TDNext vs Client Portal

Environment

TeamDynamix

Informational

Technicians need to know about the two portals in TeamDynamix.

There are three portals in TeamDynamix: Users (TDNext), Client Portal, and Administrators.

Users (TDNext) 

• The technician-facing side of TeamDynamix is where technicians view and process tickets submitted.

Client Portal

• The client-facing side of TeamDynamix, which is called the Client Portal, is where university faculty, staff, and students can find information or request help. Client requests generate tickets. 
• The Client Portal is also where technicians create knowledge articles. 

Administrators

• Accessible only to TeamDynamix administrators

Navigating between TDNext and the Client Portal

• Technicians can access TDNext from the Client Portal by clicking on their name next to the profile icon in the upper-right corner and clicking TDNext
  • A new web page will open  
• To go from the TDNext to the Client Portal, click the blue waffle icon on the top left and choose your client portal