Learn how to configure Client Portal settings, control access to features, set up search, Google Analytics, and a custom login page.

You can control the Client Portal features and access settings separately for each Client Portal app you have created in your TeamDynamix system. You can restrict features to authenticated users, enable or disable public access to applications, and set up search capabilities across the portal's applications. Additionally, you can integrate Google Analytics to track portal usage and performance.

Please note that any changes to the search, login prompts, and feature access may take up to 15 minutes to take effect.

In this article, we cover how to configure application-level Client Portal settings:

• Control Access
  • Restrict Portal Features to Authenticated Users
  • Allow or Deny Public Access to Your Portal's Applications
• Other Settings
  • Enable Search Across Portal Applications
  • Customize the Client Portal Login Prompt
  • Configure Google Analytics

Control Access

Important

To reduce the likelihood of revealing an unfinished portal before it is ready for public visibility, initially, the portal and its applications and features are inaccessible to unauthenticated users.

To enable unauthenticated users to see content in the portal, at least one Active Client Portal page must be available, or at least one section should be set to Visible. If both conditions are not met, the portal will not display any content for users who are not logged in.

Restrict Portal Features to Authenticated Users

Control access to portal features for non-authenticated users.

1. Open the Client Portal settings:
   • Application Admin: In the Client Portal, click your name in the top right, select Admin > Settings
   • Global Admins: In TDAdmin, click Applications > Client Portal name > Settings
2. Under General, use the checkboxes to configure the following:
   • Only allow authenticated users to view the Client Portal – Check the box to prevent unauthenticated users from accessing Client Portal content.
   • Only Allow Knowledge Base Feedback from Authenticated Users – Check the box to prevent unauthenticated users from leaving feedback on Knowledge Base articles in the Client Portal.
   • Only Allow Feedback from Authenticated Users – Check the box to prevent unauthenticated users from leaving feedback on Knowledge Base articles and Questions in the Client Portal.
3. Click Save.

Allow or Deny Public Access to Your Portal's Applications

You can configure which applications are available to public, non-authenticated users in the Client Portal.

The visibility can be controlled for the following applications:

• Projects
• Services
• Knowledge Base
• Questions

Visibility options:

• Visible - Publicly available.
• Not visible - Available only to logged-in users.
• Auto - Application will remain hidden until it contains public content. Once public content is added, the application will automatically become visible. Conversely, if all public content is removed, the application will revert to being hidden.

Note that it may take up to a day for an application with Visibility set to Auto to become visible once it has acquired public content.

To make a Client Portal application public:

1. Open the Client Portal settings:
   • Application Admin: In the Client Portal, click your name in the top right, select Admin > Settings
   • Global Admins: In TDAdmin, click Applications > Client Portal name > Settings
2. Scroll down to Public Client Portal Sections.
3. Configure the application visibility.
4. Click Save.

Other Settings

Enable Search Across Portal Applications

Allow users to search across Services, the Knowledge Base, and Questions in the Client Portal from a single location.

1. Open the Client Portal settings:
   • Application Admin: In the Client Portal, click your name in the top right, select Admin > Settings
   • Global Admins: In TDAdmin, click Applications > Client Portal name > Settings
2. Under General, check the box to Enable Client Site-Level Search.
3. Click Save.

Customize the Client Portal Login Prompt

The login prompt allows administrators to provide custom HTML content on the domain-specific Client Portal login page. The prompt will only appear when users attempt to log in to either Work Management or the Client Portal.

If a domain has been configured, this page will be the Client Portal URL with the logo field listed in the Business Entity details. Here, you can create a custom login prompt for your Client Portal utilizing HTML or plain text.

To customize the login prompt:

1. Open the Client Portal settings:
   • Application Admin: In the Client Portal, click your name in the top right, select Admin > Settings
   • Global Admins: In TDAdmin, click Applications > Client Portal name > Settings
2. Enter the needed content in the editor under Client Login Prompt
3. Click Save

Configure Google Analytics

Your Measurement ID is a unique identifier connected to your Google Analytics account. It specifies where to send retrieved website data. More information is available here: Using Google Analytics In Your Client Portal.

1. Open the Client Portal settings:
   • Application Admin: In the Client Portal, click your name in the top right, select Admin > Settings
   • Global Admins: In TDAdmin, click Applications > Client Portal name > Settings
2. Scroll down to the Google Analytics Configuration section.
3. Enter the Measurement ID provided by Google Analytics.
   • For more information on getting a Measurement ID, refer to this Google article.
4. Click Save.