TDX Approvers: Navigate between Users (TDNext) and Client Portal

The TeamDynamix platform has two main areas: the Client Portal and Users (TDNext).

  • Client Portal: where request forms "live" and what the user will see when they fill out your form.
  • Users (TDNext): where you will do your work with the forms after they are filled out by the user.

Group and Supervisor Approvers will be able to log in to both areas of TDX. Individual Approvers and Key Contacts will be able to log into the Client Portal.

TeamDynamix sign in page with User icon and Client Portal icon showing

If you have access to both sides of the tool, you can navigate between the two sides without logging out and logging back in.

Going from Users (TDNext) into the Client Portal

The TDNext area of the tool is where you see the tabs for different work areas across the top:

TDNext application menu with Desktop, ARF Tickets, and U of M Ticket tabs

  1. Click on the Applications Menu icon to the left of the tabs. A menu with many different icons will appear below the Application Menu icon.
  2. Click on the Client Portal icon. The Client Portal will open in a new browser window.
    Client Portal button in the application menu
  3. Click into either browser tab to navigate between both areas of the tool as you need to.
    Chrome internet browser with Client Portal Home tab open  and TDNext tab open next to it

Going from the Client Portal to Users (TDNext)

The Client Portal area will always have the Services and Knowledge Base options at the top of the page underneath the U of M logo.

  1. Click on your user name in the top, right corner of the banner area.
    Client Portal home page banner with arrow pointing to user name
  2. Select TDNext from the User Profile menu. The TDNext application will open in a new tab in the browser window.
    Dropdown menu from clicking on user profile with arrow pointing to TDNext option in menu
  3. Click into either browser tab to navigate between both areas of the tool as you need to.
    Chrome internet browser with Client Portal Home tab open  and TDNext tab open next to it