TDX: Move between Users (Work Management) and the Client Portal

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

• Client Portal: the side of the platform with the Service Catalog and Knowledge Base. See Log in to the Client Portal for more information.
• Work Management: the Ticketing side of the platform where you will work on any classification of ticket in the tool. See Log in to Users (Work Management) for more information.

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 (Work Management) into the Client Portal

You will know you are in the Users (Work Management) area of the tool when you see the tabs for different work areas across the top:

1. Click on the View Applications button above the tabs. A menu with many different icons will appear below.

2. Click on the Client Portal icon. 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.
   

Going from the Client Portal to Users (Work Management)

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 username in the upper right corner of the banner area.
   
2. Select Work Management from the User Profile menu. The Users (Work Management) application will open in a new tab in the browser window.
   
3. Click into either browser tab to work in both areas of the tool as you need to.