Getting Started with DD Chat
"Pre-Ticket Chat" Feature
"Call me Back" Feature
Creating a Chat Session
Handling Chat Requests
Changing your Presence
Subscribing to Webhooks
Viewing Chat History
Getting Started with Broadcasts
Who Can Send a Broadcast
Sending a Broadcast
DeskDirector Forms and Request Types
Importing Wufoo Forms to DD Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Webhooks
Setting up Request Types
DeskDirector Forms - Dynamic Fields
Request Type Ordering
Enable or Disable the 'Something Else' Option
DeskDirector Forms - Sections and Conditionals
Ticket Title Automation
Bigger Brains - How to allow access to your clients
Useful Learning Center Tips - Adding files from Google and Dropbox
Getting Started with the Learning Center
How to change the name of the Learning Center
Learning in DeskDirector
Quotes & Invoices
Branding & Customization
Get Started with Email Template Engine - DeskDirector
HTML Email Templates - ConnectWise
HTML Email Templates - Autotask
Avatars in DDPortal
DeskDirector Web Branding
Theming in DeskDirector
New Features and UI Designs
Enabling OAuth for DDPortal
How User Authentication works in DeskDirector
Diagnosing Automatic Login Issues
Logging in with a Username + Password
Logging in via URL
Logging in with Passwordless
Logging in with Active Directory
Adding Media to Play When First Launching the Client
The Flag feature (CW Only)
"Ensure VIP ticket's priority" Feature
Setting Up and Using the VIP Priority
FastTrack in DeskDirector
Contact Creation Rule
Customer Closed Tickets.
Change Ticket Status when Customer Adds Note
Portal for Windows
Getting Started with DD Portal
Installing DD Portal
Diagnosing login problems using the new DDGetSID CLI tool
Uninstall Script for DDPortal
DD Portal for Windows: LabTech Deployment Guide
DD Portal For Windows: N-central/N-able Deployment Guide
Troubleshooting your DeskDirector Portal installation
Differences Between Portal for Desktop v2 and v3
Portal for Mac
Account & FAQ
Portal and User Issues
Instance & Account Queries
Logging into the Admin Console.
3000 contact limit FAQ
The Admin Console Dashboard
Adding and removing features from your DD Portal Advantage plan
Finding out what server your DeskDirector instance is on.
Enabling Master Admin
Creating an Integrator Login in ConnectWise (SOAP API)
Top 10 Request Types
Getting Started - Admin Console
Frequently Asked Questions
Creating a ConnectWise RESTful API Key
CSV Reporting Tool
Generic vs Customized Request Types
DDPortal (Installed client) Vs. DDWeb (Web Client)
Creating an integrator resource in Autotask
My customer is seeing deleted tickets in portal
Contact can't login portal, the contact is missing in admin console but it is in ConnectWise
Connectwise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter link to opportunity
Common WuFoo errors
Changing the Summary of Wufoo Tickets
Creating your first Wufoo form
Adding Wufoo Forms To Request Support
Getting started with WuFoo Forms
Debugging Your Wufoo Integration
Portal Release Notes - Windows/macOS
Portal Release Notes - Web Client
Advanced Use Case
Updated by Chris
Menu Items are used to describe content which can then be placed into a Menu. They are created and exist independently from the Menus which use them. Modifying an existing Menu Item will affect all Menus which reference it.
You can search, modify, create, and delete menu items from the Menu Items page inside your Admin Console. In general you will be able to customize the name and icon of menu items. Be aware that horizontal space inside the Portal Menu is limited, therefore names which are too long will be truncated with ellipses. You can also add searchable metadata to the items, known as tags. These are here to help you manage and organize your items.
Native Menu Items
These are the standard menu items that come with DeskDirector. Native menu items cannot be created or deleted, but you can customize their name and icon. These menu items are included in every Menu by default.
The ticket creation page.
Represents all ticket related items. This currently includes Open Tickets, Closed Tickets and Approval Tickets.
The Tickets menu item cannot be changed at this point in time, since there are 3 distinct menu items grouped here. A future release will combine these into one, at which point you will be able to rename this.
Approval Tickets only visible if user has Approval permission
The notification center.
Only visible if Notifications are enabled
Represents the learning center. Once the new menu system has been enabled, top level learning items will instead appear inside the learning center.
Only visible if user has Learning permission
The Quotes table.
Only visible if user has Recommendations permission
The Invoices table. This will not display if any ConnectBooster Menu Item's are found in the Menu.
Only visible if user has Invoices permission
The settings page
An embedded ConnectBooster application.
Only visible if user has Invoices permission
An embedded external site.
This item will allow you to embed an external site into the application. If configured, the portal will also pass through certain information inside the query parameters of the URL, which may be useful for sites which want to display customized content for the user.
The portal will only be able to display sites which have X-Frame options which allow this. Please read MDN Web Docs X-Frame-Options for more information.
The external site will be fully sandboxed by default for security. Sandbox restrictions can be lifted at your discretion. Please read MDN Web Docs IFrame for more information.