Question
- How do I create a public desktop to share information with end users?
Environment
- Enterprise global licence with access to Analysis (required to create the public desktop)
- Technician or greater access to applications being reported on (ex: ticketing, assets, projects, or analysis applications)
- TDNext (required to create reports for the desktop)
Answer
NOTE: Public links can be seen by anybody with access to the link, unless your client portal settings page has the "Only allow authenticated users to view the Client Portal" box checked. If that box is checked, authenticate is required to access the link. There is no further visibility restriction for public desktops.
- In TDNext, create the reports to place on the public desktop
- In TDNext, as a user with access to Analysis, create a desktop with the desired reports
- On the Details tab, check the box for Public and, if desired, set a Public Until date (this is not required)
- Click the Save button
- Copy the Public URL link for the applicable client portal
Public desktops can be placed on the client portal, and the header and footer of the report can be hidden (see related articles)