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Viewing Projects as a Stakeholder
Basic project information can be shared with project stakeholders through the client portal.
Letting users see tickets that they're a Contact on from the Client Portal
Setting and Editing Service Category Visibility
Can an Account or Department have Multiple Managers?
Show or Hide Default Modules in Portal Applications
How to modify visibility of default, out-of-the box modules on the Services, Knowledge Base, and Questions pages in the Client Portal
Hiding Header and Footer from Report in Client Portal
Explains how to hide the header and footer from an iframe embedded TDX public dashboard on the Client Portal
What happens if multiple people edit a ticket at the same time?
Changing The Form on Existing Tickets
Including Categories with 0 Articles in KB Category Export
Changing the Form During Ticket Creation
Creating a Public Dashboard
This article explains how to create and add a public dashboard to your Client Portal.
Client Portal Image Not Found in Production after Sandbox Refresh
Adding Responsive Images to Articles
Learn how to add responsive images to knowledge articles.
Convert a Service-Specific Form (Portal Editable) to a Shared Form (TDAdmin Editable)