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Who can use this feature?
- Global Administrators can create Client Portals to interact with or provide content for users without TDX accounts or Work Management access.
- Clients can use the Client Portal to submit a project request, log an incident, check on their existing ticket or project, or read articles in the knowledge base.
- Available on TDX Work Management
The Client Portal allows TeamDynamix users to have client or public-facing content for better interactions with clients who either do not have TDX accounts or do not have Work Management access. They can also be used to create specific Client Portal experiences for different groups in your organization by creating multiple Client Portal Applications.
In this article we'll cover basic info on:
When your TeamDynamix environment is first created, you will have one Client Portal application.
- This Client Portal application will be marked as the default, meaning that any legacy URLs and API requests will automatically use this application.
- New development using Client Portal-related API methods should reference the Client Portal application's AppID.
To access your client portal, click Client Portal option when you sign-in to TDX Work Management.
Users can also access client portal applications they have access to from Work Management (TDNext):
- In the Work Management Toolbar, click View Applications.
- (OPTIONAL) Search for the name of the application.
- Client the application tile.
Technician users can also access some Client Portal content from their Work Management searches:
- Ticketing Application Level: Will only search from the client portal listed in the Related client portal application setting.
- Work Management Platform Level: Will search from any client portal application a user has access to.
Global Administrators are able to update and create client portal applications.
For a successful Client Portal rollout, we recommend approaching planning with:
- An idea of how you want your portal to look.
- Access to your organizations branding guidelines.
- Some understanding of web design.
Client Portal Applications have four main sections.
| Section |
Description |
Related Articles |
| Projects |
Allows users to monitor project status from the Client Portal. |
|
| Services |
Allows clients to submit service requests.
|
|
| Knowledge Base |
Allows users to create and view articles. |
|
| Questions |
Allows clients to post and interact with other client's questions. |
|
Global Administrators and Client Portal Application Administrators can set the level of visibility public users have to each section"
- Visible: The section will not be visible to public users, regardless of if a section has public content in it.
- Not Visible: The section will not be visible to public users, regardless of if a section has public content in it.
- Auto: Once public content has been added to a section, it will automatically become visible to public users.
Other items that impact what users will see in the Client Portal:
- Application Security Role: The application's security role controls what users can see or do at a higher level.
- Content Level Access: Each section has more granular visibility settings that are specific to the content.
- Example: Articles in the Knowledge Base can require a user to sign-in to view it or be Public.
For more info on Client Portal settings and managing access to content in Client Portals, visit these articles: