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
Enable Passwordless in the Admin Console
The Passwordless feature is used as a backup if Active Directory login fails. It allows users to log in without needing a password. All they need is an email address.
To enable the Passwordless feature, head to the Passwordless page under the System > Passwordless
Simply tick the 'Enable Passwordless' box and Save Settings. From this screen you can also change the Default Application Name DeskDirector will reference in the email to the client (e.g. Awesome MSP Portal). DeskDirector will however automatically use the DeskDirector name you have configured at the client in this email.
This is also where you configure the email address and display name from which the email to the client with a token will be sent. This could be a valid address or a "no-reply" type address, up to you.
Set up Company Domain
Passwordless supports adding the email domain[s] for that client. This will be used as a method to determine which company the user works for and is critical in ensuring contacts are created under the correct company/account in your PSA if we cannot find a contact with a matching email address.
- For each of your clients, under the Company Configs tab, search for their company, and click their name.
- In the window that follows, enter their email domain (e.g. deskdirector.com) and click Add then save. You can add multiple domains for a company if required.
That's all you need to do to enable Passwordless.
3. User Log In Process
After completing step 2, when users that haven't logged in previously next open the client (v14.3 or greater) they will be given a dialog to enter their email and Request a login token.
- They enter their email address here
- Then click Request Token.
- An email will be sent to that email address with a temporary token.
- They can either click Login Now from the email, or copy the token and paste it into the login dialog. The token only lasts 10 minutes, so make sure they need to complete this step quickly to ensure there are no issues.
- If the token never arrives or expires they can click Resend token
Once this is completed the user will be logged in and will no be prompted to login again.
4. User login flow diagram
The diagram below shows the login process when Passwordless is enabled.
Note the importance of having an email domain or Domain SID configured for your clients to ensure they are always able to login regardless of whether they exist in your PSA or not.