Managing Company Accounts

Niamh Ferns Updated by Niamh Ferns

Managing Company Accounts

You can easily manage companies you handle from the DeskDirector Admin Portal.

For our ConnectWise and Autotask partners, Accounts are synced over from your primary PSA and will be under the Portal > Companies section instead.

You can access this page from Client Portal > Accounts. You will see a page that looks like this that shows all the company accounts under your instance:

From this page, you can select which account you want to manage by clicking on the account name. This will bring you to the configuration page for that specific account:

Filtering Accounts

As the number of accounts you handle grow, managing which ones have specific configuration can get overwhelming To make it easier for you to manage this, DeskDirector uses tags and configuration filters. These appear in the account list view for you to use:

​

Profile

This page will show you a company account's details like it's name, phone number, type and a link to their website. You can also add account-specific tags to help you manage and organise them.

You will also see an authentication section where you can configure how users under that account log into DeskDirector.

Branding

The branding section is used to customize/personalize the portal, specific to the company. On this page, you can specify company-specific branding like favicon, logo, mobile logo, and basic color theme. These will be used by any contacts under the company when they are using the client portal

Contacts

This lists all the contacts that are under the company. You can manage contacts by clicking on their names.

Contact Groups

This section is where contact groups for an account are created and managed. Here, you can create groups, add contacts to groups, assign roles to contacts per group. You can also assign a Service Group to each Contact Group here.

Queues and tickets

This is similar to the global ticket settings but any account specific changes done here will override the current global settings (see cascading override).

Features

This is similar to the global features settings discussed here. Any account specific changes will override the current global settings (see cascading override).

General

Identical to the global ticket settings but any company specific changes done here will override the current global settings (see cascading override). Check out these guides regarding permissions in DeskDirector for more information

Custom Portal Menu

On this page you can select which menu an account is shown. Without changing it, the account will see/use the default menu set.

Service Group

In this section, you can specify a Service Group to define which Service Catalogue is available for an account.

Integration Specific Settings

In this section we refer to accounts as Companies as this is what most Autotask and ConnectWise users will be familiar with.

Quotes

This tab is only available for clients making use of an integration that provides quote access.

See our integrations documentation for more!

On this page you can select the quote statuses and types that each company can view. Any changes override the settings at the global level (see cascading override).

Invoices

This tab is only available for clients making use of an integration that provides invoice access.

See our integrations documentation for more!

On this page you can select the invoice status that each company can view. Any changes override the settings at the global level (see cascading override)

Exporting Companies

Exporting companies is only available for our ConnectWise and Autotask partners.

Tokity users can retrieve a list of their Accounts as an export via the DeskDirector API.

You can also export a list companies based on their current permissions, SIDs and Email Domains set.

  1. Open the Admin Portal and head to Portal > Companies
  2. Select Export CSV section at the upper-right corner of the page
  3. Clicking this link should present a pop-up with two options (third option is for ConnectWise instances only)
  4. Optionally, filter by permissions

Click Export

This allows you to export companies with SIDs configured and/or email domains added. This comes handy when you are trying to determine which companies you want to grant/revoke access to these authentication options.

ConnectWise Reporting

This allows you to download a copy of company and/or contact table from the ConnectWise Reporting tool.

How did we do?

Enabling Master Admin

Monitoring Portal Usage

Contact