User Profiles & Profile Pictures

Niamh Ferns Updated by Niamh Ferns

Managing User Profiles

Contact Profiles

Managing Contacts' profiles in your DeskDirector instance is very straightforward. You can access this via the Admin Portal under Client Portal > Contacts. You will be greeted by a page with all your contacts.

The Contacts' profile page will show a summary with their name, email address, associated tags and their flags. To manage a user, just click on the 3 dots at the top right and select "Edit". You will also have options to relocate the contact to a different account or archive them.

Service Agent Profiles

For our ConnectWise and Autotask partners, these will be known as Members and Resources respectively.

Managing Service Agents profiles in your DeskDirector instance is also straightforward. You can access this via the Admin Portal under TECH > Agents. You will be greeted by a page with the current members/resources.

The Agent's profile page will show a summary with the member's name, email address, associated tags and their role -- Master Admin, Advanced User or Regular (see DeskDirector Roles and Permissions). On this page, you can edit a Service Agent's profile, add tags, update members roles, and update their profile pictures.

Tech Portal Roles

There are several roles that can be assigned to a member/resource, each role having specific permissions. Check this separate article about DeskDirector roles and permissions.

Profile Pictures

Your clients and techs can have custom avatars to make their support experience more personalized. For contacts, you can set them up from the admin console or they can do this themselves once they log into their DeskDirector Client Portal.

Updating in the Admin Portal
There is a maximum file size limit of 3MB for profile images

Updating a Contact's Profile Picture

You can update a contact's avatar by going into the contacts profile in your admin portal. Head to Portal > Contacts then select the contact you want the update the avatar for.

In the Profile tab, click on the avatar placeholder then select the image you want to set as avatar. Changes are automatically saved on this page.

Updating a Service Agent's Profile Picture

​To update a service agent's avatar from the admin console, you need to go into the service agent's profile under the Tech > Agents (Standalone), Tech > Members (ConnectWise), or Tech > Resources (Autotask). Select the service agent you want to update the avatar for, click on Edit then Upload

 ​Updating in the Client Portal

Updating Contact's Profile Picture

A contact can update their avatar by clicking their current avatar in the upper-right corner of the page then clicking the cog icon to show their Profile Settings.

Click on the current avatar, then select your new avatar from the file uploader then click Save. Their new avatar should be working right after. 

Updating a Service Agent's Profile Picture

Technicians can easily update their own avatar from the Tech Portal. All they need to do is click on the "Settings" tab then by clicking on their name/title.

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