Getting Started with DeskDirector
Admin Console
Admin Console : Getting Started
Portal
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Profile
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Tickets
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Portal Permissions in DeskDirector
FastTrack in DeskDirector
Setting Up and Using the VIP Priority
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Service Catalogue
Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Dynamic Fields
DeskDirector Forms - Dynamic Fields Implementation Example
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DeskDirector Forms - Replace Summary Field with Title Automation
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DeskDirector Forms - Field value format for automation
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DeskDirector Desktop Portal V5
Tech
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Default Board and Source
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Tech Portal : Getting Started
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Getting Started with DeskDirector Chat
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Changing your Presence
"Pre-Ticket Chat" Feature
"Call me Back" Feature
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Client Portal : Getting Started
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Creating a Chat Session from the Client Portal
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Tickets
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Deskdirector - Sign up walk through
Managing your DeskDirector Subscription
Logging in to DeskDirector
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Tickets & Chats
A walk through all the fields available in DeskDirector forms
Getting Started with Custom Branding
Getting Started with Custom Menus
Getting Started with Custom Email Templates
Getting Started with Surveys
Notifications & Broadcasts
BiggerBrains & Learning Center
Getting Started with the Learning Center
Features
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Ticket Dynamic Contents
The Learning Center
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ConnectBooster
Wise-Pay
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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
Getting Support for the DeskDirector Connector for Power Automate
AutoTask
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BiggerBrains
Logging the ConnectWise API
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Setting up Content Security Policy (CSP)
Installing the Microsoft Teams App (Tech)
Setting up Tags for Teams Discussions (Tech)
Setting up DeskDirector for Microsoft Teams for your clients (Client mode)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
User Groups Integration with Microsoft Teams
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Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for Tech Users
Release Notes - DeskDirector Teams App
Contact Support
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ConnectWise 2019.5+
Autotask integration major update 2022
ConnectWise Member Impersonation
Autotask Resource Impersonation
Autotask 2020.3 integration (API) resource migration
Third-party integration with DeskDirector
Authentication
Desktop Portal
Diagnosing DeskDirector Desktop Portal Issues
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?
Other Articles
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Tickets & Chats - Common Issues
ConnectWise Integration - Common Issues
Approvals - Common Issues
Troubleshooting via Web Developer Tools
Switching PSA or merging with another CW/AT instance
How to Allow Time Entries for StreamlineIT Members
Email & Email Delivery - Common Issues
Essential and Dynamic Plan Breakdown
Advanced Use
Generative AI
DeskDirector with Generative AI
Setting up AI Service Providers
AI Assistants in DeskDirector
Custom Tools for AI Assistants
Knowledge Bases for AI Assistants
Ticket Summary for Tech Portal
DeskDirector API
Subscribing to Chat Webhooks
Portal Deep Linking
Webhook Example with Zapier
Chat Session Payload
Get started with portal extension page demo
Dynamic content based on logged in user
Clean Tickets
Exporting Portal Usage
TimeZest integration with DeskDirector
Troubleshooting Connectwise/Autotask-related integration issues
Security
Glossary
Release Notes
Client Portal
Server
Tech Portal
Portal Release Notes - Windows/macOS
Differences Between different Desktop Portal version
Portal Release Notes - Web Client
Release Notes in the Admin Portal
Archived
Table of Contents
- All Categories
- Features
- The Learning Center
The Learning Center
Updated
by Niamh Ferns
Learning Center Overview
The Learning Center is a great way to educate your clients and share documents with them. You can also link to videos and files hosted online. In this article, we'll show you what the Learning Center looks like and how to configure it to fit within your DeskDirector instance.
This article will just specifically discuss how the Learning Center looks/behaves in the client portal. Learning Center is a native menu item in DeskDirector, so it is very likely to appear in a client's portal, assuming a Learning Center permission is enabled for them.
Here you can see the Learning Center in action:

- Any user who has been given the Learning permission via the Admin Console will be shown this module in DeskDirector
- Microsoft learning materials are setup as a starting point.Please note, we do not maintain the links. We are giving this as an example. You can replace with your own learning materials or update the Microsoft learning links.
- Customized learning categories can be created on per client basis using the DeskDirector Admin Console.
Setting Up the Learning Center
To get started, login to the Admin portal and head over to Portal
> Learning Center
.
Creating Learning Center Category and Items
You can think of Categories as the folders that contain individual Learning Center pages. We provide everyone with some Microsoft examples to get them going - you can of course change or delete these if you wish.
Insert a New Category
To insert a category:
- Click the Add Category button
- Enter a Category name that you want your clients to see
- Click Create.
Add/Update/Delete Items in a Category
To a modify or add items:
- Open the category you wish to add the items to
- Click on the Items tab (This tab contains all the learning items in the current category.)
- Make any desired changes:
- To add an Item, Click Add Learning to open the new item screen then fill in the needed information.
- To edit an item, click on the name of the learning item. This will take you to a new screen to edit the details.
- To delete an Item, simply click Delete in the edit item screen, and when the pop up screen appears, click Ok.
- To set up who can view the learning center, click on the Filters tab. You can specify a company or contact in this tab.
Setting up Learning Center Access
To set up the Learning Center, head over to your Admin Console under Portal
> Settings
. On this page, under the Permissions tab, simply select Learning and add it to the list of global permissions. This will enable Learning for all your clients:

You can finetune access further by setting permissions in the company or contact level.
Set up Category Filters
Any user who has been given the Learning Center permission via the Admin portal will be shown this module in DeskDirector. You can create Categories that can only be seen by particular clients. This can be done in the Learning Center.
- Click on the Category you want to add a filter for to open the Category Settings page
- Click on the Filters tab.
On this screen, you can add/remove entries to Company Filter or Contact Filter. Click on the + icon to add companies/contacts from a pop-up. To remove companies/contacts, just click the checkbox beside there name and click the delete icon.
Change the Learning Center Name
To change the name for the Learning Center, open your Admin portal and head to Portal
> Menu System
> Menu Items
. In the default menu items, you'll see one for the Learning Center. When opening, you can change the name and icon:

External File Hosting
DeskDirector's Learning Center can cater to files hosted in file repositories like Dropbox, Google Drive and others.
Getting the link from Dropbox
- Right click the file you want to share in Dropbox and select Share Link
- Chose Get link and it will be copied to the clipboard
Getting the link from Google Drive
- Right click the file you want to share in Google Drive and select Share
- Change sharing settings and copy link
- Change Who has access to Anyone who has the link can view
- Copy the link
Add Your External Item
Edit the Learning Center item you want to use the Dropbox/Google Drive file to, and paste the link into the Hyperlink field:

Test your Learning Center item and you should be all set!
Frequently asked questions:
"Why are some links on the sample Microsoft learning materials not working?"
The MS learning materials are setup as a starting point and we do not regularly check if the links are working. We are giving them to you as an example. You can replace them with your own learning materials or update MS learning links manually.