Permissions

​Portal 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.

Edcel Ceniza
Updated 2 months ago by Edcel Ceniza

FastTrack in DeskDirector

The FastTrack feature in DeskDirector allows your clients to escalate tickets, and mark their importance so your team gets to them as soon as possible (or as per your SLAs). Setting up FastTrack stat…

Edcel Ceniza
Updated 3 months ago by Edcel Ceniza

Setting Up and Using the VIP Priority

DeskDirector's VIP system is a great way for you to make sure important people at your clients' companies get the fastest response and offer the best service you can. This article describes how to se…

Edcel Ceniza
Updated 3 months ago by Edcel Ceniza

How to setup the Flag feature (ConnectWise)

For ConnectWise, users can flag a ticket for review. Flagging creates an activity inside ConnectWise for the user's account manager. If there is no account manager for the user's company, the activit…

Edcel Ceniza
Updated 3 months ago by Edcel Ceniza

Have Approvals go to Approvers according to site (ConnectWise)

Site approver has been deprecated, we will provide limited support for as long as possible. With release of user groups , for new customer that's preferred setup. User group suports approval system.…

Updated 3 months ago

Contact