Table of Contents

Accounts

Niamh Ferns Updated by Niamh Ferns

Accounts Overview

You can easily manage accounts for clients you provide support for in your DeskDirector Admin Portal.

You can access this page from Client Portal > Accounts. You will see a page that looks like this, which shows all the company accounts under your instance:

From this page, you can select which account you want to manage by clicking on the account name. This will bring you to the configuration page for that specific account:

Filtering Accounts

As the number of accounts you handle grows, managing which ones have specific configurations can get overwhelming. To make it easier for you to manage this, DeskDirector uses tags and configuration filters. These appear in the account list view for you to use:

Profile

This page will show you a company account's details like its name, phone number, type and a link to their website. You can also add account-specific tags to help you manage and organise them.

You will also see an authentication section where you can configure how users under that account log into DeskDirector.

Branding

The branding section is used to customise/personalise the portal, specific to the company. On this page, you can specify company-specific branding like favicon, logo, mobile logo, and basic colour theme. These will be used by any contacts under the company when they are using the client portal

Contacts

This lists all the contacts that are under the company. You can manage contacts by clicking on their names.

Contact Groups

This section is where contact groups for an account are created and managed. Here, you can create groups, add contacts to groups, and assign roles to contacts per group. You can also assign a Service Group to each Contact Group here.

Queues and tickets

This is similar to the global ticket settings, but any account-specific changes done here will override the current global settings (see cascading override).

Features

This is similar to the global features settings discussed here. Any account-specific changes will override the current global settings (see cascading override).

General

Identical to the global ticket settings, but any company-specific changes done here will override the current global settings (see cascading override). Check out these guides regarding permissions in DeskDirector for more information

Custom Portal Menu

On this page, you can select which menu an account is shown in. Without changing it, the account will see/use the default menu set.

Service Group

In this section, you can specify a Service Group to define which Service Catalogue is available for an account.

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Dashboard

Contacts

Contact