TeamDynamix: Navigating between Client Portal and TDNext

Summary

This article is a quick reference for how to navigate between the TeamDynamix Client Portal and TD Next. TeamDynamix uses USNH Secure Sign On (SSO) and does not require a separate login or password.

  • Client Portal is the client-facing side of TeamDynamix.  It is where faculty, staff, and students can find information or request help. Client requests generate tickets. 
    Link is here: https://td.usnh.edu/TDClient/60/Portal/Home/?ToUrl= 
  • TD Next is the technician-facing side of TeamDynamix.  It is where technicians and customer support staff view and process tickets submitted to their group(s). TD Next is also the place where customer support staff can create/view reports, create tickets, and perform ticket searches.
    Link is here: https://td.usnh.edu/TDNext/Home/Desktop/Default.aspx 

Below are instructions to efficiently move back and forth between the Client Portal and TD Next.

 

How-To

Task: To navigate between the TeamDynamix Client Portal and TD Next

Instructions

 

From the Client Portal to TDNext

Step 1 - Click your name in the upper right corner of the client portal home screen

Step 2 - Select TDNext from the resulting options

Uploaded Image (Thumbnail)Click for full-size image

 

From TDNext to the Client Portal

Step 1 - Click on the blue waffle icon in the upper left corner of any TDNext screen. (note the example waffle icon red as it is the TeamDynamix sandbox, rather than production)

Step 2 - Select Client Portal.

Uploaded Image (Thumbnail)Click for full-size image

 

Outcome

You should be able to navigate between the TeamDynamix Client Portal and TDNext.

 

Need additional help?

Visit the TeamDynamix area in the Knowledge Base

To request service, report an issue, ask questions, or request training, submit a TeamDynamix Application Administration Support Request