Getting Started with DeskDirector
Admin Console
Admin Console : Getting Started
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Portal Permissions in DeskDirector
FastTrack in DeskDirector
Setting Up and Using the VIP Priority
How to setup the Flag feature (ConnectWise)
Quotes (ConnectWise)
Invoices (ConnectWise)
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Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Dynamic Fields
DeskDirector Forms - Dynamic Fields Implementation Example
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Tech Portal : Getting Started
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Getting Started with DeskDirector Chat
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"Pre-Ticket Chat" Feature
"Call me Back" Feature
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Client Portal : Getting Started
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Tickets
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Deskdirector - Sign up walk through
Logging in to DeskDirector
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A walk through all the fields available in DeskDirector forms
Getting Started with Custom Email Templates
Getting Started with Surveys
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ConnectBooster
Wise-Pay
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ConnectWise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter Link to Opportunity
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Get started with the DeskDirector Power Automate Connector
Power Automate Administration
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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
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BiggerBrains
Logging the ConnectWise API
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)
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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
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ConnectWise 2019.5+
Autotask integration major update 2022
ConnectWise Member Impersonation
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Autotask 2020.3 integration (API) resource migration
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Authentication
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
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How search works in DeskDirector products
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User can't log in
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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"
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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
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Tickets & Chats - Common Issues
ConnectWise Integration - Common Issues
Approvals - Common Issues
Troubleshooting via Web Developer Tools
Switching PSA or merging with another CW/AT instance
How to Allow Time Entries for StreamlineIT Members
Email & Email Delivery - Common Issues
Essential and Dynamic Plan Breakdown
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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
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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
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TimeZest integration with DeskDirector
Troubleshooting Connectwise/Autotask-related integration issues
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Differences Between different Desktop Portal version
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- Menu Items
Menu Items
Updated
by Niamh Ferns
Menu Items
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.

System Menu Items
These are the standard menu items that come with DeskDirector. System 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.

- Contact Support - This menu item will show the contact the option to either create a ticket or chat with a technician (if the user has Chat permissions enabled)
- Invoices - This will display the Invoices table. This will not display if any ConnectBooster Menu Item's are found in the Menu. This is only visible if user has Invoices permission.
- Learning - Represents the learning center. Once the new menu system has been enabled, top level learning items will instead appear inside the learning center. This is only visible is the Learning Center permissions are enabled for the contact/company.
- Notifications - This will display the notification center. This is only available if notifications are enabled.
- Quotes - With this enabled, the quotes table will be displayed to the contact. This menu item is only available if Quotes permission is set for the contact.
- Tickets - This menu item will show tickets that contacts have access to. By default, it will show tickets he own (open and closed). If "All Tickets" permissions are enabled, he will see the option see all Tickets. Checking this guide on how the ticket list page looks. If the contact is set as an approver, he will see the tickets for approval.
What if I want custom menu items other than the system menu items? Well, you can easily create custom menu items in DeskDirector.
Creating Menu Items
Creating menu items can be easily done via Portal
> Menu Items
> New Menu Item
:

In the Create Menu Item
page, you should be welcomed by several forms and checkboxes, the most basic of which is the Name and Icon for the menu item.
Please specify the display name of the menu item, then specify an icon to be used for it. You should be presented with a few options upon selecting the icon form.
Type of Menu Items
After specifying the menu name and icon, you should now choose the type of menu item you want to set up.
Extension Menu
This menu item will embed a static/dynamic website into the portal. You just need to specify the extension site's URL. Among the type of custom menu items listed here, this is the most powerful as this adds a lot of flexibility and functionality to the client portal with the endless possible extensions you can add.
Below the extension site URL form are sections for security and query parameters. Here's a separate guide to learn more about extension menu security and query parameters.
ConnectBooster Menu
This menu item will embed ConnectBooster (invoices and payments) inside the portal. You just need to specify the ConnectBooster site URL.
OneNote Notebook Menu
This menu item will embed a OneNote Notebook into the portal. You should be able to choose from a selection of existing OneNote Notebooks. If you have not created one yet, you can easily create OneNote Notebooks from the DeskDirector Portal.
BiggerBrains
The BiggerBrains menu item will allow your customers to view all the BiggerBrains courses for the given product. You can select which BiggerBrains product you want to show in the menu item.
Learn more about BiggerBrains
Tutorials
Creating Menu Items
33 STEPS
1. Open DeskDirector Admin Portal and click Portal.
2. Click Menu System.
3. In the Menu Item section, we can create individual menu items for our default or custom menu.
4. Click Menu Item.
5. The top section displays the menu items which are part of the system's default menu. You can click to edit them.
6. Click Contact Support.
7. Click the Name textbox.
8. Modify the text in the name textbox.
9. Click the Icon textbox to change the icon.
10. You can search for an icon by typing in its name. Choose from the dropdown results.
11. Click Add Tag to add any tags.
12. Click the name of the tag that you wish to add.
13. Click Save to save your changes.
14. Click Items to go back to the Menu Items section.
15. In the lower section, you can add or edit your own custom menu items.
16. Click New Menu Item.
17. Type the Name of the menu item.
18. Next, click the Icon textbox.
19. Type to search for the required icon. Then, click the icon name from the results.
20. Click Add Tag to add any tags.
21. Click the name of the Tag that you wish to add.
22. Next, we can select how the portal will behave when the menu item is clicked. Expand the Type of Menu Item drop-down box to view the options.
23. Let's choose the Extension Menu option. This will let the user view the contents from inside the portal.
24. It gives the option to run the contents in a sandboxed environment. Toggle the Enable Sandbox switch to enable/disable it.
25. If sandbox is enabled, the following options can further be enabled, to allow or restrict certain actions.
26. Scroll up and click the Menu Item drop-down again.
27. The External Link option will open the contents of a Menu Item in a new tab. Go ahead and click on it.
28. Next, provide the website address in the External site's URL textbox.
29. The following options will let you pass query parameters to the external website. You can use them as per your requirements.
30. Finally, click Save to save the menu item.
31. Click Items to go back to the previous section.
32. We can now see our new Menu Item in the custom menu items section.
33. That's it. You're done.