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 2 months 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 2 months ago by Andrew Lahikainen

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