Getting Started with DeskDirector
DeskDirector Portals
Managing Your Account
Admin Essentials
DeskDirector Features Overview
In this article, we provide an overview of all the features offered in DeskDirector to get you up and running quickly.
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.
Desktop Portal Version Differences
Here we dive into some of the differences between the current version of the DeskDirector Desktop Portal and prior versions.
User Profiles & Profile Pictures
Gives a brief explanation on how users can change or add a profile picture for either their contact or service agent.
Office Hours
This article covers setting up and using office hours in DeskDirector.
Using Markdown
Markdown is a lightweight markup language which allows you to write in an easy to read format which is then converted to valid HTML. DD Portal 2.0 will allow you to utilize markdown in your tickets (…
How Searching Works
In this article, we give an overview of searching within DeskDirector and how your search teams are split and tokenized for further processing.
Embedding Help Page Media
In this article, we dive into how to set up a help page with custom embedded media that you can use to assist users when they first use DeskDirector.
Get started with the DeskDirector Power Automate Connector
Getting Started with the DeskDirector Power Automate Connector. Prerequisites. Before you can get started with our Power Automate Connector , you need to meet the following requirements: Have the cor…
