Client Portal Pages and Modules

This introduction article will help Administrators to add custom pages and modules to the Client Portal using the TDAdmin interface. The user must be an Administrator in TDAdmin.

Overview

Client Portal pages are public-facing content created to provide your end users with information that they need in order to successfully receive support. On your client portal pages, you might include contact information, links to other departments in your organization, updates on projects, etc.

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

Where to Find This

Configuration of Client Portal Pages and Modules is done in the TDAdmin interface.

Navigate to Modules & Pages setting page following this path:

  • TDAdmin > Applications > [Client Portal Application] > Modules & Pages

Where to Start

The main steps to creating and publishing a portal page are:

  1. Create a new page
  2. Select Page Layout
  3. Create Modules
  4. Add modules
  5. Add additional out-of-the-box content
  6. Activate

Creating Pages

The Pages section of the Client Portal allows administrators to create desktops which 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 there to configure as needed.

To create a new page:

  1. 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

To reorder how pages appear in the navigation toolbar, on the Pages list, click the Move column arrow up or down.  Pages listed first will display first within the pages toolbar within the Client Portal.

Adding Modules

The Knowledge Base, Projects, Questions, and Services sections of the Client Portal contain a list of standard modules for each application. These sections also display custom HTML modules which have been associated with the respective application and have a context of TDClient.

The Client Portal and News sections display HTML modules that have the respective application specified. The Client Portal section includes Twitter modules, while the News section includes custom RSS Modules.

To add a module to a page:

  1. 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 to edit the page layout and populate the page with Available Content.  The left side will represent the available content, the right will be content, such as HTML modules or widgets, that are on the page.
  5. Click Edit Layout to adjust the how content will be displayed on the page
  6. Drag content from the Available Content column into the desired section of the page.
  7. Click Save

Learn about creating and editing HTML modules.

Publishing Pages

To make a page live on the portal:

  1. In TDAdmin, navigate to Applications > [Client Portal Application] > Modules & Pages > Pages.
  2. Click the Page Name.
  3. Click the Activate button.

Editing Pages

To edit a Client Portal page:

  1. In TDAdmin, navigate to Applications > [Client Portal Application] > Modules & Pages > Pages.
  2. Select the desired Page.
  3. Click the Details tab.
  1. Change the Name and Description of the page.
  2. To edit the page content, click the Content tab.
  3. Make the desired changes to the modules that appear on the page.
  4. Select the basic page layout, as well as which modules should be displayed.
  5. Click Save.

Gotchas & Pitfalls

  • If you plan to allow your users to custom the default page you are setting, prepare for some questions when one of your end users inadvertently deletes content or their neighbor’s desktop looks different from their own.

Examples

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Details

Article ID: 16846
Created
Wed 9/28/16 9:17 AM
Modified
Thu 2/22/24 2:59 PM

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