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- Getting Started with DeskDirector Admin Essentials
Getting Started with DeskDirector
DeskDirector Portals
Browser Support
What is the DeskDirector Admin Portal?
What is the DeskDirector Tech Portal
What is the DeskDirector Client Portal?
Desktop Portal
Managing Your Account
Admin Essentials
DeskDirector Features Overview
Logging in to DeskDirector
User Profiles & Profile Pictures
Managing Tickets with DeskDirector
Office Hours
How Searching Works
Embedding Help Page Media
Get started with the DeskDirector Power Automate Connector
Features
Portal Customization
Forms
Service Catalogue
Communication
Email Connectors
Notifications
Email Notifications
Actionable Messages for Emails
Real-Time Chats
Email Template Engine
Surveys
Broadcasts
Generative AI
Setting up AI Service Providers
Microsoft Foundry for DeskDirector
Knowledge Bases for AI Assistants
Custom Tools for AI Assistants
DeskDirector with Generative AI
AI Assistants in DeskDirector
Ticket Summary for TECH Portal
Advanced
Login & Authentication
Dashboard
Accounts
Contacts
Contact Groups
Approvals
Tags
Custom Domains
Task Lists
File Storage
The Learning Center
Portal Deep Linking
Auditing & Analytics
Microsoft Power Automate
Actions
Solutions
Featured Solution: Teams Ticket Discussion
Power Automate Template Gallery
Featured Solution: Ticket Briefing
Power Automate Administration
DeskDirector Power Platform Connector Reference
Power Automate Connector - Setting up your first flow
Microsoft Teams App
Introducing the DeskDirector for Microsoft Team App
Installing the Microsoft Teams App (Client Mode)
Installing the Microsoft Teams App (TECH Mode)
Setting up Tags for Teams Discussions (TECH Portal)
Branding the DeskDirector Teams App
DeskDirector Teams App Notifications
Contact Groups Integration with Microsoft Teams
Setting up Content Security Policy (CSP)
Advanced topic: Setting up Tech & Client Mode in the same tenancy
Integrating Microsoft Teams with DeskDirector Tech Portal
Smart Alerts for TECH Users
Integrations
Glossary
Security
Troubleshooting
Troubleshooting via Web Developer Tools
Desktop Portal - Common Issues
Contact & Service Agent Impersonation
Approvals - Common Issues
Microsoft Teams App - Common Issues
Email & Email Delivery - Common Issues
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Permissions & Access - Common Issues
Contact DeskDirector Support
Troubleshooting DeskDirector Connection Issues
Admin Essentials
Permissions & Feature Configuration
The DeskDirector Admin Portal allows you to set very specific filters regarding what your clients can see and access. This article will guide you through setting up the filters for their ticketsĀ and permissions. In this article, we go into how you can configure these settings when using DeskDirector with the Tokity backend. You can filter which queues (tickets) will be shown on the DeskDirector Portal. These filters can be set at a global, company, and contact level. Company-level filters override Global Settings, which in turn override Contact filters. The same applies to Permissions, which are also set from the Global Settings within the Admin Console.
Release Notes
Catch up on the latest weekly release in the Admin Portal and find out where you can review our release notes.
Automatic Contact Creation
This article covers how automatic contact creation works in DeskDirector and goes into detail on the various options for how users can be authenticated.
The Developer Corner
This article covers how to get set up with API keys, where to start with Webhooks, and configuration for CORS.