Getting started

Enabling Connect

A 5-minute setup that turns Connect on for your organization and picks which sub-features are visible to your team.

Step 1 — Add Connect to your subscription

DeskTrust Connect is an add-on, so it bills alongside your existing plan.

Go to Dashboard → Billing.
Scroll to the DeskTrust Connect card.
Click Enable Connect.
Confirm — the add-on is added to your Stripe subscription. Your 14-day free trial starts immediately.

Pricing: $12 per user per month, prorated for the current billing cycle. You\'ll be billed at the next cycle after the 14-day trial ends. Cancel any time from the same Billing page.

Step 2 — Turn on the sub-features you want

Connect has four sub-features that you can enable or disable independently. All four are OFF by default after activation — you decide what your team sees.

Go to Dashboard → Settings → DeskTrust Connect.
Toggle the Master switch ON. This is required for any Connect UI to appear.
Then flip individual features:
- Team chat — DMs and group rooms.
- Voice + video calls — calls and in-call screen share.
- Manager-initiated screen viewing — the consent-first "look at my screen" flow.
- Call recording — server-side recording for calls and manager-view sessions.
Click Save Connect Settings.

Step 3 — Verify with your team

Ask one employee to open /employee/portal. They should see a new Messagescard if chat is enabled, and a floating chat bubble on desktop.
As an admin, open /dashboard/messages — the same inbox from your side.
Send a test message back and forth. Try a video call from the chat header.

Optional — legal review before Manager View

Important: Before you flip on Manager-initiated screen viewing in a regulated jurisdiction (US 2-party-consent states, GDPR-covered EU/UK, or where local law requires notice), have your counsel review the consent disclosures shown to employees. See Manager screen view for the disclosure text your employees see.

Common issues

The Add-on card says "Upgrade plan first." Your org is on the free plan. Connect requires a paid base plan. Upgrade from the top of the Billing page.
Toggles are grayed out with "Disabled by server env." Your DeskTrust deployment administrator has disabled that sub-feature globally. Contact them or DeskTrust support.
Enabled Connect but nothing appears. The Connect umbrella feature toggle in Settings also needs to be ON, in addition to the add-on itself. Both are required.