TeamDynamix Admins: Client Portal Settings

Environment

Teamdynamix

Issue

TeamDynamix (TDX) administrators need to know how to work with the TDX Client portal site settings.

Resolution

Client Portal admin tools

To find the client portal admin tools:

• In TDClient, click your name in the top right and select Admin

Overview

The Client Portal allows TeamDynamix to have client or public-facing content for clients who either do not have TDX accounts or do not have TDNext access.

• Anyone with a UMICH address can access the Client Portal by logging in
  • They can search knowledge, browse the service catalog, view and update their tickets, and more 
• TeamDynamix Admins can do the following with their Client Portal:
  • Create pages, desktops and a home page
  • Use the Client Portal Admin environment to configure settings and styles such as adding a search option or setting client visibility
  • Admins can also define security rules and assign users to the client portal
  • The Client Portal is also where admins set up a service catalog.

Create desktops, modules, and a home page

The Pages section of the Client Portal is where administrators can create desktops that are visible to public users. Multiple public pages can be configured that appear in the Client Portal application to all users. The default page determines which one a user is navigated to after logging in. Note that users may also be able to customize their default page if they are logged in. 

Create a new page

1. In TDClient, click your name in the top right, and select Admin
2. Click Modules & Pages and select Pages
3. Click the green +New button
4. Add a Name and Description and click Save

Add a module to a page

1. In TDClient, click your name in the top right, and select Admin
2. Click Modules & Pages and select Pages
3. Click the Page Name
4. Click on the Content tab to edit the page layout and populate the page with Available Content. The left side shows the available content, the right is used to configure content, such as HTML modules or widgets, on the page
5. Click Edit Layout to adjust how content will be displayed on the page
6. Drag content from the Available Content column into the desired section of the page
7. Click Save

Configure settings

In TDClient, click your name in the top right, then select Admin and click Settings.

• Client Portal Visibility Permissions for Technicians – Select Service Catalog and Knowledge Base details to control what others can see (new in 11.10)
• Enable Client Site-Level Search – Turn this on unless you do not want people to be able to search the Client Portal
• Only Allow Knowledge Base Feedback from Authenticated Users and Only Allow Questions Feedback from Authenticated Users – Determines whether public users can leave feedback
• Only allow Questions Feedback from Authenticated Users - this setting prevents unauthenticated users from leaving feedback on Questions in the Client Portal.
• Client Login Prompt – Allows you to configure a message that displays when logging in. If you are using Single Sign On, this prompt will not display
• Client HTML Header and Client HTML Footer – Define the header and footer within this Client Portal Application
• Public Client Portal Sections – Controls which sections of the Client Portal are visible to public users
• Google Analytics Configuration – Allows you to connect a Google Analytics account to this Client Portal Application 
• Modules & Pages>Default Module Settings - Control which modules are visible via the Client Portal (new in 11.10)
• Service Catalog>Ticket Requests Columns – Client Administrators can control ticket requests column visibility (new in 11.10)

Configure styles

• In TDClient, click your name in the top right, then select Admin and click Styles
  • You can specify colors, logo, layout, headers, footers and a favicon (a 16x16 icon that will be associated with the Client Portal, layout, headers, footers)

Set client visibility

• In TDClient, click your name in the top right, then select Admin and click Settings.

Administrators can set Client Portal Visibility with the following options:  

• Allow requestors/creators to view tickets in the Client Portal (recommended to enable)
• Allow users in associated accounts/departments to view (View tickets for others on our team through the portal. Most users don't check this.)
• Allow ticket contacts to view (not always selected). Client users can view others’ tickets.

Defining Security Roles and Assigning Users

Define security roles for yourself and anyone else helping to build the portal and assigning those users to the application. 

Define a security role

1. In TDClient, click your name in the top right, then select Admin and click Settings
2. Click the +New button to create a new security role or modify the Default security role
   1. The following permissions in the Edit Security Role window control your access to those sections in the Client Portal:

• View Knowledge Base
• View Projects/Workspaces
• View and Ask Questions
• View Service Catalog
• Click Save

Assign users to a security role

1. In TDClient, click your name in the top right, then select Admin and click Users & Roles > Users
2. Click the Add button
3. Select all the users, including yourself, who should be assigned to the security role
4. Select the Security Role
5. Click Save

Additional Information

Need additional information or assistance? Submit a request here: ITS-TeamDynamix Support.