Client Portal Overview

Summary

The Client Portal allows TeamDynamix users to have public-facing content for better interactions with clients who either do not have TDX accounts or do not have TDNext access. In addition, it comes with a variety of configuration options that are available to administrators.

By doing so, users who visit the Client Portal with an organization's custom URL will have the experience that is intended by administrators. The ability to control styling and public content helps to align with the organization's brand, while providing resources for user interaction and self service.

Configuration

Administrators for an organization can customize Client Portal content in the Admin application. This can be performed in TDAdmin by clicking on Applications in the left navigation and then by clicking on the Client Portal application you want to customize. After clicking this, the user can click on Pages, Question Categories, Self-Registration, Settings, Styles, or Twitter Modules as well as add Users & Roles to provide custom settings.

Each of these subsections allows for a different piece of the portal to be configured, and falls into one of the main Client Portal components. There are three main parts to the Client Portal: Custom Content, Self Service and Client Interaction. See the Related Articles section for links to other knowledge base articles that explain these three components in detail.

Details

Article ID: 16642
Created
Wed 9/21/16 2:55 PM
Modified
Fri 8/14/20 9:52 AM