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Global Custom Attributes for Tickets
Adding/Modifying/Deleting Global TDX Administrators (TDAdmins)
Managing Ticket Visibility in the Client Portal
Getting Started with Security Roles
Setting Up a New Project Application
How to create a Project application and configure its settings, security roles, and user access in the Admin UI.
Ticketing Application Permissions
Saved Searches in Portfolio Planning
This introduction article will help technicians to view and access saved searches in the Portfolio Planning application using the TDNext interface.
Creating a Change Calendar and Link
Change Visibility of "Add Alert" Button in Client Portal
Implementation Gotchas
How can an application administrator update a user's security role?
Understanding View Permissions for Accounts/Departments and Types
This article explains how to restrict a user’s ability to create, view, or edit certain tickets, projects, and data in the Ticketing, Projects, and Analysis applications. You can control access by adjusting specific permissions related to Accounts/Departments, Types, and Application Instances.
Create and Edit HTML Modules
Learn how to create and modify custom HTML Modules using the TDAdmin interface.
Available Modules
Learn about HTML, RSS, and Default modules available to customize Client Portal pages and Dashboards, and enhance user experience.
Convert a Service-Specific Form (Portal Editable) to a Shared Form (TDAdmin Editable)