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Embedding Help Page Media

Niamh Ferns Updated by Niamh Ferns

Overview

When users first log in to the DeskDirector Portal, you can show them a piece of media, either to guide them on how to use the portal or to provide some other useful piece of information. This could be a video, website, article, or anything that has a URL and can be embedded. 

You can set this item to show for everyone (globally) or specifically for a company (per company setting). The latter part of this guide will show how to grab YouTube's embed URL, so you can use it as the help page URL.

Global Setting

In your Admin Portal, navigate to Client Portal > Global Settings > Features > General, then scroll down to the Help Page section, where you will see the Help page URL input field.  This is where you put your media URL.

You can tick the Disable auto-launch box, so the video does not auto-launch. 

Account-Specific Embedded Media

You can also define specific help pages for companies you handle. All you need to do is go to Client Portal > Accounts, and select the company you want to set the help page for, then head to the Features > General tab. Scroll down to the Help Page section and enter the specific URL you want to set as the help page for this company.

You can tick the Disable auto-launch box, so the video does not auto-launch. If you want the company to inherit the global help page URL again, just click on the Override global settings and Reset link adjacent to the input field.

YouTube Embeds

DeskDirector also support YouTube embeds! Please see Google's documentation linked below on how to embed content:

Google - Embed videos & playlists

After retrieving your YouTube embed, the URL should look similar to that below:

https://www.youtube.com/embed/[videocode]?rel=0&autoplay=1&showinfo=0

 

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