Features
Portal Customization
Forms
Service Catalogue
Communication
Generative AI
Advanced
Login & Authentication
Here, we discuss the various login and authentication options in DeskDirector. This includes how to set up things like automatic login and SSO, as well as some frequently asked questions.
Contact Groups
In this article, we cover contact groups in DeskDirector. Contact groups allow you to quickly and cleanly organise users into different groups to manage ticket access, ticket approval, and to provide a visible organisational structure for users in your accounts.
Custom Domains
In this article, we provide a brief overview of everything you need to set up a custom domain for your DeskDirector instance.
File Storage
Overview & Limits. Users can upload any kind of file to our file storage with a maximum of 100MB per file.* * File restrictions differ for customers on Essential or Basic plans. These have a limit of…
Dashboard
This article gives a brief explanation of the Service Radar in DeskDirector.
Accounts
Dive into the Accounts feature for DeskDirector. Here, you'll learn how to work with the various accounts that you provide support for and manage.
Contacts
You can easily manage contacts you handle from the DeskDirector admin console. These contacts are ported over after syncing your PSA into DeskDirector.
Approvals
This article covers how to set up and use the approvals feature within DeskDirector. This feature allows end users and clients to have some control over their tickets by approving/declining certain requests before they make it to service agents.
Tags
In this article, we cover tags in DeskDirector and how they can be used for grouping tickets together. These tags can be used for distinction of ticket types and can be used in automations through the Power Automate Connector as well.
Task Lists
This article gives an overview of Task Lists in DeskDirector and dives into how to add, update, delete, and make use of your Task Lists.
The Learning Center
In this article, we give a brief overview of the Learning Center in DeskDirector and explain how to set it up. The Learning Center enables you to share learning materials with your clients in a convenient, centralised manner.
Portal Deep Linking
Deeplinking in DeskDirector allows you to link users directly to parts of the DeskDirector Desktop Portal that they need to see. This can help prevent the need for users to search for items themself or link to specific tickets, contacts, and more.
Auditing & Analytics
DeskDirector has many auditing and analytics options available. In this article, we dive into these options and show you how you can use things like the DeskDirector API for advanced auditing.
