Table of Contents
Client Portal
The Client Portal is the public-facing page created to provide users with support information, including contact information for a department or unit, access to the service catalogand associated ticket requests, and the self-help articles of the knowledge base.
Administrators in TeamDynamix can add modules, or individual pieces of content that contain the support information of your department or unit, to the Client Portal.
Service Catalog
The service catalogis a list of the various products, services, and processes of a department or unit that can be requested. Typically, a service page is a hub for related ticket requests, which can be facilitated through the service page. Each service page includes details of the service and information pertaining to the service.
Knowledge Base
The knowledge baseis a collection of informational articles for services that are stored, organized and shared centrally. Articles can be shared internally amongst your department or unit, or can be shared externally to the wider university or public.
An external knowledge base is useful for students, faculty, staff and community members who need information about the products, services, or processes of your department or unit. An internal knowledge base is typically useful for employees to share, collaborate, and distribute internal knowledge and processes among your department or unit.
Client Portal Admin
Administrators of the Client Portal can modify Client Portal pages and other associated services, including the knowledge base and service catalog. Most actions—including modifying the service catalog and knowledge base, creating articles, categories, or shortcuts, and editing pre-existing articles—can be done in the client-facing portion of TeamDynamix without working in the administrative portion of the Client Portal.
Overviews of the Client Portal Admin options are in the sections below.
To access the admin section of the Client Portal:
- Sign into your account by selecting Sign Inin the upper right hand corner of the Client Portal page, or by selecting your name if you have already signed in.
- Choose Adminfrom the list.
- You will then be logged into the administrative section of the Client Portal.
Email
Emailoptions include setup and modification of email replies, and the email accounts your department or unit will use to facilitate ticket requests. This is set up by the Office of Information Technology (OIT), and should NOT
be modified without first discussing any changes with OIT.
Knowledge Base
The Knowledge Baseoptions include a list of all knowledge base articles created, the article import function, categories created for knowledge base articles, and more. Most of the options in this section will not be used, but some options can be helpful. The list of all of the KB articles can be easy to search and find content, and the Categoriessection provides a way to edit or delete KB categories.
Modules & Pages
Note: Modules & Pages will be set up by an organizational administrator during the initial application and should NOT be modified without contacting OIT.
The Modules & Pagessection provides ways to create new HTML modules for the Client Portal, create new public pages, set RSS modules, and more. Adding new HTML modules for the Client Portal, editing a pre-existing HTML module, or adding a banner within the application can all be done in the Modules & Pages section.
Service Catalog
The Service Catalogoptions include a list of the service catalog categories, deleted services, lists of services and service offerings, lists of created shortcuts, and more. Most of the options found in this section will not be utilized, but these options are available as needed. Most of the options can be replicated in the client facing portion of TDX.
Settings
Note: Settings should NOTbe modified unless OIT has been contacted.
The Settingssection provides insight into the set up of the client portal, and is created by an organizational administrator.
Styles
Note: Styles should NOTbe modified unless OIT has been contacted.
The Stylessection provides insight into the University Communication and Marketing approved branding of the client portal, and is created by an organizational administrator.
Users & Roles
Note: Security roles should NOTbe modified unless OIT has been contacted.
The Users & Rolessection provides a list of the security roles set up for the application, as well as a list of all users and relevant information - name, username, active status, security role, user type, and whether they are administrators or not.
Get Help From OIT
Additional Resources
