What is the DeskDirector Client Portal?

Edcel Ceniza Updated by Edcel Ceniza

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 with the client portal

The DeskDirector Client Portal can be accessed by opening your DeskDirector URL in a browser then entering your email address in the login form. If the contact's email address is also tied up to an admin console or tech portal account (yes, it happens), they will be presented to choose the platform they want to access like this.

Just select "Client Portal" then you will be asked for the login method (OAuth, Token or Password). 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 selected the wrong company when logging in, don't worry as you can easily switch to another account in the client portal.

Once logged in, the layout of the client portal should be like this:

The first page that will load upon logging in is the landing page set for the contact (read: 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.

Check this separate guide about each of the native menu items and what each item entails.

How did we do?

Switching Accounts in DeskDirector