Categories (2)

Articles (17)

Pinned Article Getting Started with Client Portal Applications

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.

Article and Service Templates

This article will help TeamDynamix Administrators and Client Portal Application Administrators to create Service Catalog and Knowledge Base article templates.

Bootstrap CSS/JavaScript Framework

This concepts article will help TeamDynamix Administrators use Bootstrap in Client Portal desktop modules using TDClient.

Client Portal Pages and Modules

This document outlines the ways in which the Client Portal can be configured to have custom content and styling.

Client Portal Profile Field Visibility

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.

Client Portal Settings

This introduction article will help Administrators to modify Client Portal application settings using the TDAdmin interface.

Client Portal Styles Guide

This article will help Client Portal designers to understand the Client Portal Styles menu option within the TDAdmin.

Configuring Self-Registration

This introduction article will help TeamDynamix Administrators to configure Self-Registration using TDAdmin.

How to Remove the Underline from Hyperlinks in Custom Content

This article outlines how the hyperlink underline styling is applied and what you can do to remove it within your custom content. As of version TeamDynamix 10.0, hyperlinks in the Client Portal are now underlined to make it clear to people who suffer from colorblindness that a link is present.

HTML Content Allowlists

This introduction article will help to TeamDynamix Administrators, Service Catalog managers, and Knowledge Base managers to build HTML content using the TDClient interface.

Setting Up a New Client Portal Application

This article describes how to get started with creating a new client portal application.

Using Google Analytics In Your Client Portal

This article highlights steps on how to setup your Google Analytics account.

Working with HTML Modules

This how-to article will help Administrators to create and modify custom HTML Modules using the TDAdmin interface.

Working with Questions

This article will describe the process of responding to a question in the TeamDynamix Client Portal.

Working with RSS Modules

This how-to article will help administrators to understand how to create and manage RSS Feeds in TDAdmin.

Working with Shortcuts in the Client Portal

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.