Getting Started with DeskDirector
DeskDirector Portals
Managing Your Account
Admin Essentials
DeskDirector Features Overview
In this article, we provide an overview of all the features offered in DeskDirector to get you up and running quickly.
Logging in to DeskDirector
Gives a brief walk-through on the login process for DeskDirector. Includes information on OAuth, automatic contact creation, and a demonstration of what users will see when logging in.
User Profiles & Profile Pictures
Managing User Profiles. Contact Profiles. To manage Contacts in your DeskDirector instance, browse to Client Portal > Contacts via the Admin Portal under Contacts' profile pages will show a summary w…
Managing Tickets with DeskDirector
Overview. Please note that this is a Preview Feature ! The new ticket list UI is available for testing in the Admin Portal. The new ticket UI is available only for Tokity partners at this stage. When…
Office Hours
This article covers setting up and using office hours in DeskDirector.
How Searching Works
In this article, we give an overview of searching within DeskDirector and how your search teams are split and tokenized for further processing.
Embedding Help Page Media
In this article, we dive into how to set up a help page with custom embedded media that you can use to assist users when they first use DeskDirector.
Get started with the DeskDirector Power Automate Connector
In this article, we give you a brief overview of the DeskDirector Power Automate Connector and how to get up and running with automating workflows with DeskDirector.
