Getting Started with DeskDirector
Admin Console : Getting Started
Branding your DeskDirector Portal via Brand Packages
Color Theming a Portal via Brand Packages
Avatars in the DeskDirector Portal
Enable/Disable Chat Callback Feature
Enable/Disable Pre-Ticket Chat
Enable or Disable the 'Something Else' Option
Embedding Media as the Help Page
Portal Permissions in DeskDirector
FastTrack in DeskDirector
Setting Up and Using the VIP Priority
How to setup the Flag feature (ConnectWise)
Have Approvals go to Approvers according to site (ConnectWise)
Setting up Request Type Items
Request Type Ordering in the Client Portal
Getting Started with Request Type Groups
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Dynamic Fields
DeskDirector Forms - Dynamic Fields Implementation Example
DeskDirector Forms - Sections and Conditionals
DeskDirector Forms - Embed content
DeskDirector Forms - Replace Summary Field with Title Automation
Importing Wufoo Forms to DD Forms
DeskDirector Forms - Dynamic content
DeskDirector Forms - Field value format for automation
Managing Companies in DeskDirector
Filtering Companies to Manage
Exporting Companies as CSV
Managing Contacts in DeskDirector
Exporting Contacts as CSV
Ticket Group Permissions
Intro to Menu Items
Creating Menu Items
Extension Menu Security and Query Paramaters
Adding BiggerBrains Menu Item
Getting Started with the Learning Center
How to change the name of the Learning Center
Useful Learning Center Tips - Adding files from Google and Dropbox
Email Notifications Overview
Setting up Global Email Notification Settings
Setting up Office 365 Mail Delivery
Setting up SMTP Server Mail Delivery
Setting up SendGrid Email Delivery
Getting Started with Email Template Engine - DeskDirector
Creating Custom Email Template
Setting Email Templates for Notification Events
Email Templates Auto Login Link
HTML Email Templates - ConnectWise
HTML Email Templates - Autotask
Troubleshooting email delivery issues using "Delivery History"
Default Ticket Board and Source
Setting up your Approval Statuses
Adding a VIP Priority via the Admin Console
Automatic Contact Creation
Setting Reopened Ticket Status
Setting Status when Ticket is Closed
Change Ticket Status when Customer Adds Note
PSA Integration (ConnectWise/Autotask)
Setting Office Hours
Enabling OAuth (Microsoft Login) for DeskDirector Portal
Logging in with Passwordless
Global Magic Token: Logging in via URL
Client Portal Office365 Single Sign-On
Switching from Custom Application OAuth to the new OAuth
ConnectWise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter link to opportunity
Microsoft Flow (Power Automate)
Get started with the DeskDirector Power Automate Connector
Power Automate Administration
Power Automate Template Gallery
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
Deleting Orphaned Tickets
ConnectWise API Integration Tester
Autotask Data Sync
Diagnose Entities Tool
Service Agent Change Log
Auditing and Analytics
Contact Authentication Audit Log
Tech Portal : Getting Started
Managing Tickets from the Tech Portal
Tech Portal Ticket Details
Creating a Ticket from the Tech Portal
Request more information (forms request) with Task Forms
Enable/Disable Time Entry Timer Autostart
Getting Started with DeskDirector Chat
Handling Chat Requests
Viewing Chat History from the Tech Portal
Creating a Chat Session from the Tech Portal
Changing your Presence
"Pre-Ticket Chat" Feature
"Call me Back" Feature
Client Portal : Getting Started
Creating a Ticket from the Client Portal
Submitting a Generic Ticket
Creating a Chat Session from the Client Portal
Viewing Chat History from the Client Portal
Quotes & Invoices
A walk through all the fields available in DeskDirector forms
Logging in to DeskDirector Workflow
Deskdirector - Sign up walk through
DeskDirector Roles and Permissions
Tickets & Chats
Notifications & Broadcasts
Custom Forms & Request Types
Custom Email Templates
Surveys in DeskDirector
Approvals in DeskDirector
Advanced Authentication. No password, Single Sign On, MFA and beyond?
BiggerBrains & Learning Center
Other DeskDirector Features
Ticket Dynamic Contents
How Tos & FAQs
APIs and Integration
ConnectWise SOAP API credential
Creating an Integrator Login in ConnectWise (SOAP API)
Creating a ConnectWise RESTful Integrator API Key
Autotask integration major update 2022
ConnectWise Member Impersonation
Autotask Resource Impersonation
Creating an integrator API resource in Autotask
Autotask 2020.3 integration (API) resource migration
Third-party integration with DeskDirector
How User Authentication works in DeskDirector
Setting/Resetting a Contact's Password
Logging in with Active Directory
Desktop Portal v4 Installation - For the Legacy App
Diagnosing DeskDirector Desktop Portal Issues
Diagnosing automatic login issues (ActiveDirectory) using the DDGetSID CLI tool
Antivirus Blocking DeskDirector Portal Installation
Troubleshooting your DeskDirector Portal installation
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
Instance & Account Queries
Setting up your custom domain
Contact Limits FAQs
Finding out what server your DeskDirector instance is on.
How search works in DeskDirector products
Portal and User Issues
User can't log in
DeskDirector Portal Browser Support
Contact can't login portal, the contact is missing in admin console but it is in ConnectWise
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"
How do I add Tech Members/Contacts/Companies to my DeskDirector instance?
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?
User can't see "All Tickets" option
Tickets are missing in DeskDirector but they are on my PSA
My customer is seeing deleted tickets in portal
Ticket Description missing on ConnectWise emails
Top 10 Request Types
Generic vs Customized Request Types
Desktop Portal (Installed client) Vs. Web Portal (Web Client)
Common WuFoo errors
Changing the Summary of Wufoo Tickets
Creating your first Wufoo form
Adding Wufoo Forms To Request Support
Getting started with WuFoo Forms
Debugging Your Wufoo Integration
Switching PSA or merging with another CW/AT instance
How to Allow Time Entries for StreamlineIT Members
Essential and Dynamic Plan Breakdown
Subscribing to Chat Webhooks
Portal Deep Linking
Webhook Example with Zapier
Chat Session Payload
Legacy URL Linking in DeskDirector
Get started with portal extension page demo
Dynamic content based on logged in user
Exporting Portal Usage
TimeZest integration with DeskDirector
Troubleshooting Connectwise/Autotask-related integration issues
Portal Release Notes - Windows/macOS
Differences Between different Desktop Portal version
Portal Release Notes - Web Client
Release Notes in the Admin Portal
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Pre- Requisite - Unblock application in Teams Admin Portal
Installing the Microsoft Teams App (Tech)
Setting up a Tags for Teams Discussions (Tech)
Setting up DeskDirector for Microsoft Teams for your clients (Client mode)
Setting up Content Security Policy (CSP)
Branding the DeskDirector Teams App
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Updated by Edcel Ceniza
Procedure to Install Desktop App - Version 5
Installation using the installer package
- Download evergreen standalone WebView2
- Download package from admin portal (Do not download MSI, MSI is only for people who are familiar with advanced installer concepts).
- Ensure .NET Desktop Runtime 6.0 (at least 6.0.2) is installed on target devices.
- Install WebView2 for given machine. Try install for everyone of that machine.
- Unzip whole package zip file under a folder
- Navigate inside the folder, you will see 4 files.
- MSI installer
- favicon.png which is your portal's default favicon.
- logo.png same as favicon, it is your portal's default.
- appsettings.json for individual customization of installation.
- Run the MSI file. It will install the desktop app.
Custom Installation using the MSI Installer
With version 5, you can modify the portal name, favicon and logo as you wish. The package installer is to provide a shortcut and simplifies the installation process. You can change favicon and logo files, as long as they are proper PNG format. (do not change JPEG image's extension to PNG. This is actually a common issue that repeatedly occur.)
"PortalName": "Support portal",
- Homepage: We recommend using your DeskDirector subdomain, since it will remain with the server as long as you are with us. If you use a custom domain, the desktop application will need to be redeployed every time the domain changes.
- PortalName: The shortcut name or application name that appears in the installed apps section.
- CompanyName: The start menu folder name.
- TechPortalMode: This should always be false. The flag allows the tab system in the application and also includes TECH-specific features, such as which menu item will be added to the system tray.
You can change the above settings or images before or after installation. If you customized any of them after installation, you can hit MSI again for repair.
- To disable app auto-start, set the ENABLEAUTOSTART parameter to 0(zero). Usage example:
msiexec /i "ddtech.msi" /L*V "install.log" ENABLEAUTOSTART=0
How to roll out version 5?
You can split the installation into 3 separate roll out tasks:
- Roll out .NET Desktop Runtime 6.0 (at least 6.0.2).
- Roll out WebView2 evergreen browser under machine wide installation. Different to Electron, where you are required to install electron for each application installation. WebView2 can serve any application that depends on it. Thus, our installer is not bundled with WebView2.
- Roll out desktop portal version 5. You can have script to dispatch and unzip package for given machine, then install by execute MSI. We will not provide download link for package, you can host your package under AWS S3 or Azure Blob storage.
If you want to automate installing the Desktop Portal v5, follow this guide.
Desktop v5 common installation issues
Missing appsettings.json error
This app settings file appsettings.json specifies the important settings of the desktop portal that is being installed, e.g. the portal branding name and the server endpoint of your DeskDirector instance. Please make sure the file exists in the same folder as the installer.
Note that when the installer package is downloaded from the Admin portal, the appsettings.json file is automatically created in the package. Please unzip the package first. Go inside the directory where the files are extracted, then attempt the installation of the app from there.
The error normally triggers if the installer is clicked from inside the zip file, thus, it does not see where the physical location is of the appsettings.json file.
Missing favicon.png or logo.png error
The branding icon files favicon.png and logo.png are required when installing the Client portal, please make sure they are in the same folder as the installer. When installing the Tech portal, these files are optional.
If installing the desktop app using the package, please unzip the package first. Go inside the directory where the files are extracted, then attempt the installation of the app from there.
The error normally triggers if the installer is clicked from inside the zip file, thus, it does not see where the physical location is of the favicon file.
.Net Core Needed
V5 of the desktop app runs on WebView2 and requires .NET Desktop Runtime 6.0 (at least 6.0.2) to be successfully installed. Please install it beforehand. You may open your computer's command prompt and run
dotnet --info to confirm if the correct version is installed.
Is there a way for .NET and/or WebView2 to be packaged with the installer so we can easily deploy it?
As of the moment, there is no plan to bundle them with our installer. They must first be installed to the machine before the DD installer can be installed successfully.
Other installation issues
Please check the logs in the following folders in the machine that is having issues, if you contact us for support please also attach the log files.
For Client portal
For Tech portal
No installation logs
If the installation of the desktop app is failing, and there are no logs in the directory mentioned above, you can create Windows installation logs.
Please follow this guide on how to create installation logs.
When are you fully deprecating v3 and v4 of the desktop portal?
v3 has already been deprecated, while v4 is aimed for December 2022.