Troubleshooting

APIs and Integration

These articles will tackle on common issues and questions about third-party APIs and integrations

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6 articles by 1 author

Authentication

Information and guides about authentication on DeskDirector

Desktop Portal

These articles houses information regarding setting up the DeskDirector Desktop portal and common issues encountered with it

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5 articles by 2 authors

Instance & Account Queries

These articles answers questions about your DeskDirector account/instance.

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4 articles by 2 authors

Portal and User Issues

These articles discuss about the DeskDirector portal and any issues relating to it.

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12 articles by 2 authors

Other Articles

Some generic articles relating to DeskDirector.

​Troubleshooting via Web Developer Tools

This article covers how to troubleshoot issues from the networking tab and how to generate an HAR file when receiving support from the DeskDirector product support team.

Niamh Ferns
Updated by Niamh Ferns

Login & Authentication - Common Issues

This article covers troubleshooting for common authentication and login issues in DeskDirector

Niamh Ferns
Updated by Niamh Ferns

DeskDirector Desktop App - Installation Issues

This article covers troubleshooting common issues with the DeskDirector Portal desktop application.

Niamh Ferns
Updated by Niamh Ferns

Tickets & Chats - Common Issues

This article covers some more common issues that people run into with tickets and chats in DeskDirector.

Niamh Ferns
Updated by Niamh Ferns

ConnectWise Integration - Common Issues

This article covers troubleshooting for notifications and email issues in DeskDirector.

Niamh Ferns
Updated by Niamh Ferns

Approvals - Common Issues

In this article, we dive into some of the common issues people run into with the approvals system in DeskDirector and how you can address them.

Niamh Ferns
Updated by Niamh Ferns

Switching PSA or merging with another CW/AT instance

On instances where you will need to switch PSAs (CW to AT or vice versa), or are merging with or acquiring another company and will need to merge your PSA - making sure your DD instance queries the r…

Updated

How to Allow Time Entries for StreamlineIT Members

By default, adding time entries on tickets is disabled for StreamlineIT members. However, this can be easily enabled on from their own profile in the Tech Portal. All that is needed is for the Streamline IT member to login to the DeskDirector Tech Portal and click on the Settings tab, which should open a page that looks like this.

Updated

Email & Email Delivery - Common Issues

Every now and then, you or your customers may encounter issues with DeskDirector's email delivery system. You can easily troubleshoot such issues using the "Delivery History" section of the admin portal. This section contains logs of every emails sent from our system, including delivery attempts that failed.

Niamh Ferns
Updated by Niamh Ferns

Essential and Dynamic Plan Breakdown

Before the switch to the "Precious Metals" plans (Silver, Gold and Platinum) in early 2021, the plans available were Essential and Dynamic Plan.Majority of DeskDirector customers (as of Nov 2021) are…

Updated

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