Who can use this feature?
- Global Administrators and Client Portal Administrators can disable and enable the default modules.
- Default module configuration is done in the TDAdmin interface.
- Default modules are displayed in the Services, Knowledge Base, and Questions applications of the Client Portal.
TeamDynamix comes with a set of default modules that provide information in the right-side column of the Services, Knowledge Base, and Questions pages. There are unique modules for each portal application that can be turned off, though they cannot be customized.
Enable or Disable a Default Module
To change which modules display on the Services, Knowledge Base, and Questions pages:
- Access the Client Portal Admin page:
- Global Admins: In TDAdmin > Click Applications > [Client Portal Application]
- Client Portal Admins: Sign in to the Client Portal > Click your Name in the top right > Click Admin
- Click Modules & Pages in the left navigation
- Click Default Module Settings
- Uncheck the Is Visible box next to any module you do not want to have appear on the Services, Knowledge Base, or Questions pages
Note: The default modules can still be added to the Client Portal homepage or a custom page. These settings will not affect those areas.