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- Integrations ConnectWise
Getting Started with DeskDirector
Deskdirector - Sign up walk through
Managing your DeskDirector Subscription
Logging in to DeskDirector
Automatic Contact Creation
What is the DeskDirector Admin Portal?
What is the DeskDirector Tech Portal?
What is the DeskDirector Client Portal?
DeskDirector Roles and Permissions
Feature Configuration for PSA Integrations
Tickets & Chats
A walk through all the fields available in DeskDirector forms
Getting Started with Custom Branding
Getting Started with Custom Email Templates
Getting Started with Surveys
Notifications & Broadcasts
Getting Started with the Menu System
BiggerBrains & Learning Center
The Developer Corner
Embedding Help Page Media
Permissions in DeskDirector
Managing Contacts
Tickets Access
Profile Pictures
Office Hours
How User Authentication works in DeskDirector
Managing Members/Resources Profile
Enabling Master Admin
Top 10 Request Types
Using Markdown
Desktop Portal (Installed client) Vs. Web Portal (Web Client)
Managing Company Accounts
Monitoring Portal Usage
Service Radar
DeskDirector Desktop Portal
Main Tabs vs Ticket Tabs
Auditing and Analytics
Tech Portal Board/Queue Access Configuration
Features
Portal Customization
Service Catalogue
Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Dynamic Content
Communication
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
Login & Authentication
User Groups
Approvals
Task Lists
Easy Integrations
Analytics
Other DeskDirector Features
Ticket Dynamic Contents
The Learning Center
Webhooks
Events & Workflows
Group Tags
Custom Domains
File Storage
Integrations
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
ConnectWise
ConnectWise
ConnectWise Quotes & Invoices
StreamlineIT for DeskDirector Tech Portal
Setting up ConnectBooster integration
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter Link to Opportunity
ConnectWise - Avoid Aggressive Notifications
AutoTask
How to configure QuoteWerks integration
About the QuoteWerks Integration (FAQ)
How to Configure Wise-Pay Integration
TimeZest integration with DeskDirector
BiggerBrains
Logging the ConnectWise API
OneNote Notebooks
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
Troubleshooting
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
Troubleshooting
APIs and Integration
ConnectWise Member Impersonation
Autotask 2020.3 integration (API) resource migration
Third-party integration with DeskDirector
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
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?
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Tickets & Chats - Common Issues
Contact & Service Agent Impersonation
ConnectWise Integration - Common Issues
Diagnose Entities Tool
PSA 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
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
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
ConnectWise
ConnectWise
This article goes into detail on how to setup and configure DeskDirector to integrate with ConnectWise PSA.
ConnectWise Quotes & Invoices
In this article, we cover the quotes and invoices functionality in DeskDirector available to our ConnectWise partners.
StreamlineIT for DeskDirector Tech Portal
Streamline IT members can use the DeskDirector Tech Portal just as a normal member can, however, there are a few restrictions we place on these users. This article will detail the restrictions on the…
Setting up ConnectBooster integration
The screenshots of the video above are from the old admin console, but the steps should be roughly the same. To start with the ConnectBooster integration, just login to your admin console and head to…
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
If you use ConnectWise Sell's Order Porter solution DeskDirector will automatically navigate the user to the Order Porter page of a quote when they open the opportunity in DeskDirector. There are tim…
Adding ConnectWise Sell (previously Quosal) Order Porter Link to Opportunity
DeskDirector uses a link added to an Opportunity in ConnectWise to show the corresponding Order Porter. Quosal Create adds this link automatically while Quosal Sell does not. The details below explai…
ConnectWise - Avoid Aggressive Notifications
When the "Avoid aggressive notifications" setting is turned ON, we allow ConnectWise to decide whether or not to send an email notification for each change made to a ticket or ticket note. This means…
