Feature documentation
Client Control Panel
Let client admins run their own account.
The Control Panel gives each client company a self-service surface: service instructions for technicians, their own user management with per-section delegation, operational settings like business hours and holidays, announcements, reports and branding. Access is granted per section and per account, so a client admin can delegate exactly as much as they mean to.
What a client admin can manage
Nine functional sections, each individually delegable to non-admin users:
- Ticket instructions — global and per-account guidance technicians see on every ticket.
- Users — invite, deactivate and grant sectional access to their own people.
- Accounts & devices — account details, devices imported from the PSA, the agreements and contracts the PSA holds for the account (read live, never cached), and the service queues their tickets flow through.
- Approvers and escalation levels.
- Business hours (weekly schedule) and a holiday calendar — importable in one click from the PSA’s own holiday lists, with re-imports never duplicating a date.
- Announcements — pinned, published client-authored notices.
- Reports — live account reports, CSV export, and scheduled reports with a run history.
- Notification history — a dated feed of everything that happened on their tickets (opened, replied to, resolved), derived from real records.
- Branding — display name, logo and accent color for their account.
- Knowledge base — per-account FAQ articles, drafted and published by category.
Instructions that reach the technician
Service instructions written by the client surface as a highlighted panel on the ticket detail page your technicians work from — the account-specific override when one exists, the client’s global default otherwise.
Reports without a spreadsheet ritual
Account reports are computed from live ticket data — status counts, hours logged and billable, recent activity. Any report exports to CSV on demand, and scheduled reports generate on their own cadence with each run downloadable from the history.
Keep your PSA. Upgrade your client experience.
Desk Portal gives your clients a modern support experience while your team continues working in the PSA they already know.