Getting Started with DD Chat
"Pre-Ticket Chat" Feature
"Call me Back" Feature
Creating a Chat Session
Handling Chat Requests
Changing your Presence
Subscribing to Webhooks
Viewing Chat History
Getting Started with Broadcasts
Who Can Send a Broadcast
Sending a Broadcast
DeskDirector Forms and Request Types
Importing Wufoo Forms to DD Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Webhooks
Setting up Request Types
DeskDirector Forms - Dynamic Fields
Request Type Ordering
Enable or Disable the 'Something Else' Option
DeskDirector Forms - Sections and Conditionals
Ticket Title Automation
Bigger Brains - How to allow access to your clients
Useful Learning Center Tips - Adding files from Google and Dropbox
Getting Started with the Learning Center
How to change the name of the Learning Center
Learning in DeskDirector
Quotes & Invoices
Branding & Customization
Get Started with Email Template Engine - DeskDirector
HTML Email Templates - ConnectWise
HTML Email Templates - Autotask
Avatars in DDPortal
DeskDirector Web Branding
Theming in DeskDirector
New Features and UI Designs
Enabling OAuth for DDPortal
How User Authentication works in DeskDirector
Diagnosing Automatic Login Issues
Logging in with a Username + Password
Logging in via URL
Logging in with Passwordless
Logging in with Active Directory
Adding Media to Play When First Launching the Client
The Flag feature (CW Only)
"Ensure VIP ticket's priority" Feature
Setting Up and Using the VIP Priority
FastTrack in DeskDirector
Contact Creation Rule
Customer Closed Tickets.
Change Ticket Status when Customer Adds Note
Portal for Windows
Getting Started with DD Portal
Installing DD Portal
Diagnosing login problems using the new DDGetSID CLI tool
Uninstall Script for DDPortal
DD Portal for Windows: LabTech Deployment Guide
DD Portal For Windows: N-central/N-able Deployment Guide
Troubleshooting your DeskDirector Portal installation
Differences Between Portal for Desktop v2 and v3
Portal for Mac
Account & FAQ
Portal and User Issues
Instance & Account Queries
Logging into the Admin Console.
3000 contact limit FAQ
The Admin Console Dashboard
Adding and removing features from your DD Portal Advantage plan
Finding out what server your DeskDirector instance is on.
Enabling Master Admin
Creating an Integrator Login in ConnectWise (SOAP API)
Top 10 Request Types
Getting Started - Admin Console
Frequently Asked Questions
Creating a ConnectWise RESTful API Key
CSV Reporting Tool
Generic vs Customized Request Types
DDPortal (Installed client) Vs. DDWeb (Web Client)
Creating an integrator resource in Autotask
My customer is seeing deleted tickets in portal
Contact can't login portal, the contact is missing in admin console but it is in ConnectWise
Connectwise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter link to opportunity
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
Portal Release Notes - Windows/macOS
Portal Release Notes - Web Client
Advanced Use Case
Updated by Andrew Lahikainen
Menus are used to gather together Menu Items into an ordered list. You can search, modify, create and delete Menus from the Menus page inside your Admin Console. Menus exist independently from the Companies and Contacts you will assign them to.
Initially, you will only have the "Default" Menu. This Menu is a global catch-all which users will see when there isn't another menu assigned at their Company or Contact level.
Creating and Editing Menus
Every menu contains our set of Native Menu Items by default which cannot be removed.
You are able to search through the Menu Items you have already created, adding them to your menu and re-ordering them.
Portal Landing Page
The first item in any Menu will automatically become the Landing Page.
This will be the first page a user sees when they open the portal, unless you have deep-linked elsewhere in the application. The top menu item will also look slightly different from other menus items in order to differentiate it and give it emphasis.
The top item in the menu should always be the one which is most relevant to the target company or user. For most users, this will be the 'Create Ticket' page, but for some users it might make more sense to show them the Invoices page straight away.
Assigning Menus to Companies and Contacts
The menu system uses a Cascading Override approach to configuration. The global Menu will be overridden by any Company level Menu which itself will be overridden if a Contact level Menu is configured. We recommend that you progressively define more specific Menus as you need them. Starting with the Global Menu, then Menus for specific companies and finally Menus for specific contacts as required.
You will need to find the Company or Contact you wish to configure a Menu for on the Companies or Contacts page. Navigate to the Menu tab where you will see some information about the currently applied menu. Choose the option to override this and select a Menu from the dropdown and click Save.
As always, when making configuration changes that affect the Portal, it is a good idea to impersonate a contact to check things are displaying as expected.