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Getting Started with DeskDirector
DeskDirector Portals
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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
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Managing Tickets with DeskDirector
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Getting Started with the Solution Library
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Get started with the DeskDirector Power Automate Connector
Features
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Generative AI
DeskDirector with Generative AI
Ticket Summary for TECH Portal
Setting up AI Service Providers
Microsoft Foundry for DeskDirector
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AI Assistants in DeskDirector
Advanced
Login & Authentication
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Featured Solution: Teams Ticket Discussion
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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
API Response Control
Uploading Attachments (Ticket API)
Attaching files to tickets, comments, or time entries is a two-step process: create an upload session , then verify the upload once it's complete. This design lets users upload files ahead of time in…
The Prefer Header — Overview
Tokity's API uses the standard HTTP Prefer header to let you control the shape and format of API responses — without needing separate endpoints or query parameters for every variation. This overview…
Controlling Returned Data (Ticket API)
Ticket responses can include related data — comments, time entries, activities, and workspaces — but not all of it is needed for every use case. Rather than always returning everything, the Ticket AP…
Controlling Returned Data (Form Result API)
Background: how Tokity forms work. Tokity's dynamic forms work similarly to Microsoft Forms or Google Forms. A form's definition is a JSON payload made up of fields, where each field includes: A fiel…
Controlling Returned Data (Workspace API)
What is a workspace? A workspace is a way to organize tickets — think of it as a collaborative workspace rather than a permissions boundary. Agents can be added to a workspace, and within it, tickets…
