- All Categories Advanced Use
Getting Started with DeskDirector
Service Catalogue
Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Dynamic Fields
DeskDirector Forms - Dynamic Fields Implementation Example
DeskDirector Forms - Sections and Conditionals
DeskDirector Forms - Embed content
DeskDirector Forms - Replace Summary Field with Title Automation
DeskDirector Forms - Dynamic content
DeskDirector Forms - Field value format for automation
Service Catalogue
Service Types
Service Groups
Enable or Disable the 'Something Else' Option
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
Tickets & Chats
A walk through all the fields available in DeskDirector forms
Getting Started with Custom Branding
Getting Started with Custom Menus
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
Managing Members/Resources Profile
Enabling Master Admin
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
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
Real-Time Chats
Macros
Menus
Menu Items
Notifications
Email Notifications
Email Template Engine
Surveys
Broadcasts
Custom Branding
Easy Integrations
Analytics
Other DeskDirector Features
Ticket Dynamic Contents
The Learning Center
Webhooks
Workflows
Group Tags
File Storage
Integrations
ConnectBooster
Wise-Pay
QuoteWerks
ConnectWise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter Link to Opportunity
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
AutoTask
StreamlineIT for DeskDirector Tech Portal
ConnectWise
ConnectWise Quotes & Invoices
TimeZest integration with DeskDirector
ConnectWise - Avoid Aggressive Notifications
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 2019.5+
Autotask integration major update 2022
ConnectWise Member Impersonation
Autotask Resource Impersonation
Autotask 2020.3 integration (API) resource migration
Third-party integration with DeskDirector
Authentication
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
Setting up your custom domain
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?
Other Articles
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
Advanced Use
DeskDirector API
DeskDirector provides a set of generic and platform APIs for you to integrate with. It allows you to trigger workflows based on Webhooks (such as ticket status changes), add ticket notes on behalf of…
Subscribing to Chat Webhooks
DeskDirector can call webhooks whenever a chat session is created or updated. This is a really powerful way to customize your chat workflow. The following steps assume you already have an http endpoi…
Portal Deep Linking
This article discusses our new Deep Linking system which requires Portal V2 to be turned on for your clients. To read about the legacy URL linking for Portal V1, click here. What is Deep Linking?. De…
Webhook Example with Zapier
In this article, we will be running over a simple example of leveraging Webhooks with Zapier. Although the free tier has limitations, signing up for a Zapier account is great to use for testing. Exam…
Chat Session Payload
This is the chat session payload interface you can expect from the New Chat Session or Chat Session Status Changed webhooks (written in TypeScript ): Note that webhooks return arrays in general. So t…
Get started with portal extension page demo
In this article, I will demonstrate how to setup sample extension page. By going through this process, you should have more detailed view on how access_token works and how it can help identify given…
Dynamic content based on logged in user
There are scenarios, where you want to display customized content for your customer or you have created an awesome internal website that you want to share inside DeskDirector portal, but you only wan…
Clean Tickets
One of the most annoying things to deal with when working on tickets that arrive from an email connector is the amount of clutter present in a typical email. You have things like Microsoft safelinks,…
Exporting Portal Usage
Monitoring your clients' portal can be easily done from the admin console ( see : Monitoring Portal Usage ). You may also download the portal usage data using the DeskDirector API. We have several AP…
