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
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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
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Tech Portal
Tech Portal : Getting Started
Tickets
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Tech Portal Ticket Details
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Request more information (forms request) with Task Forms
Enable/Disable Time Entry Timer Autostart
Chat
Getting Started with DeskDirector Chat
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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
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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
- Features
- Broadcasts
Broadcasts
Updated
by Niamh Ferns
Broadcasts Overview
Broadcasts are an excellent way to notify your customers on critical outages and important messages. Broadcasts can be easily created from the DeskDirector Tech Portal. Broadcasts can be created by Service Agents with Master Admin. Managing service agents tech portal roles can be easily done from the DeskDirector Admin console.
Creating a broadcast:
Broadcasts can be easily created from the DeskDirector Tech Portal. Click on the broadcast tab in the left panel, then click on create to configure Broadcast's settings and content before sending. As mentioned above, the service agent must be a Master Admin.

- First select whether the broadcast is "Important" or "Normal". Broadcasts set to "Important" will appear on several pages, while "Normal" broadcasts will only appear on the Notifications tab of the Client Portal.
- Enter a message of up to 255 characters. You can also add a link in the broadcast message, which can be used to direct users to an external site that contains more information of the broadcast that can't fit within 255-character limit on the message.
- Optionally, set your broadcast to send an email as well. This allows you to include your broadcast in a formatted email that will be sent to a recipient's inbox. If you just want to send a simple broadcast that will appear in the portal, you can uncheck "Send broadcast email to notify users".Only customers on the Dynamic Plan or Legacy Plan can create and send email broadcasts.
- Optionally, specify when you want your broadcast to go live and when you want it to end (either manually or at a scheduled time).
- Select broadcast filters. This allows you to select the companies you want to target for the broadcast.
You can search companies via their company names, or you can use company tags if you want to target the broadcast to companies with specific tags. You can finetune the targets for the broadcast using Contact tags. This comes handy if you want to target a specific set of users with the same tags, or those under a group tag.In the example above, we are trying to target the notifications to three companies then filter further by targeting only contacts in the company that have thevip
tag assigned. Only 2 users matched the filter and will be the only ones who will be targeted for this broadcast. - Review the broadcast
The last step in creating a broadcast should be a preview of everything that you have set so far. It will show how the portal notification will appear, the publish and end time, how the email notification will look and who the broadcast recipients are.
Managing Broadcasts
Broadcasts can be easily managed from the DeskDirector Tech Portal under the broadcast tab in the left panel. As mentioned above, the service agent must have a specific role to be able to see the tab or use the Broadcasts feature.

You will see a list of broadcasts that were recently created under your DeskDirector instance (both active and deleted). The broadcast list will show the broadcast message, when it was created and by who, and icons indicating whether the broadcast is active, whether it was as an email broadcast, and if it was using filters.
Enabling "Sticky" Broadcasts
All notifications in DeskDirector leverage the browser and OS notification systems to grab a users attention, by displaying a small popup in the corner of their screens. Sticky Broadcasts allow you to keep an important Broadcast on screen until the user has acknowledged it.
To control which users do and do not get Sticky Broadcasts, you can use a combination of both Admin Portal settings and registry keys created on certain machines.
Enable for Everyone
Navigate to Portal
> Notifications
section of the Admin Console, then check "Enable sticky notifications".

Any broadcast set as "Important" will now trigger a sticky notification pop-up that will only disappear once the customer acknowledges it. This makes sure that important messages are not missed.
Excluding Specific Users
To disable the feature on a user's machine, you will be required to create a registry key in one of these locations:
HKLM\SOFTWARE\DeskDirectorPortal
for 32 bit machines
- OR -HKLM\SOFTWARE\WOW6432Node\DeskDirectorPortal
for 64 bit machines
You will need to create a String value with Name DISABLE_STICKY_NOTIFICATIONS
and value true
. Once you have performed this on all relevant machines, you can enable the feature for everyone via. the Admin Portal.
Receiving Broadcasts
Broadcast notifications are received multiple ways in the client portal and they are received real-time from any new broadcast pushed from the tech portal. There are a few places important notifications show inside the Portal:
From the Contact Support page.
Any broadcast that is set to Important shows up in the Contact Support page. The purpose of showing important notifications here is to reduce the chance of a ticket getting created that is related to the broadcast. For example, if there's an outage and you sent out an important broadcast for it, people will be informed about the outage, possibly reducing the possibility they will report the same issue.

Notifications page
The notifications page is comprised of two sections. The first section is the broadcast notifications, while the second section is the Ticket Update notifications.
All broadcasts created in the tech portal are added to the broadcast notifications section. A client can not dismiss/remove any broadcast notifications. They can only be removed by service agents or if they have expired based on their schedule.

Push Notifications
In addition to the notifications page and the Contact Support page, broadcast notifications are pushed to end users. Push notifications will work both on the web and desktop portal. These notifications are subject to a timeout imposed by the Browser or operating system and will disappear after a short time.
