- All Categories Microsoft Teams App
Getting Started with DeskDirector
Service Catalogue
Forms
Getting started with DeskDirector Forms
DeskDirector Forms - Question Types in Detail
DeskDirector Forms - Dynamic Fields
DeskDirector Forms - Dynamic Fields Implementation Example
DeskDirector Forms - Sections and Conditionals
DeskDirector Forms - Embed content
DeskDirector Forms - Replace Summary Field with Title Automation
DeskDirector Forms - Dynamic content
DeskDirector Forms - Field value format for automation
Service Catalogue
Service Types
Service Groups
Enable or Disable the 'Something Else' Option
Deskdirector - Sign up walk through
Managing your DeskDirector Subscription
Logging in to DeskDirector
Automatic Contact Creation
What is the DeskDirector Admin Console?
What is the DeskDirector Tech Portal?
What is the DeskDirector Client Portal?
DeskDirector Roles and Permissions
Feature Configuration
Tickets & Chats
A walk through all the fields available in DeskDirector forms
Getting Started with Custom Branding
Getting Started with Custom Menus
Getting Started with Custom Email Templates
Getting Started with Surveys
Notifications & Broadcasts
Getting Started with the Menu System
BiggerBrains & Learning Center
Getting Started with the Learning Center
The Developer Corner
Embedding Help Page Media
Permissions in DeskDirector
Managing Contacts
Tickets Access
Profile Pictures
Office Hours
Managing Members/Resources Profile
Enabling Master Admin
Managing Companies
Monitoring Portal Usage
Service Radar
DeskDirector Desktop Portal V5
Main Tabs vs Ticket Tabs
Auditing and Analytics
Tech Portal Board/Queue Access Configuration
Features
Generative AI
DeskDirector with Generative AI
Setting up AI Service Providers
AI Assistants in DeskDirector
Custom Tools for AI Assistants
Knowledge Bases for AI Assistants
Ticket Summary for Tech Portal
Login & Authentication
User Groups
Approvals
Task Lists
Real-Time Chats
Macros
Menus
Menu Items
Notifications
Email Notifications
Email Template Engine
Surveys
Broadcasts
Custom Branding
Easy Integrations
Analytics
Other DeskDirector Features
Ticket Dynamic Contents
The Learning Center
Webhooks
Workflows
Group Tags
File Storage
Integrations
ConnectBooster
Wise-Pay
QuoteWerks
ConnectWise Sell (previously Quosal)
How to configure ConnectWise Sell (previously Quosal) Order Porter integration
Adding ConnectWise Sell (previously Quosal) Order Porter Link to Opportunity
Microsoft Flow (Power Automate)
Get started with the DeskDirector Power Automate Connector
Power Automate Administration
Power Automate Template Gallery
Featured Solution: Teams Ticket Discussion
Featured Solution: Ticket Briefing
DeskDirector Connector Triggers
Action: Create an email from template
Power Automate Connector - Setting up your first flow
Getting Support for the DeskDirector Connector for Power Automate
AutoTask
StreamlineIT for DeskDirector Tech Portal
ConnectWise
ConnectWise Quotes & Invoices
TimeZest integration with DeskDirector
ConnectWise - Avoid Aggressive Notifications
BiggerBrains
Logging the ConnectWise API
OneNote Notebooks
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Setting up Content Security Policy (CSP)
Installing the Microsoft Teams App (Tech)
Setting up Tags for Teams Discussions (Tech)
Setting up DeskDirector for Microsoft Teams for your clients (Client mode)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
User Groups Integration with Microsoft Teams
Troubleshooting
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for Tech Users
Release Notes - DeskDirector Teams App
Contact Support
Troubleshooting
APIs and Integration
ConnectWise 2019.5+
Autotask integration major update 2022
ConnectWise Member Impersonation
Autotask Resource Impersonation
Autotask 2020.3 integration (API) resource migration
Third-party integration with DeskDirector
Authentication
Desktop Portal
Diagnosing DeskDirector Desktop Portal Issues
DD Portal for Mac: Labtech Deployment Guide
DDPortal removal tool - uninstalling Windows portals
Deploying DD Desktop Portal v5 via PowerShell
Desktop Portal v5 Installation & Common Issues
Instance & Account Queries
Setting up your custom domain
Contact Limits FAQs
Finding out what server your DeskDirector instance is on.
How search works in DeskDirector products
Portal and User Issues
User can't log in
DeskDirector Portal Browser Support
Contact can't login portal, the contact is missing in admin console but it is in ConnectWise
DeskDirector Tech Portal - How to take advantage of browser tabs
Add DeskDirector Tech Portal as a Custom Menu item inside ConnectWise Manage
Sign in with Microsoft Issue in Tech or Admin Console - "Need Admin Approval"
How do I add Tech Members/Contacts/Companies to my DeskDirector instance?
Time Stamps in DeskDirector Portal
Missing contacts or companies in DeskDirector but they are in my PSA
User Group FAQs
Chat permission granted but "Chat" option is missing on "Contact Support" page
How do we set a landing page for the client portal?
Other Articles
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Tickets & Chats - Common Issues
Contact & Service Agent Impersonation
ConnectWise Integration - Common Issues
Diagnose Entities Tool
PSA Integration - Common Issues
Approvals - Common Issues
Troubleshooting via Web Developer Tools
Switching PSA or merging with another CW/AT instance
How to Allow Time Entries for StreamlineIT Members
Email & Email Delivery - Common Issues
Essential and Dynamic Plan Breakdown
Advanced Use
DeskDirector API
Subscribing to Chat Webhooks
Portal Deep Linking
Webhook Example with Zapier
Chat Session Payload
Get started with portal extension page demo
Dynamic content based on logged in user
Clean Tickets
Exporting Portal Usage
Security
Glossary
Release Notes
Client Portal
Server
Tech Portal
Portal Release Notes - Windows/macOS
Differences Between different Desktop Portal version
Portal Release Notes - Web Client
Release Notes in the Admin Portal
Archived
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Overview. Here is a 90 second overview of the DeskDirector for Microsoft Teams App (the DD teams app).. How does it work? The DD Teams app functions in two primary modes: Tech Mode and Client Mode. I…
Setting up Content Security Policy (CSP)
Content Security Policy for Teams App. As in Microsoft Teams, tab applications are hosted within iframe elements in Microsoft 365 app and Outlook web clients. DeskDirector makes use of Content Securi…
Installing the Microsoft Teams App (Tech)
Teams integration is only available for Silver, Gold and Platinum plans. The DeskDirector-Microsoft Teams integration brings your internal and support teams together, making cross-team collaboration…
Setting up Tags for Teams Discussions (Tech)
Start a conversation in Teams from a DeskDirector Ticket. We can start a discussion in a Teams channel by adding a custom tag to a ticket. This feature allows ticket agents to initiate an internal co…
Setting up DeskDirector for Microsoft Teams for your clients (Client mode)
Prerequisites. In Client mode, the app allows your clients to independently manage tickets, receive real-time updates, and personalize the app within their Microsoft Teams environment. Before proceed…
Branding the DeskDirector Teams App
The DeskDirector Teams app provides MSPs with the ability to brand and personalize the app to match their client portal's look and feel. This is a great way to ensure consistency and professionalism…
DeskDirector Teams App Notifications
When this feature is enabled for the Client or Tech Portal, real-time ticket update notifications can be sent to the clients or tech users. Client Portal. By default, notifications are enabled for al…
User Groups Integration with Microsoft Teams
Introduction. Integrating DeskDirector User Groups with Microsoft Teams enhances the user experience by providing group-specific ticket tracking, real-time notifications, and user synchronization dir…
Troubleshooting
"No Service Provider Found" Issue. Problem: When initializing the DD Teams app, you may encounter the following message: "No Service Provider Found". This error prompts you to contact your service pr…
Advanced topic: Setting up Tech & Client Mode in the same tenancy
DeskDirector Modes in Microsoft Teams: Tech Mode & Client Mode. With the DeskDirector app integrated into your Microsoft Teams organizational account, you can harness its functionality in two distinc…
Integrating Microsoft Teams with DeskDirector Tech Portal
Introduction. This document provides step-by-step instructions for integrating Microsoft Teams with the DeskDirector Tech portal. This integration enables users to utilize various Microsoft Teams fea…
Smart Alerts for Tech Users
This feature is currently under preview. Smart Alerts is an AI-enabled feature that, based on rules defined by users using natural language, immediately notifies them on Microsoft Teams when a new ti…
Release Notes - DeskDirector Teams App
Release 20250522 Google Gemini is now supported as the AI service provider. The Tag to Chat feature now opens the Collaborative Stageview when click on the ticket title of the new conversation messag…
Contact Support
CONTACT SUPPORT BY EMAIL. You can contact our support team for at support@DeskDirector.com. Use our Support Portal to update/see progress on your ticket. An account and ticket will be created in our…