Getting Started with DeskDirector

Admin Console

The DeskDirector admin console is where all the magic happens. This is where you integrate, manage, and configure stuffs.

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63 articles by 5 authors

Tech Portal

The DeskDirector tech portal is where your technicians login to manage support requests from your clients.

Client Portal

The DeskDirector client portal is where your customers submit their requests and interact with technicians either via tickets or chat requests.

Deskdirector - Sign up walk through

26 STEPS 1. This video will take you through the purchasing process from BUY NOW to a running server ready for syncing & configuration. The first step is to open the DeskDirector home page ( www.desk…

Warwick Eade
Updated by Warwick Eade

Logging in to DeskDirector

Gives a brief walk through on the login process for DeskDirector. Includes information on OAuth, automatic contact creation, and a demonstration of what users will see when logging in.

Niamh Ferns
Updated by Niamh Ferns

Tickets & Chats

Getting Started with Tickets & Chats. There are 2 main ways that clients interact with technicians in DeskDirector: via tickets and chats. In both options, contact can be initiated by a service agent…

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DeskDirector Roles and Permissions

Access to most features and settings in DeskDirector are controlled via member/resource roles and permissions set for them. In this KB, we detail the specific permissions set for every DeskDirector r…

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A walk through all the fields available in DeskDirector forms

DeskDirector forms offer a range of fields to customize your service request forms, including text boxes, dropdown menus, checkboxes, attachments, and more. Tailor your forms to fit your business nee…

Warwick Eade
Updated by Warwick Eade

Getting Started with Custom Email Templates

You can bring the DeskDirector experience right into the mailbox with stunning email notifications. You can create personalized, fully responsive and custom-branded email templates using our powerful…

Niamh Ferns
Updated by Niamh Ferns

Getting Started with Surveys

Customer satisfaction is at the core of support experience, and surveying for your customers' experience helps you measure their satisfaction and how you can improve the services and products you offer. High levels of customer satisfaction are strong indicators for client loyalty and retention and a great tool to lure in new customers. Additional information of why a customer liked their experience helps businesses plan how they can recreate that experience moving forward.

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Notifications & Broadcasts

This article covers briefly what the notifications and broadcasts features are in DeskDirector. It lets users know what they are and where they can read more information.

Niamh Ferns
Updated by Niamh Ferns

BiggerBrains & Learning Center

Learning Center. The Learning Center is a great way to educate your clients and share documents with them. You can also link to videos and files hosted online. Check out our article on the Learning C…

Niamh Ferns
Updated by Niamh Ferns

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