to navigate to the Default Solution, find, and delete the components from the environment manually.
- How to tell if a Solution is managed or unmanaged:
- During Solution import

- In Solutions list overview

- During Solution import