TDX: Move between Users (TDNext) and the Client Portal

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

    Once inside one of these areas of the tool, you can navigate to the other side of the tool without logging out and logging back in.

    Going from Users (TDNext) into the Client Portal

    You will know you are in the Users (TDNext) area of the tool when you see the tabs for different work areas across the top:
    TDNext area with tabs: Apps, Desktop ARF Tickets, U of M tickets.

    1. Click on the Applications Menu  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. The Client Portal will open in a new browser window.
    3. Click into either browser tab to work in both areas of the tool as needed.
      Browser window. Client portal home and TDNext tabs highlighted

    Going from the Client Portal to Users (TDNext)

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

    1. Click on your user name in the upper right corner of the banner area.
      Client portal. Username highlighted.
    2. Select TDNext from the User Profile menu. The Users (TDNext) application will open in a new tab in the browser window.
      User profile dropdown menu expanded. TDNext highlighted.
    3. Click into either browser tab to work in both areas of the tool as you need to.
      Browser window. Client portal home and TDNext tabs highlighted