Managing Companies in DeskDirector

Edcel Ceniza Updated by Edcel Ceniza

You can easily manage companies you handle from the DeskDirector admin console. These companies are ported over after syncing your PSA into DeskDirector.

You can access this page from Portal > Companies in the DeskDirector admin console. You should see a page that looks like this that shows all the companies under your instance.

From this page, you can select which companies you want to manage by clicking on the company name, which should bring you to the configuration page for that specific company that looks like this.

There are several tabs that should appear on the company configuration page and they are:

Profile

This page will show the company details like name, phone number, type and a link to their website. You can also add company-specific tags the help you manage these companies.

The authentication section is used for setting up PasswordLess authentication and/or ActiveDirectory for contacts under the company. Checkout these separate guides about both authentication methods:

The branding section is used to customize/personalize the portal, specific to the company. You can read more about company-specific branding and theming in DeskDirector in these guides:

Contacts

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

Features

This is basically identical to the global features settings discussed here. Any company specific changes you do will override the current global settings (read: cascading override)

Tickets

This is basically identical to the global ticket settings but any company specific changes done here will override the current global settings (read: cascading override). Check out this specific article regarding ticket access in DeskDirector for more information

Permissions

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

Menu

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

The 2 remaining tabs only appear for ConnectWise instances

Quotes

Much like global settings for quotes in DeskDirector, on this page you can select the quote statuses and types that each specific company can view. Any changes to each company overrides the global setting.

Invoices

Much like global settings for invoices in DeskDirector, on this page you can select the invoice status that each specific company can view. Any changes to each company overrides the global setting.

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Filtering Companies to Manage

Contact