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

Articles (7)

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.

How to Access a Client Portal Application as an Application Administrator

This is a step by step instruction to access the Admin interface of a client portal application from the client portal.

Search in TeamDynamix

This article explains how to use the different types of search functionality in TeamDynamix.

Setting Up a New Client Portal Application

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

Working with Questions

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

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.