Features
Login & Authentication
Here we discuss the various login and authentication options in DeskDirector. This includes how to set up things like automatic login and SSO, as well as some frequently asked questions.
Custom Branding
You can easily define branding for your portal (web and desktop) from the DeskDirector admin console. In this article we will explain how to set them up and where they will be used. The DeskDirector…
User Groups
User Groups Overview. Every company or organization will have different ways that they group their users. This may be into department, pods, by job role, or even by location. Initially, grouping in D…
Approvals
This article covers how to set up and use the approvals feature within DeskDirector. This feature allows end users and clients to have some control over their tickets by approving/declining certain requests before they make it to service agents.
Menus
If you are switching to the the Menu system on: The new menu system comes with a few changes to the Portal UI which you may wish to communicate to your customers beforehand. Read more about these cha…
Menu Items
Menu Items. Read more on Menus.. Menu Items are used to describe content which can then be placed into a Menu. They are created and exist independently from the Menus which use them. Modifying an exi…
Notifications
This article gives an overview of notifications in DeskDirector and goes into detail on how to set them up, why you may need them, and what benefits they can bring.
Email Notifications
Here we dive into email notifications in DeskDirector. This article covers how to set up mail delivery accounts, how to send emails from DeskDirector, and the different types of notification events that can trigger emails.
Email Template Engine
DeskDirector provides a powerful email template engine that can be used to customise the emails that get sent out for your email notifications. You can also use these templates to create emails directly in Power Automate via the DeskDirector Power Automate Connector.
Surveys
This article gives an overview of creating and managing surveys in DeskDirector.
Broadcasts
This article provides an overview and explanation of the broadcasts feature in DeskDirector. This featue allows DeskDirector admins to create and manage mass notifications that can be sent to all or a subset of the companies in their DeskDirector instance.
Easy Integrations
Aside from the current built-in features, DeskDirector is very extensible with it easy integration to other services. Invoices and Quotes in DeskDirector work straight out-of-the box for ConnectWise…
Analytics
We are obsessed with numbers and we know you are too, this is why we have built-in several analytics to DeskDirector. Portal Usage Analytics. You can easily monitor and see the usage of your DeskDire…
Other DeskDirector Features
Macros. This feature allows techs to automate certain actions on a ticket, such as standardized replies. Learn more about it here: Getting Started with Macros Publishing. Publishing in DeskDirector i…
Ticket Dynamic Contents
Ticket dynamic content is similar to dynamic field and dynamic content , it is available for both client portal and TECH portal. You will required to design your own API end point for our portal to h…
The Learning Center
In this article, we give a brief overview of the Learning Center in DeskDirector and explain how to set it up. The Learning Center allows you to share learning materials with your clients in an easy, centrally located way.
Task Lists
This article gives an overview of Task Lists in DeskDirector and dives into how to add, update, delete, and make use of your Task Lists.
