This article details common features and customizations of the TDX Client Portal, which provides public-facing content for clients without either TDX accounts or TDNext access.
This article describes the process of asking and responding to questions in the TeamDynamix Client Portal.
Learn how to configure Client Portal settings, control access to features, set up search, Google Analytics, and a custom login page.
This introduction article will help users to understand what fields are visible on a person profile and who can view those fields using TDNext or TDClient.
This introduction article will help TeamDynamix Administrators to configure Self-Registration using TDAdmin.
This article helps administrators add and customize pages for the Client Portal using the TDAdmin interface.
Learn how to create and modify custom HTML Modules using the TDAdmin interface.
Learn how to create and manage modules for adding RSS Feeds to the Client Portal.
This article explains how to create and add a public dashboard to your Client Portal.
This article will help Client Portal designers understand which styles control which elements in the Client Portal.
Explains how to hide the header and footer from an iframe embedded TDX public dashboard on the Client Portal
Authenticated Client Portal users can view and edit their personal profile information, including adding or updating profile photos and personal details.
Learn how to create custom reports to track Questions in Work Management, and establish and manage question categories for better organization in the Client Portal and TDAdmin.
This how-to article will help TeamDynamix Administrators or Client Portal Administrators create shortcuts to existing services within the service catalog or knowledge base articles using the TDClient interface.
This introduction article will help to TeamDynamix Administrators, Service Catalog managers, and Knowledge Base managers to build HTML content using the TDClient interface.
This article describes how to get started with creating a new client portal.
How to modify visibility of default, out-of-the box modules on the Services, Knowledge Base, and Questions pages in the Client Portal
This article will help TeamDynamix Administrators use Bootstrap in Client Portal desktop modules using TDClient.
This article highlights steps on how to setup your Google Analytics account.