Admin Essentials

​Release Notes

Catch up on the latest weekly release in the Admin Portal and find out where you can review our release notes.

Niamh Ferns
Updated by Niamh Ferns

​Permissions & Feature Configuration (Tokity)

The DeskDirector Admin Portal 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 permissions. In this article, we go into how you can configure these settings when using DeskDirector with the Tokity backend. You can filter which queues (tickets) will be shown on the DeskDirector Portal. These filters can be set at a global, company, and contact level. Company-level filters override Global Settings, which in turn override Contact filters. The same applies to Permissions, which are also set from the Global Settings within the Admin Console.

Niamh Ferns
Updated by Niamh Ferns

Permissions & Feature Configuration (ConnectWise/Autotask Partners)

Here we dive into feature configuration in DeskDirector for defaults, approval statuses, and more. This article is only relevant to our partners using ConnectWise or Autotask backend PSA for DeskDirector.

Niamh Ferns
Updated by Niamh Ferns

Automatic Contact Creation

This article covers how automatic contact creation works in DeskDirector and goes into detail on the various options for how users can be authenticated.

Niamh Ferns
Updated by Niamh Ferns

The Developer Corner

This article covers how to get set up with an API key, where to start with Webhooks, and configuration for CORS.

Niamh Ferns
Updated by Niamh Ferns

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