Setting up and managing the TeamDynamix Client Portal Application including service catalogs and knowledge bases, self-registration, and people.

Categories (5)

Using the Client Portal Application

This category contains articles explaining what the client portal is and how to utilize its primary features.

Knowledge Base

This category contains articles about the knowledge base features and capabilities of the client portal.

Service Catalog

This category contains articles on the service catalog features of the client portal.

Branding and Customization

This category contains articles detailing how to manage custom branding for a client portal.

Users and Roles

This category details how to manage users and security roles within a client portal.