Working with Shortcuts in the Client Portal

This how-to article will help TeamDynamix Administrators or Client Portal Administrators create shortcuts to existing services within the service catalog or knowledge base articles using the TDClient interface. The user must have the two settings enabled in their Client Portal Security Role: Modify Service Catalog Shortcuts, Modify Shortcuts (under Knowledge Base).

Overview

Client portal shortcuts allow administrators to link one part of the service catalog or knowledge base by adding a shortcut item in a category. For client portal users, shortcuts look the same as if the linked service, article, or category was in the shortcut's parent category. 

Permissions

Client portal shortcuts allow one article, service, or category to appear in multiple locations in the client portal. The permissions for seeing a shortcut are the same as the permissions for seeing the target of the shortcut. For example, if you define a shortcut to a service that is only visible to an Employees group – whether that's based on its parent category or its own permissions – and place that shortcut in a category that is publicly visible, only users that are in the Employees group will see the service when looking at the contents of the publicly visible category.

Users who can edit services, articles or categories can see an anchor icon (⚓) to indicate that an item is a shortcut.

To grant a user access to edit shortcuts:

1. Navigate to TDAdmin
2. Click Applications and select the desired Client Portal
3. Click Users & Roles then Security Roles
4. Select the desired Security Role that will need access to create or modify shortcuts
5. Select the Modify Service Catalog Shortcuts permission under the Service category and/or the Modify Shortcuts permission under the Knowledge Base category.
   

Creating Shortcuts

To create shortcuts: 

1. Within TDClient, in the Knowledge Base or Service Catalog, go to the client portal category where you would like to include a related category, service, or article. Shortcuts can also be created in the root of the Knowledge Base or Service Catalog.
2. Click the +New Shortcut button.
3. In the New Shortcut Display window, select the Shortcut Type (Category, Service or Article). 
4. In the Target field, choose the category, service, or article that you want to link to. 
5. The Parent Category field will default to the category you were in or remain blank if you were at the root of the service catalog or knowledge base. You can change it if you’d like. 
6. Set the order and pin the shortcut if desired. The order is evaluated for the category that the shortcut resides in. 
7. Click the Save button.

Editing and Deleting Shortcuts

To edit or delete a shortcut:

1. Open the parent category.
2. Click the shortcut icon. 
   
3. On the Edit Shortcut page, edit and Save, or Delete the shortcut. 
   

Using Client Portal Content Shortcuts

The video below demonstrates how and when to use client portal shortcuts.