How groups work in DeskDirector (ConnectWise)
DeskDirector uses ConnectWise's marketing groups to give people (contacts in ConnectWise) access to features.
The following groups are used;
|Nominates a person as an approver. This gives them access to approve or deny tickets and they will be notified if a ticket needs their approval.|
|DD_Chat||Allows a person to chat to a technician. The chat bar will not show if they are not a member of this group.|
|DD_FastTrack||Allow a person to FastTrack a ticket. This will change the ticket status to one specified in the Admin portal. Great for allowing certain contacts to get attention on a certain ticket|
|DD_Flag||Allows a person to Flag a ticket. This will create an activity in ConnectWise.|
|DD_Invoice||Gives a person access to view invoices|
|DD_Learning||Gives a person access to the learning center|
||Allows a person to access ConnectWise opportunities. If you have Quosal they can also open the Order Porter version of the quote and approve it.|
|DD_VIP||Members of this group will have a dedicated priority applied to every ticket they log through DeskDirector|
Adding contacts to groups
The easiest way to add contacts to groups is using the Groups tab from the Company screen in ConnectWise.
From there you can easily add and remove individual contacts to a group.
Include All Contacts
By ticking the "Include All Contacts" check box all contacts will be a member of this group, including any new contacts. This way you don't have to add them in the future.
Include Primary Contact
By ticking the Include Primary Contact check box the primary contact will always be a member of this group, even if it changes.