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What is the DeskDirector Client Portal?

Niamh Ferns Updated by Niamh Ferns

Client Portal Overview

The DeskDirector Client Portal is the tool your customers use to reach out and interact to your technicians.

DeskDirector Client Portal Features

  • Create, view, edit, and close tickets from a single interface
  • Chat with technicians using the DeskDirector Chat from the same interface
  • Upskill with modules for Learning and BiggerBrains
  • Process tickets for approvals
  • View Quotes and Invoices
  • and many more ...

Getting Started

The DeskDirector Client Portal can be accessed by opening DeskDirector in a browser or by opening the DeskDirector App then entering in your credentials. If the contact's email address is also tied up to an Admin Console or Tech Portal account, they will be prompted to choose which they want to login with.

Select "Client Portal" then you will be prompted for authentication. Lastly, if the email address is a contact for multiple companies, they will be prompted to choose which company's client portal they want to access.

If you select the wrong company when logging in, don't worry as you can easily switch accounts directly in the Client Portal

Once logged in, you will be presented with the Client Portal:

The first page that will load upon logging in is the landing page set for the contact (See How do I set a landing page?). The screenshot above is using the default system menu with the default menu items.

The default menu items can't be removed, but can be controlled using permissions.

Switching Companies/Contacts

DeskDirector Portal users can easily switch which account they are logged in to from the top-right hand side of the screen. This is great for situations where one contact belongs to several sister companies in one DeskDirector instance and wants to be able to keep track of their tickets from each business.

If they have other accounts in your system, they will be shown a dropdown where they can select a company to switch to. Once clicked, the page will refresh and they will be logged into that account.

"How does the account list get populated?"

Alternate accounts are determined by matching the user's email address with other contacts in your system. If there is a match with another contact, and that contact is not disabled or inactive, the user will be able to switch to it.

How did we do?

What is the DeskDirector Tech Portal?

DeskDirector Roles and Permissions

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