Create and Customize Client Portal Pages

Client Portal pages are public-facing content designed to provide your end users with the information they need to successfully receive support. On your client portal pages, you might include contact information, links to other departments within your organization, project updates, and more.

Modules are the individual pieces of content that you will create and add to the Client Portal pages to provide information to your end users and structure your client portal in a manner that makes sense for your organization.

In this article, we'll cover these main steps to create and publish a portal page:

• Create a Page
• Customize the Page Layout
• Add Modules to a Page
• Publish a Page
• Edit a Page

Create a Page

The Pages section of the Client Portal allows administrators to create desktops that are visible to public users. Each active page will have its name displayed in the navigation bar, next to all the user-visible applications. These custom pages can have a custom order and appear before any standard TeamDynamix application. By default, an inactive page labeled Home will be available to configure as needed.

To create a new page:

1. Open the Client Portal settings:
   1. Client Portal Admins: In the Client Portal, click your name in the top right > Admin 
   2. Global Admins: In TDAdmin, click Applications > [Client Portal Application] 
2. Click Modules & Pages and select Pages
3. Click the green +New button
4. Add a Name and Description, and click Save
5. Close the popup and click the Refresh button to see your new page in the list

To reorder how pages appear in the portal navigation bar, on the Pages list, click the Move column arrow to move the page up or down.  Pages listed first will display first on the Client Portal navigation bar.

Customize the Page Layout

There are various layouts available for your Client Portal pages, allowing you to customize the arrangement of content modules on the page. 

When viewing the Content editor, the left side represents the layout and available content, while the right side displays the selected content modules and their arrangement on the page.

A thumbnail of the page layout appears in the left panel, with numbers that correspond to the columns on the right side. Use these numbers to determine the appropriate placement of your module content.

1. Open the Client Portal settings:
   1. Client Portal Admins: In the Client Portal, click your name in the top right > Admin 
   2. Global Admins: In TDAdmin, click Applications > [Client Portal Application] 
2. Click Modules & Pages and select Pages
3. Click the Page Name
4. Click on the Content tab
5. Click Edit Layout and select one of the available content layouts to change the module arrangement on the page. Once you've made a selection, you will automatically be returned to the Content page.
6. Click Save

Add Modules to a Page

The Knowledge Base, Projects, Questions, and Services sections of the Client Portal come with a set of pre-built modules specific to each application. These applications also support custom HTML modules created by your team specifically for each application.

To add a module to a page:

1. Open the Client Portal settings:
   1. Client Portal Admins: In the Client Portal, click your name in the top right > Admin 
   2. Global Admins: In TDAdmin, click Applications > [Client Portal Application] 
2. Click Modules & Pages and select Pages
3. Click the Page Name
4. Click on the Content tab. The left side will represent the layout and available content, and the right will be content, such as HTML modules or widgets, that are on the page
5. Click Edit Layout to adjust how the content will be displayed on the page
6. Use the Available Content search field to find the needed modules. Drag the module from the results into the desired section on the right side of the page
7. Click Save

Learn about creating and editing HTML modules.

Publish a Page

Once your page has the needed modules, you can make it active so it appears on the portal.

To make a page live on the portal:

1. Open the Client Portal settings:
   1. Client Portal Admins: In the Client Portal, click your name in the top right > Admin 
   2. Global Admins: In TDAdmin, click Applications > [Client Portal Application] 
2. Click Modules & Pages and select Pages
3. Click the Page Name.
4. Click the Activate button.

Edit a Page

To edit a Client Portal page:

1. Open the Client Portal settings:
   1. Client Portal Admins: In the Client Portal, click your name in the top right > Admin 
   2. Global Admins: In TDAdmin, click Applications > [Client Portal Application] 
2. Click Modules & Pages and select Pages
3. Click the needed Page Name.
4. On the Details tab, make any updates to the page Name and Description.
5. To edit the page content, click the Content tab.
6. Make the desired changes to the layout and modules that appear on the page.
7. Click Save.

Examples

• Stellar Self-Service Client Portals – take a look at our other clients to get ideas of how to design your client portal