Admin Essentials
Enabling Master Admin
There are several roles in DeskDirector that can be assigned to a member/resource, each with different set of permissions (related: DeskDirector Roles and Permissions ) A Master Admin is a user of yo…
Permissions in DeskDirector
The DeskDirector admin console 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 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 for Permissions, which are also set from the Global Settings within the Admin Console.
Tickets Access
Here we discuss how to configure different levels of ticket access for your contacts and Service Agents.
Release Notes
We are always improving DeskDirector. In fact, we have had released updates & enhancements every week for the last 5 years. Here's how you can keep informed about these updates and suggest new ideas yourself
Tech Portal Board/Queue Access Configuration
Much like how it's possible to grant/restrict ticket access for clients in the Client Portal , access to queues/boards can also be finetuned for your technicians. Global Settings. This determines the…
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…
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.
Feature Configuration for PSA Integrations
Here we dive into feature configuration in DeskDirector for defaults, approval statuses, and more.
The Developer Corner
This article covers how to get set up with an API key, where to start with Webhooks, and configuration for CORS.
Monitoring Portal Usage
This article gives a brief explanation on how to use the Admin portal for monitoring portal usage.
