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
Getting Started with the Solution Library
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
DeskDirector with Generative AI
Ticket Summary for TECH Portal
Setting up AI Service Providers
Microsoft Foundry for DeskDirector
Knowledge Bases for AI Assistants
Custom Tools for AI Assistants
AI Assistants in DeskDirector
Advanced
Login & Authentication
Contact Groups
Custom Domains
File Storage
Dashboard
Accounts
Contacts
Approvals
Tags
Task Lists
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
Developer Resources
Getting Started
What is the Toki Iti API
API Versions & Routes
Roles & Scopes
Authorization Options
Querying the API
How to Change an Entity Through the API
API Key Authorization
OAuth Fundamentals
Understanding OAuth for Tokity Integrations: Key Concepts
OAuth Authorization Code Flow: How an App Gets Access to Tokity
OAuth App Registration
How to Register an OAuth App to Integrate with Tokity
Choosing an OAuth App Type: Confidential vs. Public Apps and Client Secrets
OAuth Personal Secrets: What They Are and When to Use Them
OAuth Administration
Configuring OAuth Settings in Tokity
Managing OAuth Authorized Sessions and User Consent
Granting OAuth Admin Consent at the Root Level
API Response Control
Uploading Attachments (Ticket API)
The Prefer Header — Overview
Controlling Returned Data (Ticket API)
Controlling Returned Data (Form Result API)
Controlling Returned Data (Workspace API)
Workspace Ordering
How Workspace Ordering Works
Creating and Reordering Workspace Groups
Adding and Reordering Tickets in a Workspace Group
Data Sync & Notifications
Delta API: Tracking Changes Over Time
Webhooks vs. Events — Differences, When to Use Which
Verifying Webhook and Event Payloads (HMAC Signature)
Ticket Widgets
Ticket Widget: Overview
How the Widget Is Requested
Ticket Widget Anatomy and Styling
Ticket Widget Actions: Leading, Secondary and Primary
Ticket Widget: Progress Type
Ticket Widget: List Type
Ticket Widget: Description Type
Ticket Widget: Form Type
Ticket Widget: Control When a Widget Refreshes
Ticket Widget: Form Results and State Across Steps
Ticket Widget: Error Responses and Debugging
Ticket Widget: Building a Multi-Step Request
Glossary
Security
Troubleshooting
Troubleshooting via Web Developer Tools
Permissions & Access - Common Issues
Contact DeskDirector Support
Troubleshooting DeskDirector Connection Issues
Desktop Portal - Common Issues
Contact Impersonation
Approvals - Common Issues
Microsoft Teams App - Common Issues
Email & Email Delivery - Common Issues
Login & Authentication - Common Issues
DeskDirector Desktop App - Installation Issues
Table of Contents
- All Categories
- Features
- Auditing & Analytics
Auditing & Analytics
Updated
by Niamh Ferns
Overview
DeskDirector has many auditing and analytics options available. Audit logs and analytics fall into these categories:
- Authentication
- Changes/updates by Admins
- Email usage
- Feature usage analytics
- Advanced analytics
Audit Log Contents
We use Microsoft's Insight Analytics to capture over 40 Interactive events in our Portals. (These are available, on request, to our Platinum customers.)
Logs generally contain the following
- Time and date
- Action
- Outcome (Success/Failure)
- IP address (If relevant/available.)
- Actor
- Event metadata
- The event metadata will hold the details of the update in JSON form:
1 National cloud for OAuth session is global
2 Resolved user's information from Microsoft graph API.
3 Jane Doe/User.Name@Company.inc try to login to admin console
4 System found 2 members for OAuth login
[
{
"name": "Jane Doe",
"entityId": 111,
"email": "User.Name@Company.inc"
},
{
"name": "Jane Doe API",
"entityId": 112,
"email": "User.Name@Company.inc"
}
]
5 Member Jane Doe is valid
{
"entityId": 111,
"name": "Jane Doe"
}
6 Authorize cookie issued
{
"rememberMe": false
}
The logs can be searched for the following events
CreateUpdateDelete
Authentication
Contact Authentication
DeskDirector records every contact authentication event in a contact authentication log. DeskDirector logs the date, time, authentication method, authentication ID, outcome (success/failure), and IP address (when available) every time a contact logs into DeskDirector.
For each event, you can see metadata appropriate to the authentication method so that the log can be cross-referenced with tools like Azure Entra's logs.
Analytics and Logs

Whenever permissions, board access, menus, service types, service groups, contact groups, and other features are changed for a company, service agents, etc., these are recorded in an audit log under the entity that was changed/affected. Above, you can see an example of a Service Agent. Below, you'll see what a log looks like when expanded.

Email Usage
Every email sent by DeskDirector is logged, and the record of that event is made available for review. You can find the complete system history under Email > Delivery History in the Admin Portal:

Faceted delivery histories are found on an account/company or contact's page:

Usage Analytics

Usage analytics can be found under the Analytics section in the Admin Portal. Here you can find information on
- User portal usage
- Bigger Brains courses (where purchased)
- The DD native file system

Analytics Via API
We have several API endpoints that you can use to gather portal usage stats. This can be viewed via https://[your-subdomain-here].deskdirector.com/swagger.
API v2 > Dashboards.
GET /api/v2/dashboards/portal/monthly/reports
Use “general” as a parameter value, and it should show you the usage breakdown per month with the report entityID, number of users and activity Count.
GET /api/v2/dashboards/portal/monthly/reports/{reportId}
This endpoint is what you need to get a breakdown of user activity per month. Input a reportId from the first endpoint, and this should show you the companies and contacts with their corresponding activity for that month.
POST /api/v2/dashboards/portal/monthly/reports/{reportId}/refresh
Sends a post request to refresh a specific monthly report (only works for updates to contact and company name).
GET /api/v2/dashboards/portal/pastweek/{type}
Use “general” as a parameter value, and it should show you the usage breakdown for the week before, with the report entityID, number of users and activity Count.