Client Security/Permissions Configuration

​Contact Permissions

Read the legacy documentation here. Contact Permissions - ConnectWise.. Contact Permissions - Autotask.. Global Permissions. Global permissions apply to all of your contacts and have the lowest prior…

Updated 3 weeks ago

Client Security (Autotask)

The Admin Console allows you to set very specific filters in regards to what your clients can see and access. This article will guide you through setting up the filters for their tickets and permissi…

Updated 1 year ago

Contact Impersonation

While setting up a new client with DeskDirector one of the biggest questions you may have is "what is this going to look like for this client?". Previously, you would have had to set (or reset) a pas…

Updated 1 year ago

Portal Access (ConnectWise)

Read the legacy documentation here. The Admin Console allows you to set very specific filters in regards to what your clients can see and access. This article will guide you through setting up the fi…

Andrew Lahikainen
Updated 3 weeks ago by Andrew Lahikainen

How Additional Access works

Additional Access is a feature that allows you to give specific contacts access to other companies, or other contact's tickets. This setting will override the all Tickets permission, so if you want t…

Updated 1 year ago

Contact